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Archives: Team Member

Andrea Kaufman

With over 15 years of experience, Andrea “Andi” Kaufman is responsible for providing high-level operational support to LVW clients and team members. Andi’s magnetic personality and innate communication skills make

Ashley Tichacek

With 13 years of professional experience, eight focused specifically on client asset management, Ashley Tichacek is well prepared to provide operational and service support to LVW’s client base. Her deep

Michelle Webb

Michelle Webb, a Rochester native, is the first person you will be greeted by upon entering the LVW office. Having lived in various states and abroad, gaining a wide range

Ashley Sullivan

With over 15 years of experience, Ashley is an advisor on the private wealth team, dedicated to providing top-tier service and helping build client financial strength and well-being. Ashley began

Nicholas (Nick) Mezzoprete

Nick Mezzoprete is an integral part of LVW’s research and reporting functions primarily for LVW’s institutional clients. A recent graduate of the University of Buffalo, where he received his bachelor’s

Allison (Allie) Bell

With nearly 10 years of broad experience in the finance industry, Allie Bell is responsible for providing LVW clients a full range of wealth management services and operational support. Her

Jeffrey R. Wagner, MBA

Jeff Wagner is a Senior Partner at LVW and advisor to the firm’s family wealth and institutional clients. With over 20 years of industry experience, Jeff is a voting member

Richard Van Kuren, CFA®

Rick Van Kuren is a senior partner and original member of LVW Advisors. He has more than 30 years of strategic investment experience, with a current focus on foundations, endowments

Chris Van Buren, CFP®, CPWA®

Chris Van Buren works closely with our family wealth clients supporting all aspects of our holistic investment consulting approach. Chris has been passionately providing investment consulting and advanced financial planning

Jonathan Thomas, CFP®

Jonathan is an advisor on the private wealth team. He works directly with clients to provide financial planning, investment management, and research as part of LVW’s holistic consulting approach. Previously,

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