Two Wealth Management Firms Announce Merger Negotiations

June 16, 2025

Lumsden & McCormick Financial Services, LLC and Lifetime Wealth Management Group, Inc. have announced plans to merge, with the transaction expected to be finalized in a few months. The merger is designed to combine both firms’ strengths, offering clients a more comprehensive suite of wealth management, accounting, tax, and advisory services. Leaders from both organizations expressed enthusiasm about the partnership, emphasizing the enhanced value and broader capabilities it will bring to clients. The firms are committed to a smooth transition, maintaining high service standards while expanding their reach and expertise.

Popcorn, Peanuts, and Cracker Jack!

March 31, 2026

It’s springtime, and that means the Buffalo Bisons season has kicked off. Lumsden McCormick would like to share our season tickets with you! The four tickets are located on the 3rd baseline, section 109. All Firm clients are eligible. Reach out to Maria Gambacorta for available tickets*. View the Buffalo Bisons schedule. Let’s root, root, root for the […]

Lumsden McCormick Names Stephanie Wilkinson First Non-CPA Firm Partner

January 7, 2026

Lumsden & McCormick, LLP, one of New York’s leading certified public accounting and consulting firms, is proud to announce that Stephanie L. Wilkinson, SHRM-CP, SPHR, PAFM, has been named Partner, becoming the firm’s first non-CPA partner. Stephanie joined Lumsden McCormick in 2012, serving as Director of Human Resources from 2012 to 2020 before being appointed […]

2026 Promotions

January 6, 2026

Lumsden & McCormick, LLP is pleased to announce 2026 Firm-wide promotions. We warmly congratulate our team on their growth and thank them for their committed work. Partner Stephanie Wilkinson Partner Administration Christine Proulx Marketing Manager Izzy Folk Marketing Coordinator Audit Patrick Swiatek Manager Victoria Bugenhagen Senior Accountant Tax Hayden Coll Principal Angela Miles […]

Lumsden McCormick Managing Partner Named to Forbes Top 200 Accountants

January 6, 2026

Lumsden & McCormick, LLP is excited to announce that Sara Dayton, CPA has been named to Forbes’ 2025 America’s Top 200 CPAs. This is the second-annual list released by Forbes, which selected CPAs across the country who have distinguished themselves at their firms, advanced the accounting profession, and have been active in their communities. According […]