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.