Gary Witten, CFP®, ChFC®

Investment Adviser Representative

P: 716-626-3928
F: 716-839-1886
E-mail: Gary@TeamIFS.com

Gary is dedicated to using his knowledge and over 30 years of experience to help his clients in developing and implementing holistic financial solutions. Through a passion for education and finding financial well-being, Gary strives to keep his clients well-informed and comfortable with their financial plan.

By choosing to focus on more than just his clients’ investment portfolios, he works to explore their complete financial landscape. This allows Gary to help his clients develop a balanced financial plan that’s focused on wealth preservation and accumulation strategies including retirement planning, complete cash flow analysis and possible protection plans.

Since entering the financial services industry in 1980, Gary has gained several designations including CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant, which he earned from the American College of Financial Services.

Gary’s insights have been featured in Money Magazine as well as A.M Buffalo. In addition, Gary offers several sought-after educational workshops for employees of the SUNY system.

Gary graduated from Wesleyan University, and he received his M.A. from Stanford. He currently holds FINRA Series 7 and 66 Registrations and the Life, Health and Variable Annuity licenses for multiple states. Gary is also a member of the Kinder Institute of Life Planning.

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Matt Witten

Investment Adviser Representative

P: 716-626-3928
F: 716-839-1886
E-mail: Matt@TeamIFS.com

Matt has been in the Financial Services Industry for over 12 years. He provides retirement planning action steps for his clients whether they are new hired, mid-career or retired. Matt focuses on providing a holistic approach to his client’s financial lives and helps them create a plan that suits their needs. He earned a BFA from the University of Michigan and has successfully completed FINRA Series 7 and 66 examinations. He also has his New York State Life, Accident and Health Insurance licenses.

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George Dougherty, CIMA®

Investment Adviser Representative

P: 716-626-3928
F: 716-839-1886
E-mail: George.Dougherty@Voyafa.com

George is an Investment Adviser Representative dedicated to serving SUNY employees and individuals in need of investment advisory services. With more than 19 years of financial services experience, George helps develop and implement comprehensive financial solutions as he focuses on asset allocation strategies, risk management and portfolio rebalancing.

He currently holds his Certified Investment Management Analyst® designation,administered by The Investments and Wealth Institute and taught in conjunction with MIT Sloan School of Management. In addition to being a member of the Financial Planning Association and the Investment Management Consultants Association, George currently holds his Series 7 and 66 registrations and the the Life, Health and Variable Annuity licenses for multiple states including AZ, CA, DC, DE, FL, IL, MA, ME, MI, NY, PA, TX & WI.

George is licensed to sell insurance products in DC, DE, FL, IL, MA, ME, MI, NY, VA.

George is registered to sell securities in AZ, CA, DE, DC, FL, IL, MA, ME, MI, NY, PA, TX, WI.

George graduated from the University of Rochester with a B.A. in economics and a certificate in management from the Simon Graduate School of Business.  He is also a member of USA Boxing as a United States Amateur Boxing Coach from June 2009.

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