Gregory L. Kozerski, CPA, CFP®, AIFA®

President

Greg co-founded the firm with Dave Hore in 2000. Greg has a broad range of experience in providing comprehensive financial planning and investment advisory services to both individual and business clients. Greg earned his Bachelor of Science Degree in Accounting and Master’s Degree in Business Administration from Canisius College.

Greg’s professional designations and memberships include:

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP ®)
  • Accredited Investment Fiduciary Analyst™ (AIFA ®)
  • Financial Planning Association (FPA)
  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)

Greg’s consultative approach to financial planning and investment advisory services is a key ingredient in the success of the firm’s collaborative team environment.

Outside of Waterford, Greg has an active lifestyle and is an outdoor sports enthusiast who is passionate about fly fishing. Greg keeps fit by cycling, swimming, and running, and during 2012, he trained for and participated in his first sprint triathlon.

Contact Greg at glk@waterfordadv.com or 716-580-3906, ext. 115.

Connect with Greg on LinkedIn