Buckingham Group
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Insero Wealth Strategies is a Registered Investment Advisory Firm, with offices in Rochester and Buffalo, New York. We are a proud member of the BAM ALLIANCE.
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Adam Birenbaum
CEO & Chairman
Adam Birenbaum
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Wendy Hartman
President & Director, Buckingham Strategic Wealth
Jonathan Scheid
President, Buckingham Strategic Partners
Rob Ziliak
Chief Operating Officer
Salvatore Papa
General Counsel & Chief Compliance Officer, Buckingham Wealth Partners & Director
Dan Anderson
Chief Financial Officer, Buckingham Wealth Partners & Director
John Spyers
Chief Information and Technology Officer, Buckingham Wealth Partners
Jeff Yorg
Managing Director of Compliance & Risk, Associate General Counsel
Jared Kizer
Chief Investment Officer, Buckingham Wealth Partners
Sal Papa
General Counsel & Chief Compliance Officer
Alex Potts
President, Buckingham Strategic Partners & Director
Sheldon Mcfarland
VP, Portfolio Strategy and Research
Michael E. Kitces
Head of Planning Strategy, Buckingham Wealth Partners
Jim Myers
Managing Director, Advisory Team
Jared Hoffman
Managing Director, Relationship Management
Kevin Grogan
Managing Director of Investment Strategy
Dawn Lovelace
Director of Human Resources
Don Rochleau
Client Development Director
Jeffrey Levine
Chief Planning Officer
David Luckes
Director of Institutional Services
Ben Lanning
Director of Portfolio Management
Jim Whiddon
Director of Investor Enrichment
Jeff Mcgovern
Director of Transactions
Brian Regan
Director of Onboarding & Integration
Charles Laverty
Director, Business Solutions
Phil Usry
Director, Transactions
Blerina Hysi
Director, Fixed Income
Brittany Marshall
Director of Client Service
Danielle Colbert
Director, Tax Solutions
Aaron Grey
Director of Planning Integration, Advisory Team Leader
Kendall Clem
Client Services Manager
