Your Team at MFG
John Moshides, CLU®, ChFC®, AEP, CLTC
Financial Services Executive
(716) 636-2527
John C. Moshides, CLU, ChFC, CLTC, AEP is President of Moshides Financial Group and creator of The Freedom Solution Process as well as the Business of Wealth Planning Process. He is an advisor for primarily business owners and...
Jeffrey Wohlfahrt
Director of Asset Management & Financial Planning
(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, AIF®
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 Bachelor of Science degree in Business Economics from Canisius College in 2016 and has recently completed his Master of Business...
Cheryl Stoelting
Office 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.
Casandra McDonald
Administrative Assistant
casandra@moshidesfinancial.com
Casandra joined the Moshides team in 2023, she focuses her effort on our social media and marketing program. She will also be assisting Cheryl with new business and communications with clients, Casandra will be your go-to person for...