Broker Check

Financial Representatives Team

Olean

Stephanie Aloi, EA

Financial Advisor

(716) 373-5904 ext. 1128

(716) 373-4549

Stephanie@fox-financial.com

Stephanie is a Registered Representative with Cetera Wealth Services, LLC, holding Series 6 and Series 63 security registrations and is also an Enrolled Agent with the IRS. In July 2017, Stephanie joined Fox Financial with the objective...

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Teresa L. Barie, EA, CFP®

Financial Advisor

(716) 373-5904 ext.1104

(716) 373-4549

Teri@Fox-Financial.com

Teresa brings a wealth of experience and expertise to her work, having dedicated over 35 years to preparing income tax returns. As an Enrolled Agent with the IRS and a Certified Financial Planner™, she has a deep understanding of both...
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Paula Fox Derwick, CFP®, CFS, EA

Financial Advisor

(716) 373-5904 ext.1112

(716) 373-4549

Paula@fox-financial.com

Paula is a seasoned Certified Financial Planner™, Certified Fund Specialist, and an Enrolled Agent with the IRS. In 1989, she co-founded Fox Financial with her father, Bill Fox. As a directing manager, she overseesoperations at Fox...
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Scott C. Derwick, CFP®

Financial Advisor

(716) 373-5904 ext.1127

(716) 373-4549

Scott@fox-financial.com

A registered representative with Cetera Wealth Services, LLC and a Certified Financial Planner™. Scott has been serving clients since 1999. As a financial planner and tax advisor, he co-owns six tax offices and directs Fox Financial...

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Kelly C. Lent-Paul, CFP®, ChFC, MBA, EA

Financial Advisor

(716) 373-5904 ext.1124

(716) 373-4549

Kelly@fox-financial.com

Kelly holds the CFP®, ChFC, & EA professional designations and enjoys providing customized financial planning advice to her clients by first understanding their individual goals. She has been a tax advisor since 1994 and has been...
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Rylee Lundgren

Administrative Assistant

(716) 373-5904 ext 3120

(716) 373-4549

rylee@fox-financial.com

Rylee serves as an Administrative Assistant at Cetera Wealth Services, LLC, having joined Fox Financial in 2020 initially as a seasonal Tax Advisor before transitioning to a full-time role in May 2021. She is currently dedicated to...

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Kaden Moyer

Financial Representative

(716) 373-5904 ext. 1120

(716) 373-4549

kaden@fox-financial.com

Kaden is a Registered Representative with Cetera Advisor Networks holding the Series 7 and Series 63 security registrations. Kaden joined Fox Financial in 2023 as an intern and soon after obtained his Bachelor’sdegree in Financial...
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Bradford

Sarah Boser, EA

Financial Advisor

(814) 368-7993 ext. 3110

(814) 368-6607

Sarah@fox-financial.com

Sarah is a Registered Representative with Cetera Wealth Services, LLC holding the Series 7 and Series 66 security registrations and is also an Enrolled Agent with the IRS. Sarah joined Fox Financial in 2015 as a seasonal Tax Advisor. Now...

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Linda Maley, EA, ChFC, CFP®

Financial Advisor

(814) 368-7993 ext.3102

(814) 368-6607

Linda@Fox-Financial.com

Linda is a CFP®, Chartered Financial Consultant (ChFC®), and an Enrolled Agent eligible to represent clients before the IRS. She is also insurance licensed in Pennsylvania, New York, and several other states, capable of meeting...
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Wellsville

Deborah Jackson, EA, CFP®

Financial Advisor

(585) 593-4063 ext. 2307

(585) 593-1908

Deborah.Jackson@Fox-Financial.com

Debbie is a Certified Financial Planner, Registered Representative with Cetera Wealth Services, LLC, and an Enrolled Agent with the IRS providing tax return services for individuals and entities. Debbie earned her Bachelor of Science...

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