Meet our Financial Team
At L&M, our Financial Advisors are a diverse group of highly experienced professionals. They come from a variety of backgrounds and, as a result, bring with them a wealth of knowledge and skill to the table. However, one trait they all have in common is loyalty – loyalty to L&M and loyalty to their clients. In fact, many of our Financial Advisors have been with us for over 25 years. They also understand that trust is earned, not given, which is why they approach their work as advisors, problem-solvers, and planners – not as salespeople. Another quality they have in common is their intention. At the end of the day, they simply want to help their clients enjoy a better life through smart financial planning. We invite you to browse through this section, meet our advisors, and learn more about what they have to offer you.
We're always looking for talent
At L&M Financial, we're always on the lookout for dedicated, driven, and talented professionals to join our financial planning firm, in both our Amherst, NY headquarters and our office in Rochester.Learn More