The Williamsville team consists of...

Team Members:

• Justin Chatelle, CFP®, Financial Consultant
• Pat Madison, Financial Consultant

With eight years of experience advising clients on all aspects of their financial lives, Justin brings a deep understanding of cash flow analysis, retirement planning, insurance, tax strategies, and estate planning. Before joining the team, he worked at a Buffalo-based independent wealth management firm, helping clients navigate complex financial decisions with clarity and confidence.

Justin believes that financial planning should prioritize people, not just portfolios. He views planning as a powerful tool to help clients live their best lives with confidence and purpose.