Broker Check

Chief Executive Officer

Matthew Dauksza, CFP®, CLU®

CEO

(315) 907-6027

(315) 907-6099

mdauksza@excelsiorwp.com

Matt founded his own wealth management firm, Excelsior Wealth Partners, to focus on client needs without an corporate agenda. Matt specializes in working with clients to provide wealth management...

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President

Matthew T. Champion, CFP®, RICP®

President

(315) 907-6029

mchampion@excelsiorwp.com

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...
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Vice President

Kevin Christopher

Vice President

(315) 907-6031

Kevin Christopher, joined the Excelsior firm to extend his reach helping Central New Yorkers achieve economic success. After suffering the sudden loss of his Father a decade ago, Kevin discovered his true passion as he became...

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Excelsior Advisors 

Louis C. Goeckel, CFP®

Wealth Manager, Financial Advisor

(315) 907-6049

(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)...

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Jeff D. Dzwonkowski

Financial Advisor

(315) 907-6050

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...

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Anna Hartwell

Financial Advisor

(315) 907-6032

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...

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Russell Stout

Senior Wealth Partner

(315) 224-2426

Russell has over 19 years experience as a Financial Advisor. Prior to joining Excelsior Wealth Partners, Russell held the title of Vice President of Investments at M&T Securities, where he was consistently ranked as a top 10 Financial...

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Jessica Cole

Executive Assistant

(315) 429-3308

Jessica has been working as an assistant in the financial services industry for the last 6 years. In that time, prior to Excelsior Wealth Partners, she has assisted Russell Stout at M&T Securities. She currently is working on obtaining...

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Independent Partners

Terrence M. Tormey, CLTC, AEP®, CLU, ChFC®

Independent Partner

(315) 415-2039

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...

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Robert Rolfe

Independent Partner

(315) 216-4052

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...

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Sean Malley

Independent Partner

(315) 450-5247

Sean became Vice President of Integris Financial Network, LLC. in 2018. He is dedicated to helping clients and acting as a trusted consultant that you can turn to for honest financial advice. Sean is committed to helping you pursue...

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Mark Squairs

Independent Partner

(315) 422-0074

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...

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Emily Squairs

Executive Assistant

(315) 422-0074

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...

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Team Members

Gina Scollo

Office Manager, Executive Coordinator

(315) 303-1668

Gina was born and raised in Syracuse, NY. She graduated from SUNY Oswego with a bachelor's degree in Business Administration. She has over five years of experience in the financial industry. In her free time, she enjoys spending time...

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