RONALD M. LOJACONO, CFP®
Ron is a financial advisor and investment manager at WNY Asset Management. His knowledge and experience in many aspects of the financial services industry - including financial planning, pensions and long-term care - help our clients to plan successful investment solutions. Ron is a Certified Financial Planner® and has NASD registrations in Series 7,63 and 65, as well as Life, Health and Disability, Long-Term Care and Variable Life licenses. He has been recognized for outstanding client service and professionalism in the financial services industry. Ron earned a Bachelor of Science degree in business from Medaille College.

Tonya Bolden, Director of First Impressions

Tonya plays a critical role as the initial contact person for our members and clients who call and visit our offices. She performs a wide range of administrative duties and provides organizational support. Tonya has more than 15 years experience in the administrative field. She holds an associate’s degree in business from Medaille College.

Lisa Williams, Relationship Manager

Lisa’s previous experience in the banking, financial planning and investment advisory services industries gives her a unique vantage from which to provide informed and thoughtful service to our clients. She holds Series 7, 6, 63 and 65 licenses as well as Life and Health licenses. Lisa is a graduate of Providence College.

Sara Fisher, Relationship Manager

Sara offers our clients the highest level of service and support, developing and retaining a rapport that results in a first-rate experience. She is Series 6, 63 and NYS Life, Accident and Health Insurance licensed and holds a degree in business administration from Jefferson Community College.

Susan offers our clients extensive expertise in financial services administration. She has more than 20 years experience as a retirement plans manager, benefits specialist and customer service representative in the banking, investment and insurance industries. A graduate of Canisius College, she holds Series 7 and 63 licenses as well as Life, Accident and Health licenses.

Kim has more than 14 years of administrative support experience in the investment management/financial planning industry. She is an accomplished professional who is focused on building positive relationships and providing first class service to our clients. Kim is Series 7, 63 and NYS Life Insurance licensed and holds a bachelor’s degree in business administration.

Annette Wargo, Controller

Annette is responsible for all the internal financial reporting and analyses, accounting, budgeting and administrative aspects of our firm. With more than 25 years of experience, including eight as a CFO, her progressive accounting and management knowledge along with her exceptional communication, problem solving and supervisory skills are tremendous assets to our firm. Annette earned her bachelor's degree in accounting and her MBA in management from the State University of New York at Buffalo and holds Security Series 28, 7, and 24 licenses.

Gabrielle Miller, Accounting Clerk

Gabrielle utilizes her varied accounting and administrative support skills to ensure the quality and reliability of our firm’s internal accounting operations and reporting. Her 15 years of experience includes positions in the banking and food manufacturing industries as well as for a local municipality.

Marian Duerr, CPA Membership Administrator

Marian provides critical administrative support for the more than 30 member CPA Firms that make-up the CPA Financial Network. As the primary contact person for our members, Marian draws on a wealth of administrative experience and superior organizational leadership. Marian is a graduate of Alfred State University.