Broker Check

Our Team

Robert M. Florian, CFP®, CLU®, CPA


Bob Florian is principal of Florian Financial Group LLC, an independent financial planning and investment management company located in Western New York. He specializes in connecting investment strategies with retirement income...
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Sarah E. Gruszka

Client Service Supervisor

Sarah Gruszka joined Florian Financial Group in 1996. As client service supervisor, she oversees client account activities including the processing of account applications, account transfers, check requests and required minimum...

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Susan Charlesworth

Financial Service Assistant

Sue joined Florian Financial Group in March 2015. As Financial Service Assistant, she provides support for client account activities including tracking of investment trades, rebalancing and preparation of monthly statements. Along with...

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Dan Vater

Dan Vater joined Florian Financial Group in January of 2022.  He has 4 years of previous experience as a financial advisor and spent 10 years in the craft beer industry prior to that.   Dan grew up in LakeView NY and has...

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Tami Vogel

Client Services

In 2018, Tami joined Florian Financial Group.  She enjoys her role as a client service assistant.  Tami is appreciated for her strong work ethic, can-do-attitude, sense of humor, and efficiency.  She resides in Lancaster...

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