Broker Check

Our Team

Daniel S. Blake CFP®, MS, CFBS, RICP®

CEO

(716) 662-0070

dan@familyvalu.com

Dan Blake is a seasoned financial planning professional with over thirty years of experience helping clients plan for their future. After serving in the U.S. Marine Corp., Dan began his career in financial services with a local public...

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Justin LaRosa ,MBA, AAMS, C(k)P

Investment Services Manager

justin@familyvalu.com

Justin LaRosa leads the investment research, operations, cashiering, and client servicing functions of the organization. Justin joined SFG in the fall of 2020 and specializes in portfolio construction, equity research, and 401(k) plan...

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Rhiannon Curto

Marketing Office Coordinator

rhiannon@familyvalu.com

Rhiannon joined SFG in August 2023 with 8 years of experience in project management and event management. Rhiannon works directly with Dan Blake managing his schedule, communicating with clients and administrative tasks here in the...
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Trevor Schutte

Investment Operations Specialist

716-662-0070

trevor@familyvalu.com

Trevor joined SFG in May 2022 with 8 years of experience in the finance industry. Trevor specializes in investment account services, SIMPLE IRA plan administration, and financial planning. Trevor graduated from Hobart College in 2014...
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