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Diann Andrews, CFP ®, CBEC®

Estate and Succession Planning Specialist

(716) 580-1123


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...

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Lisa Rogers

Executive Assistant

(716) 580-1132

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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