Financial Representatives Team
Financial Representatives
Teresa L. Barie, EA, CFP®
Financial Advisor
(716) 373-4549
Along with Teresa preparing income tax returns for over 30 years, she is an Enrolled Agent with the IRS and a Certified Financial Planner® She became a Registered Representative with Cetera Advisor Networks. Teresa attended...
Kelly C. Lent-Paul, CFP®, ChFC, MBA, EA
Financial Advisor
(716) 373-4549
Kelly holds the CFP®, ChFC, & EA professional designations and enjoys providing customized financial planning advice to her clients by first understanding their individual goals.
Scott C. Derwick, CFP®
Financial Advisor
(716) 373-4549
Scott is a registered representative with Cetera Advisor Networks and Certified Financial Planner™. He has been working with clients since 1999. In addition to being a financial planner, Scott is also a tax advisor. Scott, along...
Linda Maley, EA. ChFC, CFP®
Financial Advisor
(814) 368-6607
Linda is a CFP®, Chartered Financial Consultant and an Enrolled Agent. Whether meeting with a client or researching to solve a problem, she believes accurate, personal and confidential service is every client’s right.
Janette (Jan) E. Middlebrough, EA, CFS
Financial Professional
(814) 368-6607
Jan has been a Registered Representative since 1994. She holds Series 6 and 63 security registrationsand Pennsylvania Insurance License - Life & Annuities, Accident & Health and Certified Fund Specialist designation. She attended...
Debbie Jackson, CFP®
Financial Advisor
(585) 593-1908
Deborah.Jackson@Fox-Financial.com
Debbie is a Certified Financial Planner, Registered Representative with Cetera Advisor Networks, and an Enrolled Agent with the IRS providing tax return services for individuals and entities.
Stephanie Aloi
Financial Advisor
(716) 373-4549
Stephanie is a Registered Representative with Cetera Advisor Networks, holding the FINRA Series 6 - Investment Company Products/Variable Contracts Representative and Series 63 - Uniform Securities Agent State Law Exam licenses....
Paula Fox Derwick, CFP®, CFS, EA
Financial Advisor
(716) 373-4549
Paula is a Certified Financial PlannerTM, Certified Fund Specialist, and an Enrolled Agent with the IRS. Paula, along with her father, added financial services offered Fox Financial in 1989 as a Registered..