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

Director of Wealth Management and Planning

716-856-3300

bstaniszewski@lumsdencpa.com

Connect on LinkedIn

PRINT PDF BIO
 

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 SIE, 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

AuditWatch University Level 3

AuditWatch University Level 3

May 23, 2020

AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.

Learn More
AuditWatch University Level 2

AuditWatch University Level 2

May 23, 2020

AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.

Learn More
SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?