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Our Team

Julius W. Aebly, Jr.

President

716-773-6626

716-773-6522

[email protected]

As company President, Julius holds the Series 7 and 63 securities registrations administered by the Financial Industry Regulatory Authority (FINRA).

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Thomas A. Lytle

Investment Advisory Representative

716.773.6626

716.773.6522

[email protected]

Tom has over 30 years experience as an investment adviser and over 40 years experience in retirement plan design and administration. Tom holds the Series 7 and Series 63 registrations administered by the Financial Services Regulatory...
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Paul D. Lytle

Investment Advisory Representative

716.773.6626

716.773.6522

[email protected]

Paul has over 30 years experience in the area of investment advice and retirement plan design and administration. Paul holds the Series 6 registration administered by the Financial Services Regulatory Authority (FINRA). He graduated...

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Charles A. Lytle

Investment Advisory Representative

716.773.6626

716.773.6522

[email protected]

Charles’ area of expertise is investment advice and retirement plan design and operation. Prior to joining the firm, he worked for Callan Associates, an institutional investment consulting firm, in their San Francisco and Chicago...
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Marie Zaczek

Manager of Administrative Operations

716.773.6626

716.773.6522

[email protected]

Marie joined the firm in 1988 and serves as Operations Manager and Compliance Officer. Her prior work experience includes Accounting Management and Personnel Management. Marie is also a licensed Notary Public.
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Shari Yates

Administrative Assistant

716.773.6626

716.773.6522

[email protected]

Shari joined the firm in 1985 and provides customer support in the retirement plan and 401(k) plan area and for our fee-based clients.
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Julie Keller

Administrative Assistant

716.773.6626

716.773.6522

[email protected]

Julie joined the firm in 1988 and provides customer and administrative support for our fee-based clients.
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