Shield Wealth Advisors

Brendan Taylor is a financial advisor at Shield Wealth Advisors with four years of industry experience. He holds a Series 65 designation and has been with Shield Wealth Advisors since 2020. Prior to that, he was associated with John W. Haberstro d/b/a Shield Wealth Management and has experience working at the University of Oklahoma and LotteryRewards. Shield Wealth Advisors primarily serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented, long-term investment approach combined with tactical and strategic asset allocation, and offers both direct management and third-party sub-advisory programs.

Dawn Robinson is a financial advisor at Shield Wealth Advisors with eight years of industry experience and holds a Series 65 designation. She has worked at Independent Solutions Wealth Management and Argus Tax, Inc., and currently operates Robinson Tax Service, providing accounting and tax services. Additionally, she serves as president of WNY Safe Solutions Consulting, a security and safety consulting firm. Shield Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented, long-term investment approach combined with tactical and strategic asset allocation, utilizing both direct management and third-party sub-advisors to implement tailored portfolios.

John Haberstro is a financial advisor at Shield Wealth Advisors in Williamsville, NY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PEAK Brokerage Services and various insurance carriers through W&R Insurance Agencies. Haberstro has been with Shield Wealth Advisors since 2020. Shield Wealth Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a value-oriented, long-term investment approach combined with tactical and strategic asset allocation, offering both direct asset management and third-party sub-advisory programs.