Chief Executive Officer
Matthew Dauksza, CFP®, CLU®
Chief Investment Officer,
Wealth Manager
(315) 907-6099
Matt founded his own wealth management firm, Excelsior Wealth Partners, to focus on client needs without a corporate agenda. Matt specializes in working with clients to provide wealth management...
President
Matthew T. Champion, CFP®, RICP®
President,
Wealth Manager
As President of Excelsior Wealth Partners, Matt Champion is focused on growing his wealth management practice with an open architecture platform that allows flexibility in assisting his clients to achieve their financial goals. Prior...
Senior Partner
Kevin Christopher
Wealth Manager
Over a decade of expertise in financial planning and investment management. Specializes in crafting comprehensive retirement planning strategies tailored to your needs. Holds Series 6,7 and 63, 65 securities licenses along with life...
Excelsior Advisors
Louis C. Goeckel, CFP®
Wealth Manager, Financial Advisor
(315) 907-6099
To book an appointment with Lou, please follow this link: https://go.oncehub.com/LouGoeckel
Lou is a Buffalo native and moved to Baldwinsville in 1999. He and his wife, Shelly have two children, Catherine and Jack (John)...
Jeff D. Dzwonkowski
Wealth Manager
Jeff specializes in Retirement Income, Wealth Management Strategies, and Estate Protection Planning. Jeff is a Financial Industry Regulatory Authority General Securities Representative (Series 7) and a State Securities Agent (Series...
Anna Hartwell
Wealth Manager
Starting over after loss or divorce is scary. You’re in unknown territory. Outside of the emotional struggles you now face, you have questions and concerns about your financial life that are beyond overwhelming. I completely...
Russell Stout
Wealth Manager
Jonathan Macko
Wealth Manager
Alex Dauksza
Wealth Manager
Austin Vanderhoof
Wealth Manager
Brandon Champion
Wealth Manager
Brandon Champion is a dedicated and ambitious Executive Assistant beginning his career in the wealth management industry. Brandon is a graduate of SUNY Oswego, where he earned his bachelor’s degree in finance and discovered a passion...
Derek Meka
Financial Planner
Robert Rolfe
Wealth Manager
I am driven by seeing people accomplishing their goals and experiencing their dreams. Over the years, I have helped hundreds of people construct road maps to their future, and arrive at their life's destination successfully. My proven...
Travis Decker
Wealth Manager
Travis Decker, born and raised in Oneida, NY, is a driven and enthusiastic Research Analyst beginning his journey in the finance industry. He is a graduate from Utica University with a bachelor’s in finance. His passion for financial...
Independent Partners
Terrence M. Tormey, CLTC, AEP®, CLU, ChFC®
Independent Partner
Terrence M. Tormey began his career in the financial services industry in 1984. His professional credentials are the hallmark of his effective service to thousands of clients over the years. He holds both the Chartered Life Underwriter...
Mark Squairs
Independent Partner
Mark started his career with Prudential Insurance in May 1984, joining his father and two brothers. During his tenure, he won numerous awards for performance both as an insurance agent and manager. Six of his 13 years with Prudential...
Joseph A. Viviano
Independent Partner
Joe has spent the last 38 years successfully working in the Merchandising/Category Management profession in both the Wholesale and Retail Grocery/Drug Store industry in Central New York. Joe has recently semi-retired after a very...
Joseph P. Viviano
Independent Partner
Joe began his financial services career in 2010, starting as an intern at AXA Equitable during his senior year at Le Moyne College. He has served as a licensed Financial Advisor since 2011. As a seasoned professional with more than a...
Stuart Nichols
Wealth Manager
Stuart Nichols started his professional career in his family’s property and casualty insurance agency eventually becoming a partner. At the same time he obtained his life insurance license and eventually his securities license as...
Team Members
Emily Squairs
Executive Assistant
Emily was born and raised in Syracuse, NY and graduated from the University at Buffalo with a bachelor’s degree in Communications. In 2016, she joined her father in the family business as his executive assistant and in 2018...
Jessica Cole
Executive Assistant
Lindsey Koenig
Executive Assistant/Office Manager