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
Nathan Way, ChFC®, CLTC®, AIF®
Financial Services Representative
Investment Advisor Representative
Organizations
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Partner, Lustig, Fitzhenry & Way
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President, Board of Directors – Endeavor Health Services
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President, Mid-Erie Foundation
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Member, Bradford Chamber of Commerce (PA)
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Member, Better Business Bureau of WNY
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Two-time Past President, NAIFA–Buffalo
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Member, Financial Planning Association of Western New York (FPA)
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Lifetime & Qualifying Member, Million Dollar Round Table (MDRT)
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Platinum, Chairman's Conference, and Elite Team Leader Qualifier – MetLife Premier Client Group
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Leaders and Blue Chip Council Recognition – MassMutual
Qualifications & Designations
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Chartered Financial Consultant® (ChFC®) – The American College
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Certified in Long Term Care® (CLTC®)
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Accredited Investment Fiduciary® (AIF®)
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Licensed to offer securities through MML Investors Services, LLC
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Life, Accident & Health Licensed
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CA Insurance License #0H22337
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Domiciled in NY
Personal
- Nathan lives in Clarence, NY
- wife and three children.
- enjoys golfing, fishing, and cheering on the Bills, Sabres, and his favorite soccer clubs.
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
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