Entrepreneurial solutions

We put entrepreneurs in their own unique category because they are creators. They take an idea and turn it into a reality. We understand there is great responsibility in assisting with your business - something that is an extension of you. As entrepreneurs ourselves, we appreciate the complexities of owning and operating a business.

Wealth management for entrepreneurs requires a deep understanding of not only the financial aspect of a business, but for the personal side as well. Our customized wealth planning strategies allow us to effectively serve entrepreneurs whether they are looking to sell their business, raise capital for a future exit, or discuss investment strategies for presently liquid assets.

image of Steve Sheresky

Steve Sheresky

Senior Vice President - Financial Advisor, Senior Consulting Group

image of Jeff Sheresky

Jeffrey L. Sheresky

Senior Vice President - Financial Advisor, Senior Consulting Group

image of Kenneth Sheresky

Kenneth Sheresky, CEPA®

Vice President - Financial Advisor, Consulting Group

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Jeff Samsen

Senior Vice President - Financial Advisor, Consulting Group


Jeannine Barlotta

Associate, Business Senior


Stanley Weeks

Senior Registered Client Associate


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Echelon Wealth Strategist


Corporate & Executive Services


Corporate and Executive Services


Wealth Management Consultant

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