Financial Representatives Team
Olean
Stephanie Aloi, EA
Financial Advisor
(716) 373-4549
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...
Teresa L. Barie, EA, CFP®
Financial Advisor
(716) 373-4549
Paula Fox Derwick, CFP®, CFS, EA
Financial Advisor
(716) 373-4549
Scott C. Derwick, CFP®
Financial Advisor
(716) 373-4549
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...
Kelly C. Lent-Paul, CFP®, ChFC, MBA, EA
Financial Advisor
(716) 373-4549
Rylee Lundgren
Administrative Assistant
(716) 373-4549
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...
Kaden Moyer
Financial Representative
(716) 373-4549
Bradford
Sarah Boser, EA
Financial Advisor
(814) 368-6607
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...
Linda Maley, EA, ChFC, CFP®
Financial Advisor
(814) 368-6607
Wellsville
Deborah Jackson, EA, CFP®
Financial Advisor
(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...