We Are FSC Associates

 

 

 

Rob Vogel OSJ, CFP

As Managing Partner of our group, Rob brings more than 30 years of business and personal experience as a licensed, Certified Financial Planner.  Rob began his career in 1982 with one of the largest firms in the industry.  In 1989, he branched off on his own as an independent financial advisor.  His main objective is to provide clients with personalized, not commercialized, investment advice.  Rob’s experience extends to corporate & personal retirement issues, investment management, investment solutions, pension plans, insurance, estate and education planning.

 

Education

 

University at Buffalo, Buffalo, New York

Majored in Business, with Minor in Economics

 

Registrations & Licenses

 

Licensed Certified Financial Planner (CFP®)

Series 7 (General Securities)

Series 24 (Securities Principal)

Series 54 (Municipal Securities Principal)

Series 63 (Multi State License)

Life License

Variable Annuity License

Investment Advisor Representative

 

Contact Rob: 716-852-1705

robertvogel@fscadvisor.com

 

Greg Merkle

Greg has served the Western New York area since 1989 and holds a 1985 Bachelor’s degree from the University of Pittsburgh. He holds securities registrations, 7, 24, and 63, along with New York State’s Life and Health.

Greg’s focus in his practice is to help his clients navigate the educational and emotional process of investment and retirement planning.  Great care is given to insure his clients are not only managed properly, but are guided through their tailored investment process.

Greg is very active in the community.

 

  • Board member of the Boys and Girls Club of Elma, Marilla and Wales.  Also is the Chairman of the Endowment Committee.

 

  • Chairman of the Board for Iroquois High School’s Business Academy and the Iroquois Foundation.

 

  • President of the Greater Buffalo United States Bowling Congress Association and Chairman of its Hall of Fame and Finance Committees.

 

  • Board member for the Greater Buffalo Sports Hall of Fame and Chairman of the Long Range Planning Committee.

 

  • Member of St. Matthias’ Church Vestry and Chairman of its Finance Committee.

 

  • Member of the Town of Elma Planning Board, Southtowns Umpire Assoc., Safari Club of WNY, East Aurora Moose Lodge and East Aurora Baseball/Softball Hall of Fame Committees.

 

 

Contact Greg at 716-852-1705

gmerkle@fscadvisor.com

 

Mark Stevens

Mark graduated from Fredonia University with a Bachelor of Arts 1981. Mark began his career at MetLife in 1985.  In 1994 he became an independent advisor.

Mark’s primary business model was created due to his personal experience with the disease Alzheimers, and his parents resulting loss of assets, as well as their dignity due to the disease.  Over the years, he has helped hundreds of families plan for this emergency and as a result, he works on a generational basis with the next generation of those parents he planned for.  Now, as a result, Mark offers full Investment Management and Retirement Planning, in addition to his work in the Asset Preservation area.

Mark served from 2006-2016 on the Board of Directors for the Alzheimers Association WNY Chapter.  He also served as Investment Chair for the Association’s assets, and was the Ambassador for the Association to Congressman Chris Collins.

Contact Mark:

716-667-7432

mark@markstevensfinancial.com

Daniel Parisi

 

 

 

Dan has been serving the Western New York in the financial services industry for over 36 years. Prior to his service at FSC, Dan began his career with Shearson Loeb Rhoades, Inc. and Lehman Brothers.   Dan believes in a full service approach and follows the principle that service is the core of our culture. Dan has consulted tribal leaders, bishops, business managers, comptrollers, construction executives and cemetery perpetual care funds.  Dan's licenses include a Series 63 and Series 7 registrations and advisory registration. 

         

After attending Genesee Community College and Miami Dade Junior College, Dan servedin the Armed Forces.  Upon completion of his military career, Dan focused on a career in the financial community.

            Passionate about serving the Buffalo Community, Dan has been an avid supporter for over 25 years with Habitat for Humanity,Sertoma International Foundation, Cystic Fibrosis Foundation,Amherst Drug Court and Therapeutic Foundation.

            Dan resides in Williamsville, New York with his wife of 35 years, Marilyn.  He enjoys his free time playing golf, and spending time with his three sons and three grandchildren.

 

Contact Dan:

716-852-1705

dparisi@fscadvisor.com

 

Jeffrey VanRemmen

 

Jeff began his financial services career shortly after obtaining his Bachelors of Finance degree from Canisius College in Buffalo, New York.

Jeff started as a life insurance representative for Phoenix Home Life in 1986, where he developed his skills in financial planning and the need for life insurance in estate tax and wealth transfer planning.  During those years, he became a LUTC (Life Underwriting Training Council).

 

Jeff eventually saw the need for independence from corporate pressure regarding his product decisions, and in 1997 became an independent financial services representative.

As an independent, Jeff has honed his skills to focus on both the tax advantaged creation of wealth, and the planning necessary to properly choose and maintain the income necessary during his clients retirement years.

 

“You would think the decision as to when to take your social security is no big deal.”  Jeff often says, “It is one of the most important decisions a client makes during their retirement.”

 

Jeff has been blessed to have 5 wonderful children, 2 wonderful grandchildren and a loving wife, Teri, who he married in 1986.

 

Jeff’s community involvement centers through volunteerism at his church. He is very active in many areas:

 

  • Youth Ministry, through St. Vincent DePaul RCC, Springville, NY.
  • Volunteer Prison Ministry through Cephas Ministry.
  • Coach of baseball, softball for the mission team at St. Vincent DePaul RCC, and town of Springville, N.Y.

 

Contact Jeff:

716-667-7432

jvanremmen@fscadvisor.com

 

Our dedicated Office Administrators

 

 

Kelly Willson

Kelly holds a BS degree in management from Canisius College (1989). She has been in sales and service for her entire career, has over 20 years of experience in the financial services industry, and holds Securities Licenses 7 & 66, as well as NY State Life, Accident, & Health Insurance.

Her career has taken her through all aspects of a financial advisory practice including marketing, new representative training, third party record keeping, business development, compliance and operations management.

Kelly prides herself on providing the best and most comprehensive level of service to individual clients, businesses, and the financial advisors and planners who manage their wealth.

 

She lives in Strykersville, NY with her husband and their son. In her free time she enjoys reading, playing the piano and gardening.

 

Contact Kelly:

 

716-667-7432

kwillson@fscadvisor.com

Laura Flick

 

 

Laura Flick is the newest member of our FSC team.  She began her insurance career with Mutual of New York in 1985 and became licensed in 1994. 

In 1998 Laura obtained both her Series 7 and 63 licenses.  She is also commissioned as a Notary Public in Erie County.

 

Laura has over 18 years experience in the Financial Industry, as aLicensed Administrative Assistant, helping our team service clients with their financial needs.

 

Laura currently resides in the Southtowns near her two children and three grandchildren.

Contact Laura:

716-667-7432

lflick@fscadvisor.com