Our Team

Jerry Polovnuk - President

Has been assisting clients in understanding and planning their financial lives since entering the business in 1990. His approach is client centered and focuses on the needs and desires of the people and businesses he works with . A self-proclaimed curious learner, I have a great passion for challenging the norm to find a better solution for our clients. I appreciate the value of relationships and I am motivated to provide thoughtful solutions that not only consider the facts and numbers, but truly understand what it means for our clients and how I will help get them to where they want to be.

NY State of Health #SX09217 and #SI09217

NY Life & Health License
FINRA Series 6 & 63

Philip N Ulett - Vice President

Has been assisting clients in understanding and planning their Insurance and Final Expense Planning since entering the business in 1995. He also assists Business Owners with Benefit and Tax Strategies. His approach is also client centered and focuses on the needs and desires of the people and businesses he works with .

NY Life & Health License 


Mark A Dobson - Vice President

Over the years it has been Marks privilege to help his clients effectively maximize their assets, enhance the quality of their lives, and realize personal and financial goals. He has never taken for granted the fact that our clients trust us with far more than their assets. The realization is that their dreams, aspirations, and their well being depends on his prudent council.

NY Life & Health License 


Candyce Vana Ingwersen - Attorney At Law 

Estate Planning Attorney that makes house calls!

Planning now helps you prepare for future possibilities. 

Is highly skilled at Preparing Now for If and When...

  • Works extensively at Estate Planning for our clients on anything from a Last Will and Testament to advanced Trust and Asset Planning. Power of Attorney, Healthcare Proxies and Directives to Appointment of Guardians, Elder Law & Medicaid Planning , Landlord-Tenant Law

(716) 523-4356

[email protected]

Book Your Session

Give us a ring

+1 716 240 5187

Send us an email

[email protected]
Follow Us