Our Team
Steven Lustig, CPA*, CLU®
Financial Services Representative
Investment Advisor Representative
Organizations
- Platinum Conference Qualifier, MetLife (2015-2017)
- Estate Analysts of Western New York
- Life member, Million Dollar Round Table
- NYSSCPAs- New York State Society of Certified Public Accountant
Qualifications & Designations
- CPA- Certified Public Accountant, since 1978*
- CLU®- Chartered Life Underwriter, since 1991
- Registered Representative with MML Investors Services, LLC
- Series 7, 6, 22 and 63
- Life, Accident and Health licensed in a variety of states
- Domiciled in NY, CA Insurance License #0C80247
Personal
- Resident of Amherst, NY
- Bachelor of Science, State University of New York at Buffalo
- Married with two sons and one daughter
Colleen Fitzhenry, CFP®, CLTC
CERTIFIED FINANCIAL PLANNER™ professional
Financial Services Representative
Organizations
- Leaders and Blue Chip Conference Qualifier, MassMutual
- Million Dollar Round Table Member
- Women's Symposium Participant
- BAIFA- Buffalo Association of Insurance and Financial Advisors
- University of Pennsylvania Alumni Association
Qualifications & Designations
- CFP®- CERTIFIED FINANCIAL PLANNERTM professional
- CLTC®- CERTIFIED IN LONG TERM CARE
- Registered Representative with MML Investors Services, LLC
- Series 7, 6 and 63
- Life, Accident and Health licensed in a variety of states
- Domiciled in NY, CA Insurance License #0C80247
Personal
- Resident of Clarence, NY
- Cum Laude Graduate of the University of Pennsylvania
- Enjoys golf and kick boxing
Nathan Way, ChFC®, CLTC®, AIF®
Financial Services Representative
Investment Advisor Representative
Organizations
- Partner, Lustig, Fitzhenry & Way
- President, Board of Directors - Endeavor Health Services
- President, Mid-Erie Foundation
- Member, Bradford Chamber of Commerce (PA)
- Member, Better Business Bureau of WNY
- Two-time Past President, NAIFA-Buffalo
- Member, Financial Planning Association of Wester New York (FPA)
- Lifetime & Qualifying Member, Million Dollar Round Table (MDRT)
- Platinum, Chairman's Conference, and Elite Team Learder Qualifier - MetLife Permier Client Group
- Leaders and Blue Chip Council Recognition - MassMutual
Qualifications & Designations
- ChFC®- Chartered Financial Consultant® - The American College
- CLTC®- Certified In Long Term Care®
- AIF®- Accredited Investment Fiduciary®
- Licensed to offer securities through MML Investors Services, LLC
- Life, Accident and Health licensed in a variety of states
- Domiciled in NY, CA Insurance License #0H22337
Personal
- Nathan lives in Clarence, NY
- wife and three children
- emjoys golfing, fishing, and cheering on the Bills, Sabres, and his favorite soccer clubs
Conor Fitzhenry, AIF®
Registered Representative
Organizations
- Tomorrow's Leaders
- Roanoke College Alumni Association
Qualifications & Designations
- Registered Representative with MML Investors Services, LLC
- Series 7 and 63
- AIF Designation
Personal
- Magna Cum Laude Graduate from Roanoke College
- And mediocre golfer
*licensed, but not practicing