Our Team

As a professional with Equitable Advisors and an active member of the Clarence, NY community, I am dedicated to helping individuals and businesses build their financial future.

To stay on top of my field and develop my professional skills over my 30 year career, I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams to become a Qualified Plan Specialist, Chartered Life Underwriter (CLU), Advanced Underwriter/Branch Training, National Association of Insurance and Financial Service Advisors, Series 6, Series 7, Series 63 and Series 65.

My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, as a Registered Representative of Equitable Advisors, and insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include Clarence First Presbyterian Church, Presbytery of WNY Finance Committee, Member of Rotary International, Member/Board of Trustees of Goodwill Industries of WNY, Board Member of the 100 Club of Buffalo and a member of Million Dollar Roundtable.

My wife Stephanie and I live in Clarence, NY. We have two daughters and two grandsons.

Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.

California Insurance License #: OC15714

I earned my Bachelor's Degree from the University of Pittsburgh and with a solid vision for the future, began my financial services career in 2002, directly out of college. In 2007, I accepted the position of Regional Vice President in the Buffalo, NY office where I remained in that role until 2013. During that time my responsibilities, in addition to working with my personal client base, included mentoring and training new financial professionals.

Staying on top of the changing industry has always been a top priority throughout my career. Currently I hold a Series 7, 24 & 66 FINRA license, NYS Life, Accident and Health license and a certification in NYS Long Term Care Insurance.

In 2013, I achieved the professional designation of CERTIFIED FINANCIAL PLANNER™ professional and with that, decided to focus solely on my growing practice while developing Trinity Wealth Advisors, a comprehensive client focused financial planning group.

Realizing that my community is the foundation of the clientele I serve, I personally fund a number of scholarships thru local school districts every year. I have been a long- time supporter of Junior Achievement; JA's hands-on, experiential programs teach the key concepts of work readiness, entrepreneurship and financial literacy to young people all over the world.

I am happily married to my wife, Rebecca and have two beautiful daughters, Isabella and Charlotte.

Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Important Information & Disclosures: http://bit.ly/2f98X9d.

I began my Financial Services career in 2001 after working the previous 14 years as a CPA in public accounting and in corporate America with a fortune 500 company in the audit and accounting areas. My career at Equitable Advisors has included my current position as a Financial Advisor and past role as a Regional Vice-President which has provided me experience and a level of expertise in the areas of holistic financial planning including money management, retirement, tax, and estate planning together with hiring and training junior associates who have joined our practice.

I currently hold a CERTIFIED FINANCIAL PLANNER™ professional designation and I am licensed as a Certified Public Accountant. I hold my FINRA series 7, 66, 51 & 24 licenses along with my New York State Life, Accident and Health license and a certification in NYS Long Term Care Insurance.

My wife Kathy and I have been active in the Western NY community in a number of volunteer activities including Amherst Youth Softball, Amherst Youth Hockey, St. Gregory the Great Parish, Williamsville PTA along with sponsoring a host of charitable causes important to our family. My son Kyle has been a member of our practice for the past fourteen years, along with my son Colin who joined two years ago.  My daughter Erin and her husband reside in Tampa with their daughter, where we spend most of the winter months.  

Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements

Kyle Lucey began his financial planning career in 2012 after studying economics and finance at SUNY Morrisville and Canisius College.   He currently holds his NYS Life, Health and Accident Insurance, FINRA Series 6, 7, 63 & 65 licenses and is registered in several states across the country.  In addition to these, he also maintains a certification in NYS Partnership for Long Term Care. 

During his career at Equitable Advisors, Kyle has worked in various areas of financial planning such as retirement planning strategies, investments, life insurance, professional money management, estate planning strategies, college funding and long-term care insurance.  His comprehensive approach to wealth management and retirement planning provides guidance and tools that have helped families, individuals, business owners and other clients break down complex decisions and plan their financial futures.

After building a practice over his initial 4 years, Kyle was asked to be a part of Trinity Wealth Advisors.  As a member of Equitable Advisors Paramount Producer Group, Trinity Wealth Advisors pairs some of the top industry designations to bring a well-rounded team of qualified financial professionals to service our client’s various needs.

In 2019, Kyle attended the Wharton School of Business at the University of Pennsylvania, earning the designation of Retirement Planning Specialist after studying under the top educators in the field.  He then pursued and earned his Retirement Income Certified Professional (RICP®) designation, making him an expert at maximizing client’s income throughout their retirement years.

Kyle & his wife Meghan reside in Clarence.  He is an active member of St. Gregory the Great Church, where he serves as a parish trustee and leads various youth groups.  He also believes in giving back to the community through volunteer visitation with the elderly at Elderwood nursing homes.  Outside of work, he is an avid outdoorsman and mountain climber, who enjoys exploring our nation’s wilderness areas and regularly participates in local trail maintenance to help keep nature as it was intended to be.

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Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Colin began his Financial Advising career in 2022 after working the previous 10 years as a finance manager in the automotive industry.  He currently holds his FINRA series 7 and 66 licenses along with his New York State Life, Accident and Health license.

