Merri Carol Hall

Senior Financial Advisor

About Me

As an advisor, I put my whole heart into my job. It’s my nature, and I simply don’t know any other way. I believe my deep commitment to and the genuine care I have for my clients is what sets me apart. When I began my career more than 30 years ago, I resolved to serve my clients with the utmost integrity and an exceptional level of personal attention. Today those values are still core to who I am.

My priority is giving my clients confidence in their financial future, empowering them to achieve what is most important to them. I diligently strive to fit each client’s unique needs with solutions matched to their goals. I take the time to ensure my clients understand their options so they can comfortably participate in collaborative decision-making. I walk hand in hand with my clients, meeting them where they are so we can move forward together.

I work with individuals and families at all ages and stages to help them build, manage, preserve and transfer their wealth, creating a comprehensive custom financial roadmap for their future that reflects the full range of their needs, goals, and dreams. A hands-on, highly engaged advisor, I’m committed to being responsive and accessible to my clients 24/7. I consider it a privilege to be my clients’ trusted advisor and am always at-the-ready to answer questions, solve problems or just talk through a concern.

Born and raised in Hamburg, I still call it home today. My husband, Bill, and I have 2 adult daughters and love being grandparents. Bill and I enjoy golfing and travel and frequently combine the two. I’m an avid sports fan and like listening to country music. In my spare time you can find me doing something fun with my family.

 

Brittany Cheney

Senior Financial Advisor

About Me

With a head for finance and a heart for helping people, being an advisor combines the two things I’m most passionate about. You could say both are in my DNA. I have proudly followed in the footsteps of my mother, who has been a respected advisor for more than 30 years. I began my career on the banking side of the business and spent 12 years in operational and leadership roles before becoming and advisor in 2021, partnering with my mother to continue and expand on her legacy of service and commitment to helping clients.

As an advisor, I take pride in my ability to quickly connect with clients in a meaningful way. While it underscores the genuine care and interest I have for others, it also enables me to be my best as a professional. By truly understanding each client’s unique needs, goals and priorities, I’m able to create custom solutions aimed at helping them achieve what’s most important to them.

I work with individuals and families at all ages and stages of life to help them build, manage, preserve, and transfer their wealth. My goal is to create a comprehensive financial roadmap for their future and continue to work together to adapt and build on those strategies over time. I’m known as an attentive, responsive professional who successfully blends focus and determination with warmth and compassion. Knowing I’ve helped make a difference for someone is the most rewarding part of my job.

Born and raised in Buffalo, I currently live in Orchard Park with my husband Mark and our two children. I love staying active, working out and spending time outdoors hiking and golfing. I’m also an avid sports fan and enjoy listening to country music and spending time with family. 

 

Christen Beck

Senior Client Associate

About Me

In my role as a Senior Client Associate I have the opportunity each day to work with clients to build strong and lasting relationships and deliver exceptional service. My attention to detail and follow-through is what makes clients want to work with me. I take pride in getting to know the clients I work with. I enjoy learning about their families, hobbies and what they enjoy in life! It helps me better understand what is important and how I best can help ensure their questions are answered and any concerns are addressed.

I began my career on the banking side of the business in 2004 and spent over 10 years in operational and leadership roles before becoming FINRA Series 7 registered in 2025. I was born and raised in Buffalo; I currently live in Akron with my husband Jeremy and our daughter. I enjoy spending time outside, traveling and reading.