Our Team

Steven Lustig, CPA*, CLU®

Financial Services Representative

Investment Advisor Representative

slustig@lustigfitzhenry.com

 

Organizations

  • Platinum Conference Qualifier
  • Estate Analysts of Western New York
  • Life member, Million Dollar Round Table
  • Past MetLife Securities Inc. Inner Circle member
  • 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

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

cfitzhenry@lustigfitzhenry.com

 

Organizations

  • Leaders Conference Qualifier
  • Million Dollar Round Table Member
  • Women's Symposium Participant
  • FPA- Financial Planning Association of WNY
  • WIFS- Women in Financial Services Member
  • BAIFA- Buffalo Association of Insurance and Financial Advisors
  • University of Pennsylvania Alumni Association
  • Member of the MassMutual Women's Advisory Council

Qualifications & Designations

  • CFP®- CERTIFIED FINANCIAL PLANNERTM
  • 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

Personal

  • Resident of Clarence, NY
  • Cum Laude Graduate of the University of Pennsylvania
  • Married with four sons
  • Enjoys fitness, including both weight lifting and running

 

 

Conor Fitzhenry

Registered Representative

conorfitzhenry@lustigfitzhenry.com

 

 

Organizations

  • Tomorrow’s Leaders
  • Roanoke College Alumni Association 

Qualifications & Designations

  • Registered Representative with MML Investors Services, LLC
  • Series 7 and 63
  • Life, Accident and Health licensed in NY and NJ

Personal

  • Magna Cum Laude Graduate from Roanoke College
  • Dog dad to a miniature pinscher named Larry David

 

 

*licensed, but not practicing