Gregory L. Kozerski, CPA, CFP®, AIFA®


Greg co-founded the firm with Dave Hore in 2000. Greg has a broad range of experience in providing comprehensive financial planning and investment advisory services to both individual and business clients. Greg earned his Bachelor of Science Degree in Accounting and Master’s Degree in Business Administration from Canisius College. Greg’s consultative approach to financial planning and investment advisory services is a key ingredient in the success of the firm’s collaborative team environment. Outside of Waterford, Greg is passionate about hunting, fly fishing, and traveling. He enjoys spending time with family, especially babysitting his grandchildren. Greg also enjoys going to football and hockey games in support of local sports teams.

Greg’s professional designations and memberships include:

    • Certified Public Accountant (CPA)
    • Accredited Investment Fiduciary Analyst™ (AIFA®)
    • Financial Planning Association (FPA)
    • American Institute of Certified Public Accountants (AICPA)
    • New York State Society of Certified Public Accountants (NYSSCPA)

Contact Greg at [email protected] or 716-580-3906, ext. 115.

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