Bryan J. Staniszewski, CFP®, CPA/PFS, AIF®, MBA

Director of Wealth Management and Planning

716-856-3300

bstaniszewski@lumsdencpa.com

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Bryan joined Lumsden McCormick Financial Services in 2012 with over 15 years of experience in investment services. Bryan delivers custom, holistic solutions that fit an individual’s entire financial situation, understanding the importance of cash flow, the role of taxes, wealth preservation, and how legacy building and overall wealth goals factor into the creation of a comprehensive wealth plan.

EDUCATION

Canisius College, Master of Business Administration, Professional Accounting
Canisius College, Bachelor of Arts, Psychology with a minor in Human Resources and Business Management

PROFESSIONAL

American Institute of Certified Public Accountants 
   - Certified Public Accountant (CPA)
   - Personal Financial Specialist (PFS)
New York State Society of Certified Public Accountants
Certified Financial Planner Board of Standards
   - CERTIFIED FINANCIAL PLANNER™ (CFP ®)
Center for Fiduciary Studies™- Accredited Investment Fiduciary® (AIF®)
Passed Series 7 and 66 securities exam – Financial Advisor*

COMMUNITY

Buffalo District Soccer League, President 2010-2016, 1st VP 2006-2010

FUN FACTS

When he isn’t playing soccer, Bryan spends his free time with his wife and twin son and daughter.

 

*Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency.

Service Expertise

Industry Expertise

Upcoming Events

Webinar: Manufacturing CFO Panel - Achieving Growth in 2021

Webinar: Manufacturing CFO Panel - Achieving Growth in 2021

March 04, 2021

Manufacturing CFOs are looking to make investments so that their businesses will not only weather the remainder of the pandemic but will emerge stronger and more resilient.

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BDO Webinar: Stimulus Funding Compliance Audit Update

BDO Webinar: Stimulus Funding Compliance Audit Update

February 24, 2021

On December 22, 2020, the Office of Management and Budget issued the 2020 Compliance Supplement Addendum (the Addendum) to assist auditors in performing single audits of programs related to COVID-19 funding and help nonprofit organizations and for-profit organizations navigate the related compliance requirements of their grant, contract, and federal awards.

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