Julianne Lepo, CDFA

Julianne Lepo, CDFA

Financial Wellness Coordinator

Julianne joined Silver Grove Financial Group, Inc. in 2013 as our Financial Wellness Coordinator coming from a very successful 17 year career as a financial advisor at M&T Bank.  Born and raised in a small town outside of Portland Oregon, she moved after school to Buffalo New York.   Julianne raised her family and established a great career here in Buffalo gathering 17 years of experience in the financial planning field.   She specialized in one-on-one client interaction, understanding, educating and informing women’s groups, non-for profits organization and families on how to begin to create and help protect wealth for their futures.

Julianne offer access to Financial Planning opportunities for married and single people to include, IRA’s, 401(k), 403(b), and general investment and insurance protection opportunities. Specialized planning strategies for families and individuals that seeks to grow their assets all the while managing assets and protecting beneficiaries. Individuals who find themselves in the middle of a job change, expected or not could benefit from a Financial Consultant that focuses on all the imperative keys in seeking a financially sound future.

Please visit her Individual website and blog at www.lepofinancial.com

Contact Julianne:  julianne.lepo@lpl.com  or (716) 800-4290