Simply put, we strive to be our client’s most trusted advisor.

Often times, we find ourselves helping with things larger than money. Our team has over 75 years of combined experience working with people who are ready to clarify, simplify, and organize their financial lives. 

We believe that all our clients can benefit from our team’s collective experience and knowledge, such as:

  • Decades of coaching clients through bull and bear markets
  • Extensive training focused on portfolio management, retirement income strategies, and financial planning 

 

James J Glownia CFS™

Founding Partner, LPL Financial Advisor
716-631-8900

What I love about my job

I love getting to know what's important to my clients and the gradual process of earning their trust. The personal relationships I've developed for the past 37 years are so meaningful to me. This job has given me the privilege and honor to have helped countless people achieve financial security and a lifetime of income.

Education & Experience

I began my career in 1982 as a financial advisor with Shearson Lehman Brothers. In 1987 I changed firms and joined Dean Witter Reynolds which is now known as Morgan Stanley. After spending nearly nine years with the major brokerage firms, I made the decision to become an Independent Financial Advisor. in May of 1991, I opened my own firm, Glownia Financial Group. Becoming an Independent Financial Advisor permitted me to forge a deeper relationship with my clients and put their interests ahead of corporate America. My licenses include FINRA Series 3, 7, 24, 63 and 65, held through LPL Financial. I have clients in 25 states with registered offices in New York, Virginia, and Florida.

Something that may surprise you

Like many of you, I find respite in cooking for family and friends. It has been a passion of mine for years. In the summer months, I cultivate a large garden so I can harvest the freshest of vegetables to use in many of my creations.

Get to Know Me

My family and grandchildren
My Polish heritage

 

Traveling with my wife, Dawn

Robert J Glownia CFA®, CFP®

Managing Partner, LPL Financial Advisor
716-631-8900

What I love about my job 

This career gives me the opportunity to meet a lot of interesting people, learn about their stories, and help them in big ways. I love to geek out with financial planning, but its even more rewarding when a client calls for my advice about something unrelated to their money. Being able to help clients in so many different aspects of their lives makes this the best job in the world. 

Education and Experience 

Prior to joining Glownia Financial Group, I was on the Executive Committee of RiverFront Investment Group in Richmond, VA. While there, I oversaw an investment team that managed more than $8B of client assets. I received the Chartered Financial Analyst® Designation in 2012 and my Certified Financial Planner™ Certification in 2017. I graduated with honors from Allegheny College with a degree in Managerial Economics and hold FINRA Series 7 and 66 licenses with LPL Financial.

Something that may surprise you 

I've played the piano since about 4 years old and probably know how to play your favorite song!

Get to Know Me

Renovating our 100yr old house
My family
Homemade pasta on Sundays

Tammy A Scharmach

Director of Client Relations, LPL Registered Administrative Assistant
716-631-8900

What I love about my job 

I love interacting with our clients and being able to personally connect with them. My job is to make everything as convenient as possible for our clients to ensure they get the experience they deserve. I've done this for almost 30 years and its always a privilege to share such meaningful life experiences and events with our clients. 

Education and Experience 

I've been working with Glownia Financial Group since 1992. I hold my FINRA Series 7 and 63 licenses through LPL Financial. I graduated from Bryant & Stratton Business Institute with highest distinction in their Word Processing Secretarial program.

Something that may surprise you:

I love to cross stitch and make beaded ornaments which I give as gifts, especially during the holidays.  I am also the biggest fan of one of the most talented baseball players I know, my son Frankie.  My family and I spend most of our summer traveling locally and out-of-state watching my son’s team which we enjoy thoroughly.

Get to Know Me

My son Frankie and our dog
Our ducks
Travel baseball