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 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...

Benjamin Whitford, MBA

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 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) 636-2525

(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 with John’s agenda, supervises the office staff and helps with case preparation....

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.