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Team

We realize that in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved through personalized service and responsiveness. 

 

Peter Hafner, a CERTIFIED FINANCIAL PLANNER® and Certified Wealth Strategist®, founded The Hafner Financial Group in 2007.

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Katie Perry

Registered Operations Manager

(716) 650-4151

(716) 650-4149

More than twenty years ago, when Katie Perry was looking to move from a part time to a full-time job when her children were small, she didn’t really know what a financial services firm was. She landed a job with A.G. Edwards,...

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A background in theater and acting has been a great training ground for Samantha “Sam” Penziul in her role as administrative specialist at the Hafner Financial Group. Projecting a great first impression for the firm, Sam...

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Alannah is the newest face here at the Hafner Financial Group and if you haven't seen her around the office already, she looks forward to meeting you soon ... 

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Madison joined the Hafner Financial Group Team in October 2018 after moving from Rochester, NY to Niagara Falls. If you haven't seen her around the office already, she looks forward to meeting you soon ...

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