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.

Finance

Buckingham Group

Adam Birenbaum

Kendall Clem

Aaron Grey

Wendy Hartman

Danielle Colbert

Brittany Marshall

Dawn Lovelace

Sal Papa

Blerina Hysi

Phil Usry

Charles Laverty

Brian Regan

Jonathan Scheid

Jeffrey Levine

David Luckes

Jeff Yorg

Salvatore Papa

Ben Lanning

Dan Anderson

Jim Myers

Rob Ziliak

Jared Kizer

John Spyers

Michael E. Kitces

Jim Whiddon

Kevin Grogan

Jared Hoffman

Don Rochleau

Sheldon Mcfarland

Alex Potts

Wealth Advisory Team

Leadership Team

Operations Support Team

Investment Management Team

Client Services Team

Compliance and Tax Solutions Team

Strategy and Financial Analysis Team

Teams at Buckingham Group

Wealth Advisory Team

Leadership Team

Operations Support Team

Investment Management Team

Client Services Team

Compliance and Tax Solutions Team

Strategy and Financial Analysis Team