TAG Team

A veteran group of professionals that bring their passion and expertise to every engagement.  Contact us today to schedule some time with a TAG Team member.

Mark Brand

Mark E. Brand, Esq. President and Chief Executive Officer Actuarial Consulting Services, Inc. (ACSI) Helping businesses choose the right retirement plan, with the right features, run the right way, since 1982. ACSI provides comprehensive, personalized third-party administrative (TPA) services of retirement plans for individuals and employers with an emphasis on plan design and operational compliance… Continue reading Mark Brand

Nicholas Morreale

Nicholas Morreale Senior Vice President Paramax Corporation Nick Morreale is a Senior Vice President in the M&A Practice of Paramax Corporation, a Western New York based Investment Banking Firm. Nick is a Registered Investment Banker who leads divestiture processes for Companies, generally ranging from $10 million to $100 million in enterprise value. Nick’s role in… Continue reading Nicholas Morreale

Jim Wardlaw

Jim Wardlaw Chief Change Agent Stitch Brand & Culture Jim is an award-winning entrepreneur with more than 30 years of experience in brand management, strategic marketing, creativity, facilitation, sales and business management. He holds a BFA from Michigan State University and MS in Creativity and Change Leadership from SUNY Buffalo State, Buffalo, New York. From… Continue reading Jim Wardlaw

Jon Pellish

Jon K. Pellish, CPA Partner Chiampou Travis Besaw & Kershner LLP Professional: Partner specializing in providing tax and consulting services for major closely held corporations, family limited partnerships, private equity firms and high net worth individuals. His clients include businesses in the manufacturing, investment, real estate, and construction industries. Previously a tax auditor with the… Continue reading Jon Pellish

Anthony Corigliano

Anthony J. Corigliano Vice President / Partner AT Technology, Inc. Anthony has more than 20 years experience in the information technology services industry providing professional services to customers. He has an MBA from St. Bonaventure University, a BS degree in business and marketing from Canisius College and is a graduate of the University at Buffalo… Continue reading Anthony Corigliano

Mark Becker

Mark D Becker, Partner Certified Business Transition Expert™ B2B CFO® Planning and managing the growth of your business has never been more essential. In my 30 years of financial and strategic management, I have witnessed the importance of having a thorough strategic plan and the metrics to measure success. My goal is to identify and… Continue reading Mark Becker

Wyatt Arthurs

Wyatt Arthurs Vice President – Wealth Management UBS Wyatt’s goal is to help his clients achieve their retirement goals by providing a total retirement strategy. This includes comprehensive asset and liability modeling that helps steer the right course through variable market conditions. As a Chartered Retirement Plans SpecialistSM focused on corporate retirement plans, Wyatt taps his… Continue reading Wyatt Arthurs

Stas Balanevsky

Stas Balanevsky President BKB Media Consulting With over 15 years in digital marketing and 30 years in owning businesses, Stas brings a unique P&L focus to marketing initiatives.  His career has taken him to many industries form the outdoor industry to medical equipment, and internet traffic brokerage.  Armed with decades’ of experience with an eye… Continue reading Stas Balanevsky

John Koeppel

John Koeppel Partner & Private Equity Leader Lippes Mathias Wexler Friedman John J. Koeppel is a Partner and the Team Leader of the Private Equity and M&A Practice at the law firm of Lippes Mathias.  Mr. Koeppel is a corporate lawyer who has successfully structured, negotiated and closed over 250 transactions in his 18-year career, which typically involve mergers… Continue reading John Koeppel

Joseph Floss

Joseph Floss President Floss Agency, Inc. As President of Floss Agency, Inc. and owner of JMF Properties LLC, Joseph Floss is a life-long resident of The Town of Clarence. Having earned the distinct Certified Insurance Counselor (CIC) designation, Floss continues his professional dedication by updating his insurance knowledge every year to stay up to date… Continue reading Joseph Floss

David LaBudde

Dave is Founder and President of Competitive Edge Sales Solutions, LLC, a firm that provides outsourced sales strategy, sales process and sales management solutions to drive growth in small to midsize companies.  These solutions drive accountability, sustainable sales growth and improved profitability throughout the client organization. Prior to founding Competitive Edge, Dave spent 25+ years… Continue reading David LaBudde

Holly Nowak

Holly M. Nowak MBA, SPHR, SHRM-SCP Founder/President/Lead HR Developer Holly Nowak launched HMN Resources in July 2015, after 20 years in the human resources field and more than a decade leading human resource service delivery and client relations strategies in the WNY region. She has advised hundreds of small business owners, executives and management teams… Continue reading Holly Nowak