Team
Diann Andrews, CFP ®, CBEC®
Estate and Succession Planning Specialist
(716)626-9575
Diann Andrews grew up on a family farm in Northwest Iowa. She has also started and operated a small business as well as a charter school. She draws upon her life experiences while assisting farm owners and other small business owners...
Bill Wright
Estate and Succession Planning Specialist
(716) 626-9575
William Wright entered the financial services industry in 1982, specializing in helping business owners resolve their estate and business concerns. In 1993, Bill joined the local management team for Lincoln Financial Advisors as the...
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Lisa Rogers
Executive Assistant
After earning an associate degree in secretarial science from Bryant & Stratton Business Institute, Lisa Rogers spent 25 years working in the administrative field. She began her career as an administrative assistant at a...
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