Moldenhauer & Associates

Matthew Hayes is a CFP® with seven years of experience in the financial services industry. He has worked at Moldenhauer & Associates for four years and has held positions at Merit Financial Advisors, Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Equitable Advisors, TRG Capital Management, and in roles at the University of Rochester, Key Bank, Walt Disney, and SUNY-Fredonia. In addition to his advisory work, he is involved in fixed insurance sales. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, implementing client portfolios primarily through a relationship with Commonwealth Financial Network.

John Ring III is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has a background that includes over three decades as a practicing attorney, owning his own law firm and serving as a Chapter 7 Bankruptcy Trustee. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses, utilizing discretionary portfolio management and access to third-party asset managers. The firm is notable for sponsoring and providing oversight of wrap fee programs offered through their platform relationships.

Brian Norman is a financial advisor with Moldenhauer & Associates holding a Series 66 designation and one year of industry experience. His prior roles include positions at Merit Financial Advisors, Purshe Kaplan Sterling Investments, and Commonwealth Financial Network. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, with a focus on wrap fee programs and supervisory oversight of third-party asset managers.

Patrick O'Connell is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Commonwealth Financial Network, Purshe Kaplan Sterling Investments, and Merit Financial Advisors. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, primarily implementing client portfolios through a platform relationship with Commonwealth.

Jeremy Walter is a financial advisor with Moldenhauer & Associates, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Commonwealth Financial Network and Purshe Kaplan Sterling Investments. Outside of finance, he operates a vintage clothing business online and works occasionally as a delivery driver. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm utilizes Commonwealth’s platform for discretionary portfolio management, model programs, and third-party manager selection, with a focus on supervisory oversight of wrap fee programs.

Jennifer Badzinski is a financial advisor at Moldenhauer & Associates with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, LPL Financial, and Purshe Kaplan Sterling Investments. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management through a platform relationship with Commonwealth, utilizing both advisor-managed and model-based wrap programs, as well as third-party asset managers.

Jonathan Dombrowski is a financial advisor with Moldenhauer & Associates in Orchard Park, NY, holding a Series 63 designation and 12 years of industry experience. His career includes roles at Commonwealth Financial Network and Merit Financial Advisors. He is also involved in fixed insurance sales conducted under Buffalo Business & Estate Services, Ltd. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and access to third-party asset managers through wrap programs and maintains supervisory oversight of these managers.

Richard Moldenhauer is a financial advisor at Moldenhauer & Associates with over 53 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Moldenhauer has worked at Moldenhauer & Associates since 1973 and has prior experience with Commonwealth Financial Network and Merit Financial Advisors. Moldenhauer & Associates provides financial planning and asset management services to individual investors—including high-net-worth clients—retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, implementing client portfolios primarily through a platform relationship with Commonwealth.

Brett Moldenhauer is a financial advisor with Moldenhauer & Associates in Orchard Park, NY, holding a Series 63 designation and 22 years of industry experience. His prior work includes a decade at Commonwealth Financial Network and roles at Merit Financial Advisors and Purshe Kaplan Sterling Investments. He serves as treasurer for the nonprofit Great Eastern Sun Inc. Moldenhauer & Associates provides financial planning and asset management to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and consulting services, utilizing a multi-step process for model and third-party manager selection, and acts as a sponsor and supervisory overseer for wrap fee programs.

Gregory Kotecki is a financial advisor at Moldenhauer & Associates with 10 years of industry experience. He holds the Series 63 designation and has previously worked with Commonwealth Financial Network, Merit Financial Advisors, and Purshe Kaplan Sterling Investments. Moldenhauer & Associates provides financial planning and asset management services to individual investors, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, model and third-party manager programs, and fee-for-service consulting, primarily implementing client portfolios through a platform relationship with Commonwealth.