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 while raising her young children, she didn’t...
Madison Guarnere FPQP®
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...
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...
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...
Nathaniel Zawadzki
Paraplanner
716-650-4151
Nathaniel “Nate” Zawadzki is HFG’s newest Paraplanner. Nate grew up in Cheektowaga, NY and earned his Master’s degree in Accounting from Medaille...
