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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.

Industries

Finance

Headquarters

Saint Louis, United States

Employees

201-500

Links

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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

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

Teams

+73

Wealth Advisory Team

76 members

+12

Leadership Team

15 members

+15

Operations Support Team

18 members

Investment Management Team

12 members

Client Services Team

5 members

Compliance and Tax Solutions Team

4 members

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