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...

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...

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...

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 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...

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 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...

Jonathan Macko is a Certified Financial Planner (CFP) and a Charter Retirement Planning Counselor (CRPC). He began his career in finance over 10 years ago at Wells Fargo and moved to Morgan Stanley in 2013. Jonathan graduated from the...

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...

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...

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...

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...

Chloe grew up in Huntington Beach California and when she graduated high school she enlisted in the United States Air Force where she served Honorably for 7 years. She has an Associate’s Degree in Human Resource Management and is...

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 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...