Your Team at MFG
John Moshides, CLU®, ChFC®, AEP, CLTC
Financial Services Executive
(716) 636-2527
John C. Moshides, CLU, ChFC, AEP, CLTC is President of Moshides Financial Group, Inc. and creator of The Wealth Management Process™ and The Business of Wealth. He focuses in helping successful people with the accumulation...
Jeffrey Wohlfahrt
Director of Financial Planning & Asset Management
(716) 636-2527
Jeff joined Moshides Financial Group in 2015. Having started in the Financial Services Business in 2006, Jeff brings a wealth of knowledge to our team. He works closely with the firm's financial advisors in creating wealth plans for...
Benjamin Whitford, MBA
Investment Advisor Representative
(716) 636-2527
Ben has been a lifelong native of Western New York. He attended Grand Island High school and earned his Bachelors of Science degree in Business Economics from Canisius College in 2016 and currently is taking courses for his MBA degree...
Cheryl Stoelting
Office Manager
(716) 636-2527
Cheryl Stoelting started with Moshides Financial Group in 2004. She is the Office Manager and John’s personal assistant. Cheryl works closely...
Julie Fisher
Special Projects Manager
(716) 636-2527
Sue Moshides
Accounting Manager
(716) 636-2527
Sue Moshides is our Accounting Manager. Sue has managed the books for Moshides Financial since 1987. She is responsible for payroll, accounts payable and receivable and all details relating to the financial maintenance of the company.
