Broker Check

Your Team at MFG

John Moshides, CLU®, ChFC®, AEP, CLTC

Financial Services Executive

(716) 636-2525

(716) 636-2527

john@moshidesfinancial.com

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...

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Jeffrey Wohlfahrt

Director of Financial Planning & Asset Management

(716) 636-2525

(716) 636-2527

Jeff@moshidesfinancial.com

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...

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Benjamin Whitford

Investment Advisor Representative

(716)-636-2525

(716) 636-2527

ben@moshidesfinancial.com

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...

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Cheryl Stoelting

Office Manager

(716) 636-2525

(716) 636-2527

cheryl@moshidesfinancial.com

Cheryl Stoelting started with Moshides Financial Group in 2004.  She is the Office Manager and John’s personal assistant.  Cheryl works closely...

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Julie Fisher

Special Projects Manager

(716) 636-2525

(716) 636-2527

julie@moshidesfinancial.com

Julie Fisher has been with Moshides Financial Group since 1991. In 2013, she became the Manager of Special Projects. Julie works with John on the service of qualified plan business, special events and our on-going proactive keep in...
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Sue Moshides

Accounting Manager

(716) 636-2525

(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.

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Kimberly Green

Administrative Assistant

(716)636-2525

(716)636-2527

kim@moshidesfinancial.com