Our Qualifications

Ronald R. Olson, Managing Partner (rolson@lasallest.com) is the firm's Registered Principal appointed through our Broker/Dealer, LaSalle St. Securities, LLC. He started his career in the investment business at L. F. Rothchild & Company after earning a B.A. in economics as well as an M.B.A. in accounting and finance, both from the State University of New York at Buffalo. He also spent time with the investment firms, Loeb Rhoades, Shearson and Advest. His primary focus is with the stock, bond and general securities markets, and he offers counsel in investment management and personal wealth management. Ron maintains a Life, Accident and Health insurance license as well as Series 7, 24 and 63 registrations. He is also a member of the Fidelity Investments "Advisor Council", the DWS Investments "Executive Council" and the American Funds "All America Team".

Richard F. Bisesi, CLU, Partner (rbisesi@lasallest.com) earned his degree at the State University of New York at Buffalo and holds a Life, Accident and Health insurance license as well as Series 6, 7, 22, 63 and 65 registrations. His area of expertise has brought him into the Employee Benefits arena that encompasses the design, installation and administration of Qualified Retirement Plans. Rich's counsel also includes non-qualified deferred compensation, disability insurance, long-term care insurance as well as asset management and financial investment portfolios.

Donald J. Eustice, Partner (deustice@lasallest.com) attended Penn State University and began his career in 1990 with the Mass Mutual Insurance Company where he specialized in the installation and servicing of 401(k) Plans. He has extensive knowledge in life insurance solutions as well as estate and retirement planning. In 2001, Don branched out on his own and established Clarion Financial Services where he continued to service clients until 2006 when he joined company with Ron Olson and Rich Bisesi to form the now-known partnership of First Aurora Financial Group. Don is a member of the American Funds "All America Team" and the life insurance industry's "Million Dollar Round Table".

Jeffrey E. Kamien, CPA, Partner (jkamien@lasallest.com) earned a B.S. in Accounting at Canisius College in Buffalo, NY.  He began his career at Deloitte & Touche before moving on to controller/treasurer positions at privately-owned companies in Buffalo and Syracuse, NY.  He started his financial services practice with the Northwestern Mutual Financial Network in 1994 where he served as a Wealth Management Advisor.  His tenure with Northwestern extended nearly 17 years before joining The First Aurora Financial Group in January, 2011.  Jeff maintains a Life, Accident & Health license along with Series 6, 7, 63 & 65 registrations.  His primary focus is individual wealth and risk management planning where he counsels closely-held business owners in the areas of succession and estate planning.  Jeff is a member of the American Funds "All America Team".  Away from the office, he enjoys golf and music and participates in the Music Ministry at St. Mary's in Lancaster, NY and St. Vincent DePaul in Elma, NY.

Karen A. Olson, CLTC (kolson@lasallest.com) has worked in the financial industry since 1998.  She works closely with Ron Olson providing counsel for investment and portfolio management and 401(k) retirement plan reviews.  Independently, Karen's focus is on preparing the consumer for a long life in retirement.  She reaches out to leading investment and insurance companies to provide a diversified portfolio of solutions to meet the needs of her clients.  She offers consultation to individuals and business owners; designing income and retirement plan solutions as well as affordable Long-Term Care insurance products.  In 2012, Karen expanded her area of service as a sales agent for Medicare Advantage, Medicare Supplement and Prescription Drug Plans for the 65+ consumer.  You can learn more about Karen by visiting her Long-Term Care website:  www.myltcplanning.com.  She is Series 6, 7, & 63 registered, NYS Life, Accident & Health insurance licensed, NYSPLTC certified and certified in Long-Term Care (CLTC).

Timothy J. Reed, ChFC (tjreed@lasallest.com) has been providing clients with investment counsel since 1992 when he began his career with The Prudential Insurance Company in Niagara Falls, New York. He joined the First Aurora Financial Group in 2006 and concentrates his practice on the structure and management of investment portfolios. He maintains a Life, Accident and Health insurance license as well as Series 7, 63 & 65 registrations.  In addition, Tim earned the professional designation of Chartered Financial Consultant (ChFC) from the American College which qualifies him to offer a wide range of services for estate, retirement and financial planning.

Thomas J. Ervolina, CFP (tervolina@lasallest.com) earned a B.A. in Business Management from Houghton College and holds a Life, Accident and Health insurance license and is Series 7 and Series 66 registered. Tom was a financial consultant with AXA Advisors in Williamsville, New York. where his experience in financial planning and asset management provided a high degree of service and dedication to his clients. He brings that same level of service to First Aurora Financial Group where he continues to focus on financial strategies for individual clients and businesses.

Christina F. Neri (cfneri@lasallest.com) is First Aurora Financial Group's firm administrator. With over 25 years experience in the investment and insurance industry, Mrs. Neri is the entrusted provider of personal services to our clients and acts as a liaison to the various companies assuring a smooth transition of trades, product sales and daily servicing. Our clients have come to rely on Christina's involvement to provide the appropriate amount of research that many transactions often require. She earned an Associate's Degree in Business at Bryant & Stratton College, is Life, Accident and Health insurance licensed, Series 6, 11 and 63 registered as well as the firms' Notary Public.

 

  


 KNOWLEDGE • EXPERIENCE • TRUST