Associates
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Michael G. Minter President |
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Financial Analysis BS Degree University at Buffalo (Ranked Top 50 Business Program by the Wall Street Journal)
Established client base of over 300 individuals, businesses, and organizations Registered Investment Advisor, Registered Representative/Securities and Advisory Services (Series 6, 63, 65, 7) offered through *LifeMark Securities Corp., Member FINRA, SIPC, New York & Florida Recognized by Crescendo Business Services & the Buffalo Spree Magazine as one of Buffalo's Five Star Wealth Managers (fivestarprofessional.com) Sponsoring Member of the University at Buffalo, School of Management Internship Program (CBIP) (http://mgt.buffalo.edu/internships) since 1999, recognized for outstanding internship contributions, CBIP award |
Sales Manager with John Hancock Financial Network, Empire Financial Partners 1999-2006
Started in the Financial Services Industry with John Hancock Financial Network in 1997 Certified by NYS Partnership Plan Qualifying Member of the Million Dollar Round Table 1998, 1999, 2003 John Hancock President's Conference Qualifier Born and raised in Washington, D.C. for 18 years Presently resides in Buffalo, NY and Tampa, Florida 1996-'97, #1 Singles/Doubles & Captain, University at Buffalo, Division I 1994-95 Lander University, NCAA Division II, National Champion Men's Tennis Team |
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Lloyd Schneider Associate |
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Bachelor's Degree in Physiology/Personal Wellness from the University of South Florida US Navy 1988-1992 & active duty reservist 1992-2006 Owner/President Upright Financial, Inc., Independent Insurance Agency Established client base of over 700 individuals Life/Health & Annuities Licensed General Manager with AmeriLife & Health Services 1998-2011 managed & trained 15+ agents Recognized in the insurance industry as one of the leading insurance professionals for Medicare Supplemental Plans, Fixed Indexed Annuities, and Life Insurance Planning |
Started in the Insurance Industry with AmeriLife & Health Services in 1998 Top Medicare Supplement Producer 2004 & 2005 2000-2010 President's Club Qualifier & Double Qualifier with AmeriLife and Health Services Born and raised in Long Island, NY and moved to Tampa, FL at the age of seventeen Presently resides in Tampa Bay area Married to lovely wife Margo, with two children Jack and Rachael Passion and love for indoor & outdoor volleyball and serving the community with charitable efforts |
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Shawn F. Byrne, CLTC (Certified in Long Term Care) Associate |
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Started with the Charles J. Sellers group in 1997 Became Affiliated with John Hancock in 1998 Established client base of over 300 people Recognized as one of Western New York's leading Long Term Care Specialists Certified by New York State Partnership Plan |
Born 1953 and raised in Western New York, graduated Bishop Timon H.S. Earned Associate of Arts from St. Gregory's College in Shawnee, Oklahoma, Received Bachelors of Arts Degree from Geneseo State University, 1975 Presently reside in Amherst NY with my wife Mary Elizabeth and 2 sons Qualified for John Hancock's Presidents Conference in 1999 |
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Anelise C. Minter, MBA Marketing Director and Accounts Manager |
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Currently resides in Williamsville, NY Graduated in 1994 from the University Federal of Santa Catarina, Brazil, with a B.S. degree in Business Administration and a concentration in Logistics. 1998 ESL - concentration in business from the University of Berkeley, CA, USA and Lincoln University, San Francisco, CA - USA. MBA (Marketing) in 2002 from the FGV - ESAG, Santa Catarina, Brazil. 1989 started as an intern CPL - Ice Cream & Frozen Products Distribution - in Logistics. (Palhoca-SC) 1991 worked at CPL - Ice Cream & Frozen Products as an accountant assistant. |
1992 - 1993 - Financial assistant - CPL- Ice Cram & Frozen Products. 1993 - 1994 Managed Ceramic & Tiles Show Room - Florianopolis - SC - Brazil 1994 - 1995 - Financial manager CPL - Ice Cream & Frozen Products. 1999 - Management of Costs at Makenji Clothing Stores - Florianopolis - SC - Brazil 1995 - 2004 - Financial and General Director -CPL - Ice Cream & Frozen Products. 2005 - present ? Marketing Director and Accounts Manager for Mintco Financial, Inc., Owner of private Real Estate Company |