Broker Check

Meet our Team

Tyler Finney

Tyler Finney, CFP®, CIPM®

Managing Partner, LPL Financial Advisor

804-815-0533

tyler.finney@lpl.com

I was introduced to the Financial Services space with a focus almost solely on the investment and portfolio construction side of the business. I quickly learned and became enamored with the other (and just as...

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Rob Glownia CFP®, CFA®

Rob Glownia, CFP®, CFA®

Head of Portfolio Construction

716-631-8900

rob.glownia@lpl.com

This career gives me the opportunity to meet a lot of interesting people, learn about their stories, and help them in big ways. Financial planning is complex, and it usually involves much more than money....

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Strategic Partners

At Heron's Point we strive to be your family's personal Cheif Financial Officer. To do this, we integrate strategic partners into a cohesive wealth management plan tailored to your goals. Specifically, by creating a Value-Added Support Team (VAST), we collaberate with other advisors, estate attorneys, tax planners, and philanthropic experts to present a holistic strategy for our clients.

Tax Planning and Strategy

  • Greg Dinardo, CPA - Cost Segregation Strategy
  • Mike Molloy - Tax Preparation & Strategy

Estate Planning and Asset Protection

  • John Custis - Estate Planning & Real Estate Attorney

Benefits & Entrepreneurial Services

  • Ali Pino - Retirement Plan Advisor
  • Peter Taylor - Exit Strategy Advisory

Insurance and Risk Management

  • Chris Hurst - Individual Insurance & Risk Management
  • Matthew Thompson -P&C

Lending & Real Estate

  • Miller Golliday, Mortgage Loan Officer
  • Chris Corrada - Commercial Real Estate
  • Franklin Geho - Realtor
  • Cassie Wagner - Realtor

Are You Ready? 
Take the First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Call
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