As someone who has worked extensively in the financial sector, he has acquired a comprehensive understanding and proficiency in areas such as investments, retirement planning, and taxation. When the moment arrives to strategize and oversee your financial matters, he possesses the capability to offer personalized guidance and counsel that will enable you to make intelligent choices. Colin takes great pride in his accessibility to his clients and willingness to share his expertise.  He strongly believes in client education and helping each client understand investment choices to best suit their current and future financial goals.

Colin grew up in Williamsville, New York where he currently resides.  He enjoys watching and playing sports in his spare time. 

Rick Campbell’s career with Equitable Advisors began immediately following his graduation from St. Bonaventure University in 2002. As a Retirement Benefits Specialist for Tax Sheltered Plans, his practice focuses primarily on assisting individuals and small businesses with a wide variety of retirement and insurance needs. Furthermore, he holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which enables him to create and implement customized financial plans.  Rick has extensive experience working with a variety of professionals from all walks of life, but his specialty lies in working with public sector employees. He is highly knowledgeable in this field and has successfully served more than half of his current clients in this sector. As a result, he is uniquely positioned to provide tailored services to those looking for solutions in this area.

Rick grew up in Hamburg, New York where he and his wife, Christina, currently reside.  Christina is a teacher at Springville Elementary School and they have three children—Tyler, Connor, and Claire.  Rick’s hobbies include playing and watching sports, reading, and working on his yard at home.  He loves baseball and has been involved as a coach for the Hamburg Junior Baseball Softball League since 2016. In addition, Rick is currently the Chairperson for the Hamburg Finance Academy Advisory Board, Inc., which is a volunteer organization that promotes financial literacy to high school students.  In 2012, he was honored and humbled to be recognized as a 40 Under Forty Award recipient by Buffalo Business First.

Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements

California Insurance License #: 0H43982

I have grown up and lived in the Buffalo, NY area my entire life and currently reside in Amherst, NY. I attended college at the State University of New York at Buffalo and graduated in 2006 with a Bachelors of Science in Accounting. I worked locally in public accounting for 7 years in the Buffalo area. My love for tax and financial planning brought me to my career as a financial consultant in 2013.

I currently work with many individuals, families, and business owners in the Buffalo area. I love helping my clients plan for their goals relating to their retirement, insurance, and investment needs.

Outside of my career I enjoy attending sporting events, working on my house, and spending time with my two Shih-Tzu Poodles – Egon and Zool.

I am currently a member of the BISON Scholarship Fund’s President’s Council which is a local organization of young professionals that help volunteer and raise money to fund a privately funded tuition assistance program which serves to assist low-income elementary school children to attend a private elementary school of choice in Western New York.

Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Jay Calabrese’s approach is to encompass his strong family values and the commitment to build long-term relationships with his clients. His focus is to advise families and businesses throughout New York who seek straightforward solutions regarding asset protection, portfolio management, income distribution, and estate planning strategies. Jay joined Equitable Advisors, LLC in 2014.  Since then, he has made it his life's work to help people achieve financial independence while empowering them to live a balanced life filled with success and significance.

Jay and his wife, Jen, have been married for 16 years and have three children, Juliana, Gino, Gabriella.  They enjoy coaching their kids' sports teams and cheering on the Buffalo Bills and NY Yankees!

Diane Finn began her financial planning career in 2006.   She earned a bachelor’s degree at Buffalo State University in Business Administration and Accounting.  She worked locally at a public accounting firm for 10 years before entering the financial planning field.  She holds a Series 7, Series 63, Series 66 and NYS Life and Health license and is registered in several states across the country.

During her career at Equitable Advisors, she has worked in various areas of financial planning such as retirement planning strategies, investments, life insurance, professional money management, estate planning strategies, college funding and long-term care insurance. She currently works with many individuals, families, and business owners in the Buffalo area with helping clients plan for their goals relating to their retirement, insurance, investment needs and taxes.

Diane and her husband Patrick reside in Williamsville and outside her career they enjoy attending sporting events, boating and enjoy spending time with their 3 grandchildren.

Justin Reich began his financial career in 2023, after spending 10 years in the Automotive service industry. He currently holds New York State Life, Accident, and Health, Series 6, 7, and 66 Licenses along with earning a Certified financial Holistic Coaching designation from Columbia University.

 Working closely with clients of all walks of life in the automotive industry, he has cultivated an understanding of what clients are looking for in a professional relationship and pairs that with Financial Knowledge to help clients achieve the security needed to live the lifestyle they envision in retirement.

Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Michele Strasser offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Carol DiPirro offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Lynn Strasburg offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Meghan Lucey, wife of Kyle, recently entered the practice to provide administrative and professional office experience. Meghan attended Boston University for her undergraduate degree and the University at Buffalo for her graduate degree, earning a BA and MA in archaeology and anthropology, respectively. She then worked as an archaeological researcher for an engineering firm in Boston before deciding to relocate back to Western New York. Upon realizing there were very few archaeological digs in the Buffalo area, she decided to focus her skills towards supporting non-profit institutions. Working at a local museum, and eventually a college, Meghan acted in various capacities from office administration to marketing assistant. Meghan has more than a decade of professional administrative experience and will be an asset to all our clients. You can expect to speak with Meghan about service forms, mailings, and any other professional communication to strengthen your relationship with our group.

Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Sherry Ritter offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.