Our Team

Julius W. Aebly, Jr.

President

716-773-6522

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

Thomas A. Lytle

Investment Advisory Representative

716.773.6626

716.773.6522

tom@lytleinvestments.com

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...

Paul D. Lytle

Investment Advisory Representative

716.773.6626

716.773.6522

paul@lytleinvestments.com

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...

William J. Williams

Investment Advisory Representative

716-773-6626

716-773-6522

bill@lytleinvestments.com

Bill brings over 25 year of business development experience specializing in investment advice and retirement plan design. Bill holds the Series 7 and Series 63 registrations administered by the Financial Services Regulatory Authority...

Marie Zaczek

Manager of Administrative Operations

716.773.6626

716.773.6522

marie@lytleinvestments.com

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.

Shari Yates

Administrative Assistant

716.773.6626

716.773.6522

shari@lytleinvestments.com

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.