Financial Planning Department

 

 




PETER J. GROGAN, CFP®, CLU

After serving in the Navy, Peter received a B.S. from the University at Buffalo in 1981.  From 1982 to 1998, he was employed by American Express Financial Advisors, serving clients’ needs in both investment advice and financial planning services. A CERTIFIED FINANCIAL PLANNERTM professional, or CFP® professional, Peter joined HCB as director of financial planning services in 1998.  Peter is a senior vice president and an owner of the firm, and brings extensive knowledge of trust and tax issues to the department.  He works closely with area attorneys and accountants, and runs a monthly case study group, where area professionals meet to discuss complex financial planning topics.  Peter is also actively involved in the community, serving on the board of the Arts Council, U.B. Alumni, and previously, Cradle Beach Camp. He acts as an advisor to the Community Foundation.

AMY JO LAUBER, CFP®
Amy Jo is a 1989 graduate of Buffalo State College. She began her career in financial services at The Copeland Companies, handling deferred compensation plans, from 1993 – 1999. From 1999 – 2002, she worked as a vice president and wealth management consultant, trust and investment management, at HSBC Bank. Her primary responsibility was developing financial plans for high net worth clients.  Amy Jo joined HCB in 2003 and is a financial planner, working with the firm’s clients to develop customized financial plans. She is a CFP® professional and a member of the Financial Planning Association. Amy Jo is also active in SOFIA (Supporting Our Families Interested In Adoption) and Business and Professional Women of Buffalo.

ANGELA SEBASTIANO
A graduate of Canisius College, Angela received a B.S. in finance in 1999. She joined HCB in 1999 in the order department. In 2001, she joined the financial planning department as a financial planning assistant. She is an NASD registered representative.

 Angela Sebastiano         Amy Jo Lauber          Peter J. Grogan      


The financial planning department works exclusively with the firm’s investment clients. One of the main benefits of this approach is that we know our clients better and more fully understand both their life and financial objectives. Therefore, in developing the plan, we are better equipped to tailor it to the specific needs of the individual and to make recommendations which best suit his or her individual situation.

 

HAROLD C. BROWN & CO.
                                                                  L L C
   
 Investment Services and Financial Planning
Since 1932  

 

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