Silver Grove’s Associated Firms

Kyle A Leikam is a Certified Exit Planning Advisor (CEPA), Chartered Retirement Plan Specialist (CRPS), and Accredited Portfolio Management Advisor (APMA) specializing in working with affluent households and small business owners as they navigate the complex process of exiting their businesses. Based in Buffalo, NY, Mr. Leikam brings a wealth of expertise to the table, providing tailored financial advice and strategic planning solutions.

With a deep understanding of business transitions and retirement planning, Mr. Leikam has earned a reputation for helping clients achieve their financial goals while ensuring a smooth transition during critical life events. As a trusted advisor, Mr. Leikam takes pride in guiding clients through the complexities of portfolio management, exit planning, and retirement strategies.

Outside of work, Mr. Leikam enjoys golfing and spending time with family. Residing in Fredonia, NY, with his wife and son, Mr. Leikam is actively involved in the community, serving on the board of the SUNY Fredonia College Foundation, the United Way of Northern Chautauqua County, and the Northern Chautauqua County Community Foundation. This commitment to community service reflects his belief in giving back and supporting local initiatives.

Mr. Leikam’s combination of professional expertise and dedication to community service makes him a valuable resource for clients and a respected member of the community.

Annette began her career in financial services more than 17 years ago with a focus on helping people recognize financial goals, setting a plan to pursue them, and protecting themselves along the way with a complete financial plan. She has grown in her career through referrals from clients who understand the benefits of working with an advisor who sees people and their goals without limitations of account sizes.

Outside of the office, Annette has served on the Board of Directors for Hamburg High School's Academy of Finance for many years, making connections with students and staff to develop an early understanding of good financial habits. She actively participates in annual charitable events including The Ride for Roswell, the nation’s largest cycling event which brings people together to celebrate cancer survivors, pay tribute to those we’ve lose, and raise funds for cancer research. Annette and her husband Dave enjoy time with their children and family, travel, and anything outdoors.

“Make your money work for you.”

Katie takes a personalized, holistic approach to wealth management. With almost two decades of financial industry experience working with clients on managing their money and developing financial roadmaps for all of life’s transitions. She offers the clientele the highest degree of attention and customer service through a variety of financial planning services as every person’s situation is unique.  

After many years of working and building her expertise in the banking and securities financial industry, as a Financial Advisor and CERTIFIED FINANCIAL PLANNER, she was Managing Partner of another Independent firm from 2015 to 2020 before Katie opened her own practice, Haven Financial Planning, in 2020.

At Haven Financial Planning, Katie works with everyone from individuals and families to small business owners, offering tailored financial guidance to align with each person’s individual needs and goals in a nonjudgmental zone. From creating a personal budget to developing a retirement plan through estate / legacy plans, Katie has advised on every aspect of the financial planning journey. Katie is committed to providing clients with critical knowledge, tools, and guidance to take control of their financial futures.

A significant part of her practice involves working with Estate Planning, before and after death.  Katie will help you align your legacy goals with the proper structures needed in place to achieve them.  She also helps executors, and their families work through the estate complexities after the loss of a loved one by helping to make complicated matters easier transition during a difficult time.  

Over several years, Katie has become a regular guest on WDCX Radio.  She holds an MBA in Finance from Wilmington University and a CFP® (CERTIFIED FINANCIAL PLANNER™) and is a registered CDFA® (Certified Divorce Financial Analyst).  Additionally, she is a graduate of the University of Buffalo’s CEL program.

Katie was honored to be listed in the Business First “Who’s is Who in Banking & Finance” 2 years in a row.

Katie also serves on the Executive Board of Habitat for Humanity Buffalo and serves as the Board Secretary. Affordable home ownership should be made available to as many as possible and is an important mission of hers.  

Katie can be contacted directly at Katie.Weibel@lpl.com or 716.458.1900.  Please visit our website www.HavenPlanning.com and be sure to join our FB page for daily financial tips. 

JBM Health & Wealth Consulting is not affiliated with LPL Financial

Andrew has been working in the financial industry for 26 years. He has experience at L.C. Wegard & Co., Principal Financial Group, M&T Securities, LPL and is now working with Silver Grove. He enjoys spending time with his wife, Kim, and his 4 kids while also actively volunteering at Obi Community Church.

His licenses include: Series 63, Series 7, Series 24 held with LPL Financial.

Swartwout Financial Management is not affiliated with LPL Financial.

“An emotional crisis doesn’t have to be a financial crisis.”

Julianne began her journey in the financial industry more than 25 years ago, first as a coach and then as an advisor with M&T bank before, most recently, founding her own firm, Turning Tides Financial, LLC, in 2013.

Julianne’s decision to branch out independently comes from an affinity she feels for people who are experiencing sudden change in their lives, such as the death of a spouse, unexpected retirement, and especially divorce. Her ideal client is facing financial upheaval in the midst of emotional turmoil and is looking for a financial advocate to be part of their team. Today, she offers her own suite of financial advising and planning programs to men and women who are facing the challenge of divorce.

Julianne is a registered CDFA® (Certified Divorce Financial Analysor), and a member of both the New York State Dispute Resolution Association (NYSDRA) as well as the Institute of Divorce Financial Analysts (IDFA). Julianne also holds the following licenses:

• Series 65 - Uniform Investment Adviser Law Examination (held with Silver Grove Advisory Services)
• Series 63 - Uniform Securities Agent State Law Examination (held with LPL Financial)
• Series 7 - General Securities Representative Examination (held with LPL Financial)
• Series 6 - Investment Company Products/Variable Contracts Representative Examination (held with LPL Financial)

Julianne loves to be active in the local community and has been involved with Junior Achievement of WNY (Jaycees) and also the Save a Tear Project, an organization focused on bringing awareness to mental health and suicide prevention. She recently participated in a triathlon for the Leukemia & Lymphoma Society.

Julianne and her partner live locally with their extended family - two dogs and five cats. She is grateful for every opportunity to spend time outdoors, enjoying the company of her family and friends.

Securities offered through LPL Financial, Member FINRA/SIPC

With over 30 years of experience as an independent Wealth Advisor and a Certified Fund Specialist, Mark works with a select group of professionals and business owners who, among other things, aspire to a work optional lifestyle.

"I respect my clients for their hard work. And I am thankful for the opportunity to earn their trust, which includes returning every phone call, text and email you send me!"  

His practice is designed to work with you- to manage your investments to prepare for, and then enjoy a work-optional retirement with Commission-Free Tax Managed Accounts.

Mark, his wife Heather, and his family are proudly Buffalo born and bred.

Specialties: Retirement Income Distribution Management. Tax-Efficient Portfolio Solutions. Family Legacy Planning.

Contact Mark at: 716-633-4035 or mark.procknal@lpl.com