Emergent Wealth Advisors, LLC

Andrew Kiefer is a financial advisor at Emergent Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Investment and Legend Advisory Corporation. Outside of finance, he serves as a Police Captain supervising the patrol division for the Village of Kenmore. Emergent Wealth Advisors serves individual clients, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, and limited ERISA 3(21) fiduciary services. The firm develops investment programs tailored to client goals and risk tolerance, utilizing both in-house management and third-party platforms.

Jeremy Wagner is a financial advisor at Emergent Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC. Wagner also maintains a licensed insurance practice as a sole proprietor. Emergent Wealth Advisors serves individual clients, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and limited ERISA 3(21) fiduciary services. The firm develops investment programs tailored to client goals and risk tolerance, utilizing both internal management and third-party platforms.

Charles Hanny is a CFP® professional with 28 years of industry experience, currently serving at Emergent Wealth Advisors, LLC. His prior roles include positions at Leigh Baldwin and CO. and American Portfolios Financial Services, Inc., among others. Outside of his advisory work, he is involved with 7 Layton Inc., a multi-family rental property business. Emergent Wealth Advisors serves individual clients, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, and limited ERISA 3(21) fiduciary services. The firm customizes investment programs based on client goals and risk tolerance, utilizing both in-house and third-party managers.

Nicholas Efthemis is a CFP® professional with 29 years of industry experience, currently affiliated with Emergent Wealth Advisors, LLC. His career includes roles at Leigh Baldwin and Co., American Portfolios Financial Services, Inc., and operating as a sole proprietor. Outside of his advisory work, he is licensed as an insurance agent. Emergent Wealth Advisors serves individual clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and limited fiduciary retirement plan services. The firm customizes investment programs based on client goals and risk tolerance, utilizing both in-house and third-party management platforms.