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501 John James Audubon Suite 390 Amherst, NY 14228

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About AFP

Allied Financial Partners is built on a proud tradition of service, technical expertise and innovative thinking. Our staff's experience and academic credentials provides our clients with the depth of knowledge you'd find in a larger firm. Our dedication to superior customer service and accountability is what sets us apart as a local firm.

Find a Staff member

  • Adriana White
  • Aimee Cummings
  • Alicia Miller
  • Andrea Truini True
  • Angela Purcell
  • Anne Sampson
  • Ariunzaya Damdindorj, CPA
  • Betty Boyd
  • Beverly Thompson
  • Chelsea Sprague
  • Colleen Davis
  • Dakota Glosser
  • Danielle Gennuso
  • Dilip Mongar
  • Elton Smith
  • Erynn Banks
  • Jake Sadwick, CFP*
  • James W. Weibel
  • James Toner
  • Janet Graves, CPA
  • Jason Tabor, CFP*
  • Jason Brewer
  • Jason Wisely
  • Jessica Drachler, CPA
  • Jodi York
  • Joey Keem
  • John Beiter, CPA
  • Jonathan Bradshaw, DBA, CPA
  • Joseph Naples
  • Josh Yost
  • Julianne Gilbert
  • Kara Knapp
  • Keeley Werner
  • Kourtney Rook
  • Libby Lonski
  • Linda Wiener, CPA, CMPE
  • Linda Hopkins
  • Linda Walker
  • Maggie Calabrese
  • Matt Linsner, CPA
  • Olivia Choma
  • Ramona Tenace
  • Ryan Zelli, CPA
  • Sarah Stoll
  • Stephanie Gerken
  • Tyler Turkington
  • William Brewer
  • Zachary Legters, CPA

Financial Services Team

Aimee Cummings

Aimee Cummings

Financial Planning Coordinator

(585) 410-6733 x136

Andrea Truini True

Andrea Truini True

Director of Client Experience

(585) 410-6733 x103

Jake Sadwick

Jake Sadwick, CFP*

Financial Advisor

(585) 410-6733 x135

Jason Tabor

Jason Tabor, CFP*

Financial Advisor

(607) 282-4161

Tyler Turkington

Tyler Turkington

Wealth Management Assistant

(585) 410-6733 x125

Tax & Accounting Team

Alicia Miller

Alicia Miller

Senior Accountant

(585) 327-3887 ext. 302

(585) 237-3896

Angela Purcell

Angela Purcell

Bookkeeper

585-237-3887 ext. 307

585-237-3896

Ariunzaya Damdindorj

Ariunzaya Damdindorj, CPA

Senior Accountant

(585) 237-3887 x328

Beverly Thompson

Beverly Thompson

Full Charge Bookkeeper

(716) 694-0336 ext. 501

Dakota Glosser

Dakota Glosser

Staff Accountant

585-410-6733 ext. 155

(585) 924-2645

Danielle Gennuso

Danielle Gennuso

Bookkeeper

585-410-6733 ext. 109

585-924-2645

Dilip Mongar

Dilip Mongar

Staff Accountant

585-410-6733 ext. 106

585-924-2645

Elton Smith

Elton Smith

Full Charge Bookkeeper

(585) 410-6733 x164

James Weibel

James W. Weibel

Senior Accountant

(607) 432-3462 x405

James Toner

James Toner

Senior Accountant

(716) 694-0336 ext. 511

Janet Graves

Janet Graves, CPA

Manager

585-410-6733 ext. 166

585-924-2645

Jason Wisely

Jason Wisely

Senior Accountant

(716) 694-0336 ext. 505

Jessica Drachler

Jessica Drachler, CPA

Manager

(585) 410-6733 x150

Joey Keem

Joey Keem

Staff Accountant

(716) 694-0336

(716) 694-5081

John Beiter, CPA

John Beiter, CPA

Tax Manager

585-410-6733 ext. 105

585-924-2645

Jonathan Bradshaw, DBA, CPA

Jonathan Bradshaw, DBA, CPA

Tax Manager

585-410-6733 ext. 204

585-924-2645

Joseph Naples

Joseph Naples

Senior Accountant

(716) 694-0336 ext. 508

Josh Yost

Josh Yost

Staff Accountant

585-410-6733 ext. 212

(585) 924-2645

Julianne Gilbert

Julianne Gilbert

Senior Accountant

(585) 410-6733 x140

Linda Wiener

Linda Wiener, CPA, CMPE

Manager

(585) 410-6733 x161

Linda Hopkins

Linda Hopkins

Senior Accountant

(585) 237-3887 ext. 325

(585) 237-3896

Matt Linsner, CPA

Matt Linsner, CPA

Manager

(585) 410-6733 x152

Ryan Zelli

Ryan Zelli, CPA

Manager

(716) 694-0336 ext. 515

William Brewer

William Brewer

Staff Accountant

585-410-6733 ext. 219

585-924-2645

Zachary Legters, CPA

Zachary Legters, CPA

Senior Accountant

(585) 410-6733 ext. 142

Payroll Team

Anne Sampson

Anne Sampson

Payroll Specialist

(585) 410-6733 x126

Chelsea Sprague

Chelsea Sprague

On-Boarding Specialist

(585) 410-6733 x104

Colleen Davis

Colleen Davis

Payroll Specialist

(585) 410-6733 x128

Kara Knapp

Kara Knapp

Senior Payroll Specialist

(585) 410-6733 ext. 127

Keeley Werner

Keeley Werner

Payroll Specialist

(585) 410-6733 ext. 124

Libby Lonski

Libby Lonski

Payroll Manager

(585) 410-6733 x129

Administrative Team

Adriana White

Adriana White

Administrative Assistant

(585) 410-6733 x100

Betty Boyd

Betty Boyd

Administrative Assistant

(716) 694-0336

Erynn Banks

Erynn Banks

Administrative Assistant & Billing Coordinator

(585) 410-6733 x200

Jodi York

Jodi York

Office Manager - Perry Office

(585) 237-3896 x300

Kourtney Rook

Kourtney Rook

Administrative Assistant

(585) 273-3887 x303

Linda Walker

Linda Walker

Administrative Assistant

(585) 410-6733 x102

Maggie Calabrese

Maggie Calabrese

Administrative Assistant

716-694-0336 ext. 520

716-694-5081

Olivia Choma

Olivia Choma

Administrative Assistant

585-410-6733 ext. 210

585-924-2645

Ramona Tenace

Ramona Tenace

Office Manager - Oneonta Office

(607) 432-3462 x410

Sarah Stoll

Sarah Stoll

Administrative Assistant

585-237-3887

585237-3896

Stephanie Gerken

Stephanie Gerken

Controller

585-410-6733 ext. 117

(585) 924-2645

*Registered with Securities America

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