Dave's Team

Dave's Team

David R. Burgio, CPA, PFS

Managing Partner, Comprehensive Wealth Planner

After David graduated with honors in 1991 with a BS from the State University of New York at Buffalo as a dual major in accounting and finance, he went on to practice public accounting, with a focus on income tax planning for higher net-worth clientele. He was awarded his Certified Public Accountant (CPA) license in 1994. Since then, David has dedicated his practice to an comprehensive approach to financial planning, and is fluent in investment management, estate planning, business succession planning, retirement income planning, and tax reduction strategies. In 2010, David was awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants. In 2011, David was invited to join the prestigious Resource Group, consisting of a group of the top 1% for every year he was associated with Lincoln Financial Partners. 

By acting in partnership with his clients, he is able to synergize the effects of other advisers and add new tax reduction strategies and wealth creation ideas. A hallmark of his practice has been in keeping close contact with his clients throughout the year by performing reviews and being proactive. David maintains offices in Western New York and St. Petersburg, Florida. David holds FINRA Series 6, 7, 65, and 63 securities registrations. He is licensed and currently serves clients in more than 15 states.
 

Mary Lokken, CFP®

Paraplanner

After graduating as class valedictorian from Akron High School, Mary received her BA in English with a minor in business studies from the State University of New York at Geneseo in 2006. She was a member of the College Honors Program and wrote and presented her honor's thesis on the Haitian Massacre of 1937. Mary holds the FINRA Series 7 securities registration and is writing her master's thesis in economics at Buffalo State College. In 2016, she was awarded her CERTIFIED FINANCIAL PLANNERTM certification. 

Mary has been working as an assistant to David Burgio since 2007 and joined the Custom Wealth Management team in February 2011.

Kristine Zanner

Registered Operations Specialist

Kristine began her career in banking and investments shortly after receiving her BS in business administration from the State University of New York College at Oswego in 1994. Her employment began with former Fleet Bank (now Bank of America) and covered the areas of personal trust and estate administration, recordkeeping for employee benefit plans, and cash management services for middle market corporate clients.

Prior to joining Sagemark Consulting in 2003, Kristine was employed as a client service representative for the leading investment management team with Harold C. Brown & Co., Inc., a former Buffalo-based equity investment firm. During her tenure with Harold Brown, she received her FINRA Series 7 and 63 securities registrations.

She joined the Custom Wealth Strategies team in January 2014.

Joseph L. Fecio, CPA, CFP®

Registered Associate

Joseph graduated with honors and received his MBA in finance from the School of Management at the State University of New York at Buffalo in 1984.

After college, Joseph joined the Buffalo office of Price Waterhouse where he earned his CPA designation in 1986 while he was a senior tax accountant. His duties included reviewing corporate and individual tax returns for a diversified client base. He was also part of the Executive Financial Services group which provided financial planning services to corporate executives. During that time, he developed a comprehensive personal financial planning model used by other Price Waterhouse offices nationwide.

Prior to affiliating with Sagemark Consulting, Joseph was a financial planner with the M&T Investment Group. He earned his CERTIFIED FINANCIAL PLANNERTM certification in 1999.

Joseph joined Sagemark Consulting in 2000 and then affiliated with Custom Wealth Strategies in 2015. His background includes specializing and assisting the office with estate planning, business succession planning, retirement and benefits analysis, tax reduction strategies, and investment considerations for executives, business owners, and professionals. He also assists the office with working with employers in establishing cost-effective defined contribution retirement plans and supporting them in meeting their fiduciary responsibilities, improving employee participation levels, and maximizing benefits to owners and key employees.

Additionally, Joseph was a vice president of finance at M&T Bank where he managed a staff of financial analysts to provide support to senior management. He was instrumental in developing the bank’s current management reporting systems and provided sophisticated analyses that facilitated financial decisions and supported strategic planning and budgeting.