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 Conference Qualifier, MassMutual (2017-2019)
- 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 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
- Married with four sons
- Enjoys fitness, including both weight lifting and running
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
- 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