Broker Check

Team

Brian J. Jensen, CFP®, CLU, CHFC, AIF®

(716) 362-0175

(716) 362-0189

bjensen@jmlvwealthplanning.com

Brian began working at the predecessor firm of Jensen, Marks, Langer & Vance LLC in 1980 after...

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Christopher M. Marks, J.D., MBA

(716) 362-0170

(716) 362-0189

cmarks@jmlvwealthplanning.com

Christopher M. Marks works primarily with closely held businesses and their owners and executives...

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Cynthia E. Vance, J.D., CFP®, CHFC

(716) 362-0170

(716) 362-0189

cvance@jmlvwealthplanning.com

Cynthia began working in the financial services industry in 1983. She earned her CERTIFIED FINANCIAL

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John Langer, MBA

(716) 362-0170

(716) 362-0189

jlanger@jmlvwealthplanning.com

John concentrates on working with individuals, professionals and business owners in developing...

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Phillip K. Vance

(716) 362-0170

(716) 362-0189

pkvance@jmlvwealthplanning.com

Phil began his career in the financial services industry in 1993 when he became a licensed life insurance...

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Shawn P. Connolly MBA, CFP®

(716) 362-0170

(716) 362-0189

sconnolly@jmlvwealthplanning.com

Shawn has been a financial planner since 2000. He has been recognized as a qualifying member of the...

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Andrew D. Leberer

Client Support Director

716-362-0188

716-362-0189

aleberer@jmlvwealthplanning.com

Drew has been registered in the securities industry since 2007 and holds Series 7, 63 and 65 securities registrations with LPL Financial, as well as a NYS Life, Health & Accidental Insurance license. Using personalized...

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Chelsea Blasch

716-362-0170

cblasch@jmlvwealthplanning.com

Chelsea Blasch has been with Jensen, Marks, Langer & Vance since 2012. Using her extensive background in client relationship management, Chelsea assists our firm in maintaining and growing our client base. Since becoming a member of...

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Karen Mulvey

716-362-0170

kmulvey@jmlvwealthplanning.com

Karen began her career in the insurance and financial services industry in 1974 with Bankers Life Insurance...

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Katie Long

Client Logistics Coordinator

716-362-0185

klong@jmlvwealthplanning.com

Katie (Huber) Long has been a great addition to our team since March 2010.  She has assisted with client relationships...

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Lindsey A. Kasperczyk, AIF®
 

(716) 362-0170

(716) 362-0189

lkasperczyk@jmlvwealthplanning.com

Lindsey Kasperczyk joined Jensen, Marks, Langer & Vance LLC in March of 2014. Among her many duties, Lindsey provides excellent client relationship support to the team of Cynthia Vance and Christopher Marks. In addition, Lindsey is...

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Rachael Wooley

716-362-0170

rwooley@jmlvwealthplanning.com

Rachael Wooley is a key member of the Jensen, Marks, Langer & Vance team. She assists in...

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Thomas Bender

Financial Planning Coordinator

716-362-0170 x225

tbender@jmlvwealthplanning.com

Tom has been in the financial services industry since 2013.  He is a Certified Financial Planner™ professional and holds the Series 7 and 66 registrations with LPL Financial, as well as...

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Victoria Wilson

716-362-0170

vwilson@jmlvwealthplanning.com

Tori Wilson joined the team in the fall of 2017 as a Financial Planning Coordinator. Tori provides general administrative and support functions to the team of Cynthia Vance and Christopher Marks. In addition, Tori is responsible for...

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