Broker Check

It's great to do what you love - but even better with an amazing team

Strategic Partners

AVA Wealth Advisors is affiliated with Alliance Advisory Group, Inc., Financial Growth Partners, Park Avenue Securities, and Guardian Life Insurance Company. All are relationships that allow us to impact current and future clients at top-tier levels. We have offices in Buffalo, Rochester, Pennsylvania, Maryland, Washington D.C, & Virginia. The virtual nature of our world today allows us to expand our presence outside of our physical offices, working in over 25 states across the U.S. and growing. Growth being a core value of ours, we've aligned with the best partners to provide top-tier service allowing us to continue to elevate your experience.

Ashley Anchor

Ashley Anchor

Financial Specialist


Ashley Anchor joined the Alliance Advisory Group, Inc. (AAG) in February 2020 as a Business Development Associate and Client Relations Manager, working closely with Angela Vahue. She holds a Bachelor's Degree in Business Administration.  


In September 2020, Ashley quickly transitioned into her current role as a Financial Planner, with a passion for empowering people to take control of their finances and achieve financial freedom. She believes that no two financial situations are exactly alike and takes pride in tailoring her approach to meet the unique needs and goals of each individual. 


Ashley earned the firm's prestigious Client Builder Award two times, Rookie of the Year, and Rising Star Award. She has also been recognized by her peers with being a recipient of the DKM Difference Maker Award. Ashley is an active member of Roc City Rotary, a volunteer group of young professionals. She grew up in the Thousand Islands and resides in Penfield, NY.  


Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #4153259

Carl Lutz

Carl Lutz

Creator of Cashflow Mapping


After over two decades in the business, Carl discovered that one of the greatest areas of discontent around money is not understanding the dynamics of cash flow.


This doesn’t necessarily mean people spend too much or don’t save enough; it means people don’t communicate with each other and make intentional choices with their money. Lack of communication can create conflicts and contradictions, so he created CashFlow Mapping to help families better communicate about their money.


He has shared this amazing resource with advisors around the country so they too can confidently display cashflow to their clients.


Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0F30591.

 

Chris Berlow

Chris Berlow

Cofounder of Empowered Mastery Coaching


Angela's work with Empowered Mastery on developing herself and her business began back in 2011. Through coaching with Chris, Angela has grown both personally and professionally, achieveing goals beyond her dreams. Angela is so grateful for her ongoing mentorship with Chris and his constant support towards helping her to reach her highest potential. Through Empowered Mastery, Chris has traveled the nation to lead seminars, corporate workshops, and private coaching to teach and inspire those how to transform their lives, live with vision, and achieve boundless success.


Chris is the author of three books including “Mindful Meditations for Busy Lives” and “It’s Not about the Belt,” which became the No. 1 Hottest New Release on its Amazon debut date and a top 20 bestseller.

When Chris is not blazing business trails, he can be found on real trails hiking and backpacking in the Hudson Valley and abroad. His expeditions include summiting Everest Base Camp, Kilimanjaro, and Cotopaxi, the world’s largest active volcano. Chris lives in Briarcliff Manor, NY, with his wife of 25 years and five children.


Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to Chris and his firm.

Financial Growth Partners

Financial Growth Partners is agency of Guardian Life Insurance Co. with offices throughout the Mid-Atlantic region.

We are committed to educating our clients about the the financial planning process so they feel secure in their financial needs. We strive to set them up for growth and a secure future. We are driven to help individuals, business owners, and families achieve their dreams and make sure they can make their impact on the world. 

Your story is unique and you deserve financial services that are designed with you in mind. Our team has the expertise to help you best achieve your goals, wherever the need is. We take the time to get to know you and your situation so you can feel confident in our relationship.

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Matt Vahue, CLF

Matt Vahue, CLF

Managing Partner

Will Crossan

Will Crossan

Managing Partner

Ben Teichman

Ben Teichman

Managing Partner

Kelly Cook

Kelly Cook

New Business Case Manager

Ruth Lawson

Ruth Lawson

Agency Adminstrator

Stephanie Wynne

Stephanie Wynne

Marketing Coordinator/New Business Administrator

Alliance Advisory Group

Alliance Advisory Group is an independently owned financial services firm headquartered in Buffalo with additional locations in Rochester, Syracuse, and Jamestown.

We serve with courage, dedication and passion.

This focus and the commitment to people is more important now than ever before and will only increase in importance as we look ahead.  Other companies, inside or outside our industry, are retreating from people, whether in the form of robo-advisors or the emergence of artificial intelligence, we are doubling down on people.

This unwavering focus on people will take courage and dedication and passion.  Courage in the form of standing firm on our uncommon planning philosophy or courage in the form of making that difficult phone call or courage in the form of beginning a career in a challenging profession.  Dedication to you.  Dedication to growth.  Dedication to accountability.  Dedication to your career and to your clients and dedication to your families.  Passion can take many forms, whether it is love or it is enthusiasm.  Passion fuels me and our vision is for it to fuel each of you to inspire a culture of prosperity in our communities.

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James Fashano

James Fashano

President & CEO

Barbara O'Neill, CLU

Barbara O'Neill, CLU

Chief Financial Officer

Kristin Amodio

Kristin Amodio

Chief Operations Officer & Agency Control Officer