Our Story
Meet Our Advisors
Michael J. Bruno
President of MJB Financial Services, Inc.
Michael holds the Chartered Financial Consultant, Chartered Life Underwriter, Registered Health Underwriter and Retirement Income Certified Professional designations. He obtained his Bachelor’s degree from the University of Kentucky in 1979. For the last 24 years, Mike has specialized in providing income protection for his nationwide clientele of physicians and dentists. As many of our clients are either fast approaching or simply have questions regarding building a secure retirement, we are dedicating more time and energy to our retirement planning services. Growing up and observing his professor parents, Mike naturally enjoys providing educational seminars to resident programs, hospitals, physician groups and associations. He is a Qualifying & Life Member of the Million Dollar Round Table, The Premier Association of Financial Professionals. Mike and his family reside in Williamsville, NY and he loves spending time at his lake-side home in Colorado.
Scott Uebelhoer
Retirement and Wealth Management
Prior to his career with MJB Financial, Scott teamed up with Uebelhoer & Associates PC, where he is currently an accountant. He learned the basics of his career here assisting companies and executives on financial decisions. Scott has had the great opportunity to work with physicians across the country. After undergoing a transplant with his little sister Valerie, Scott feels grateful for everything the medical profession has done for him and his family. The reason why Scott choose this path was to inspire and educate medical professionals so they have confidence and security in their financial life so they can focus on what they do best; saving lives. His practice focuses on advising medical professionals on wealth creation and retirement income strategies.
Canisius College B.A. Finance
Scott resides in East Aurora with his wife Marnie and two daughters Kendall and Raegan
License: Series 7, Series 66
Robert A, Peterson, Jr.
Certified Financial Planner™ Practitioner
Robert A. Peterson, Jr. is a Certified Financial Planner™ Practitioner and holds a series 6 and 63 securities registration. Bob has also completed a fellowship through the Life Underwriter Training Council and holds the LUTCF designation. He has worked in the financial services industry since his graduation in 1988 from Michigan State University.
Kevin A. Bardol
Certified Financial Planner™ Practitioner
Kevin A. Bardol is a Certified Financial Planner™ Practitioner and has been conscientiously serving the insurance and financial needs of the business and professional communities since 1989. Kevin has earned a degree from the State University of New York at Morrisville. He completed a Fellowship through the Life Underwriter Training Council and holds the LUTCF designation. Kevin resides in Cassadaga in Chautauqua County with his wife and two labs.
Christine LaDuca
Licensed Accident, Health & Life Insurance Agent
Christine LaDuca is a former musical theatre performer who has been with MJB Financial Services since 2016. She is a licensed accident, health and life insurance agent and enjoys helping her clients protect their income. Christine resides in New York City with her two dogs, Dominic and Gracie.
Piper
Office Support Staff
Our Company Mission & Client Vision
Helping clients protect their income and plan to achieve their retirement goals since 1989.
Mission
We help Physicians and Dentists plan to protect their income and build financial security.
More
Wealth management is an advisory discipline that incorporates a number of aggregated financial services including financial planning, risk and investment management.
MJB advisors will help you design and implement strategies that will continue to meet your needs as they develop.
We specialize in helping physicians and dentists protect their income and assets from life’s critical financial risks.
Success depends upon previous preparation, and without such preparation there is sure to be failure. – Confucius
