Maurice L. Naylon III, CLU®, ChFC®
Moe is a graduate of Colgate University. In 1979 he received his Chartered Life Underwriter® (CLU) designation and followed up in 1982 with the conferment of his Chartered Financial Consultant® (ChFC) designation. Over the years Moe has contributed his time to a number of financial services organizations. He served as president of the Buffalo Association of Insurance and Financial Advisors in 1983 the Buffalo Chapter of the Society of Financial Services Professionals in 2004 and the Financial Planning Counselors of Western New York in 2011. He is a life and qualifying member of the Million Dollar Roundtable (MDRT).
In addition, Moe is an author having written articles on various financial planning topics during his career. Prominent among his community activities, Moe is a founding director and past president of the Buffalo Renaissance Foundation.
William D. Wright
- Specializes in comprehensive estate and business succession planning for clients. He served as Managing Principal for the entire Northern New York Regional Planning Office. He now works on developing advanced coaching and training concepts for financial planners in the high net worth marketplace.
- Bachelors degree in Organizational Management from the State University of New York at Buffalo. As a Registereed Principal, Bill holds Series 6, 7, 63, and 24 security registrations.