Gwendolyn is passionate about those she serves. It is her privilege to partner with those who understand the need to strategically align their current financial choices for their future retirement goals. She appreciates those who understand the balance in life of saving, living, and giving back. Her ideal clients are Social Entrepreneurs, Philanthropists, Teachers, Widowers, and family focused hard workers. Her goal is to educate her clients to make investing simple and intentional.
She can choose from a variety of products through Lincoln Investment in the wealth management field in order to create a Financial, Philanthropic, or Retirement Plan strategically designed for the needs of you and your family, your community, or your business. As a Certified Retirement Specialist (CRES) Advisor she is approved to educate others in their retirement options and financial strategies. She currently holds FINRA Series 7 & 66 securities registrations.
Over 20 years in launching, managing, and leading businesses in the for-profit, and non-profit sector, Gwendolyn shares in the struggles we all face as individuals and business owners in continuous changing economic conditions. Finding purpose in the sacrifices we make to launch businesses or nonprofits, concerned for the safety and security of our aging parents or success of our kids; she is honored when her clients achieve the peace they seek through financial well-being and the hope they find through charitable giving. Giving back to her community is a priority of hers. It’s a passion that will always drive her decisions and a legacy she will be remembered for.
President of FOCUS (Addiction Prevention Coalition) currently funded by the White House Office of Drug Control Policy. Public Policy Advocate for the needs of Women in Business and Addiction Education and Resources. Former Board of Director for NAWBO (National Association of Women Business Owners) and Lancaster Chamber of Commerce. Current President of the WNY National Academies Foundation which oversees the WNY region of High School Academies and Advisory Board Member for Academy of Finance (Depew High School) which teaches students Financial Literacy and Business Development skills. Public Speaker and Published Author of “Walking the Fine Line”. Most importantly, single mother of her two boys, Gabriel and Julian; when she’s not with them she’s out there in the community encouraging social and cultural impact for a better WNY.
Awards
2022 NYS Senate “Woman of Distinction” Award
The New York State Senate is proud to recognize Women of Distinction who have been positive forces within their communities. These women are selected by their State Senators to serve as role models for others to emulate and follow.
2021 Invest in Others “Catalyst Award-Honorable Mention”
The Invest in Others Charitable Foundation established its awards program to recognize the charitable work of financial advisors in communities across the country and around the world. Invest in Others received hundreds of nominations this year and honorable mentions were selected based on their leadership, dedication, contribution, inspiration, and impact on a nonprofit and the community it serves.
2021 WNY Chemical Dependency Consortium “Gold Key-Community Achievement” Award
The Western New York Chemical Dependency Consortium (WNYCDC) is a regional forum for communication among prevention, intervention, treatment, recovery, and research professionals, educators, and regulatory agencies. The Gold Key Awards recognize exceptional accomplishments in the field of substance use prevention, substance use disorder treatment, and recovery by professional staff, service providers, businesses, community groups, or individual supporters in the eight-county region of western New York.
2018 Business First “40 Under 40 Young Leader” Award
The goal of the Buffalo 40 under 40 award is to identify 40 men and women — under age 40 — who are successful in their professions and heavily involved in community activities. The award is a result of a nomination process; two panels who eventually chose the winners screen the nominees. The nomination form consists of questions regarding business accomplishments, community involvement, other achievements and awards, and why this person should be chosen for the award. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Any client should not construe this award as an endorsement of the advisor nor are they representative of any one client’s evaluation.
2017 Lancaster Chamber of Commerce “Agent of Change-Advocacy” Award
2016 Big Brothers Big Sisters of Erie County “Women Who Moves the City” Honoree