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

Past Event - Slides Available: 2019 Exempt Organizations Conference

PAST EVENT - SLIDE DECKS AVAILABLE - 2019 Exempt Organizations Conference

View the slide deck from the Lumsden McCormick 25th Annual Exempt Organizations Conference held on November 22, 2019.

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AuditWatch University Level 6

AuditWatch University Level 6

December 01, 2020

AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.

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