Peter Hafner Certified Financial Fiduciary®, CFP®, CWS®
Founder and Owner
(716) 650-4151
From his base in Western New York, Peter Hafner, CERTIFIED FINANCIAL FIDUCIARY®, CFP®, CWS® helps middle-class workers nationwide stretch their assets...
Katie Perry
Director of Operations
(716) 650-4151
More than twenty-five 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...
Samantha Penziul
Project Specialist
(716) 650-4151
A background in theater and acting has been a great training ground for Samantha “Sam” Penziul in her role as Project Specialist at the Hafner...
Madison Guarnere
Paraplanner
(716) 650-4151
After completing her Bachelor's Degree from Buffalo State College in 2015, Madison moved from Buffalo, to Rochester, to New York City, and back again...
Christina Moore
Client Care Associate
716-650-4151
Growing up in Buffalo, New York, Christina attended Bryant & Stratton College, where she received her Associate's Degree as a Medical Administrative...
