Seneca Financial Advisors Team

Joseph Banach serves as Tax Supervisor for Seneca Financial Advisors. Mr. Banach is responsible for supervising the tax reporting, tax planning, and compliance function prepared by the tax analyst. In addition, he supervises the completion of accurate tax returns and verifies client’s tax obligations.
 

Education:
St. John Fisher College, B.S., Accounting
 

Certification:
Enrolled Agent 
 

Erica Bush serves as Tax Analyst for Seneca Financial Advisors. Ms. Bush is primarily responsible for the preparation of individual and partnership income tax returns and projections. In addition, she conducts tax research regarding all tax related matters and assists with financial planning and estate planning projections. 
 

Education: 
Houghton College, B.S., Accounting and Business Administration

Certification:
Enrolled Agent
 

Shanon Cehaja serves as Tax Analyst for Seneca Financial Advisors. Ms. Cehaja is primarily responsible for the preparation of individual and partnership income tax returns and projections. In addition, she conducts tax research regarding all tax related matters and assists with financial planning and estate planning projections. 
 

Education: 
St. John Fisher College, B.S., Accounting 
 

Meghan Hinsdale serves as Operations Manager for Seneca Financial Advisors.  She brings over fifteen years financial industry experience to the firm. Ms. Hinsdale is primarily responsible for creating, administrating, and overseeing processes and procedures related to operations at Seneca.  She serves as a liaison to Seneca partners and professional specialists.

John Klee serves as Associate Advisor for Seneca Financial Advisors. Mr. Klee is primarily responsible for assisting with the preparation of financial planning and investment analysis. Mr. Klee provides support to the firm’s Investment Committee and assists with the implementation of the firm’s investment strategies.  
 

Education: 
University of Rochester, M.B.A
Pennsylvania State University, B.S., Business 

Certifications: 
CERTIFIED FINANCIAL PLANNER™ practitioner

Michael McLaren serves as Associate Advisor for Seneca Financial Advisors. Mr. McLaren is primarily responsible for assisting with the preparation of financial planning and investment analysis. Mr. McLaren provides support to the firm’s Investment Committee and assists with the implementation of the firm’s investment strategies.  
 

Education: 
University at Buffalo, Master of Arts in Economics
University of Richmond, B.S., Chemistry
 

Cheryl Perry serves as Human Resources Manager for Seneca Financial Advisors.  She brings over 24 years human resources experience to the firm.  It is Ms. Perry’s primary responsibility to support Seneca’s strategic goals related to employee relations, recruiting, hiring and employee performance.

Education:
State University of New York at Brockport, B.S., Human Resources
 

Julia Piccininni serves as Client Service Associate for Seneca Financial Advisors.  Ms. Piccininni is primarily responsible for delivering outstanding service to our clients. This includes assisting clients with opening and transferring accounts, retirement plan rollovers, and ongoing account maintenance.  

Education: 
West Virginia University, B.S., Business Administration
 

Bridget Vogl serves as Client Service Associate for Seneca Financial Advisors.  Ms. Vogl is primarily responsible for delivering outstanding service to our clients. This includes assisting clients with opening and transferring accounts, retirement plan rollovers, and ongoing account maintenance.  

Education: 
St. Bonaventure, B.S., Business Management
 

Dawn Wagner serves as the Client Services Manager for Seneca Financial Advisors.  Dawn joined Seneca Financial Advisors after working at Nixon Peabody LLC for six years.  Mrs. Wagner is primarily responsible for delivering outstanding service to our clients. This includes assisting clients with opening and transferring accounts, retirement plan rollovers, and ongoing account maintenance.  Mrs. Wagner has a high level of client communication and handles a variety of time-sensitive client issues. 

Certification:
Certificate of Secretarial Sciences from McCarthy's Business Institute

Karli Wirt serves as Tax Supervisor for Seneca Financial Advisors. Ms. Wirt is responsible for supervising the tax reporting, tax planning, and compliance function prepared by the tax analyst. In addition, she supervises the completion of accurate tax returns and verifies client’s tax obligations.
 

Education:
University of Denver, MT; 
St. John Fisher College, B.S., Accounting & Finance