Kevin Gildner, CFP®, CWS®, AIF®
President
Kevin has been in the financial services industry since 1988. He obtained his CERTIFIED FINANCIAL PLANNERTM (CFP®) certification in 1999 and also has his Certified Wealth Strategist (CWS®) and Accredited Investment Fiduciary® (AIF®) designations.
Kevin provides individuals and businesses with a range of specialized, comprehensive financial guidance for investments, retirement, estate planning, long-term care planning, as well as other wealth management needs.
Kevin’s philosophy is based on something his father shared with him many, many years ago: “It will always come back to you.” The saying basically means do the right thing and treat and deal with people the way you would hope they would treat and deal with you.
Kevin is a lifelong resident of Allegany County and has been and still is very active in the community. He has served as a board member on the Allegany ARC Board for more than 25 years. He is a 20-plus-year member of the Wellsville Lions Club. He and his wife also donated the land that the New Allegany County SPCA Chapter is being built on.
Kevin has been married to his beautiful and supportive wife, Claudia, for almost 20 years, and they reside in Wellsville, New York, with their spoiled yellow lab/husky-mix dog Lucy.
Kevin has two adult children and two grandchildren.
He enjoys traveling with his wife, golfing, walking, reading, and spending time with friends exploring the beauty of the Southern Tier of Western New York.
Shawn Derrick, RICP,®
Wealth Manager
Shawn derives tremendous satisfaction from building lasting relationships with clients as he takes them through the process of preparing for a secure future.
With a background in banking and real estate, Shawn holds FINRA Series 7 and 66 securities registrations, as well as the life, accident, and health insurance licenses.
Shawn and his wife, Linda, have been residents of Wellsville, New York, for more than 20 years. He is active in his community, playing piano at his church and volunteering with several nonprofit organizations.
Tracy Kiefer-Stephens
Tracy is the client services manager who works with Kevin and Shawn. Tracy has worked with Kevin for the past 16 years in the financial services industry. Previously, Tracy was the assistant head teller at a local bank branch for three years, and for many years she was in the food and beverage services field. Tracy believes that knowing your client is the best way to provide the best customer services.