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Buckingham Group
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Insero Wealth Strategies is a Registered Investment Advisory Firm, with offices in Rochester and Buffalo, New York. We are a proud member of the BAM ALLIANCE.
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Adam Birenbaum
CEO & Chairman
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Wendy Hartman
President & Director, Buckingham Strategic Wealth
Jonathan Scheid
President, Buckingham Strategic Partners
Rob Ziliak
Chief Operating Officer
Dan Anderson
Chief Financial Officer, Buckingham Wealth Partners & Director
John Spyers
Chief Information and Technology Officer, Buckingham Wealth Partners
Jeff Yorg
Managing Director of Compliance & Risk, Associate General Counsel
Jared Kizer
Chief Investment Officer, Buckingham Wealth Partners
Alex Potts
President, Buckingham Strategic Partners & Director
Sheldon Mcfarland
VP, Portfolio Strategy and Research
Michael E. Kitces
Head of Planning Strategy, Buckingham Wealth Partners
Jim Myers
Managing Director, Advisory Team
Jared Hoffman
Managing Director, Relationship Management
Kevin Grogan
Managing Director of Investment Strategy
Dawn Lovelace
Director of Human Resources
Don Rochleau
Client Development Director
Jeffrey Levine
Chief Planning Officer
Ben Lanning
Director of Portfolio Management
Jim Whiddon
Director of Investor Enrichment
Charles Laverty
Director, Business Solutions
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