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Meet The BlackOak Group Team

Executive Team

Austin V. Kelly, CFP®, AIF®, CPFA®
Co-Founder and Managing Partner
Austin V. Kelly is a co-founder of The BlackOak Group, Read More
Austin V. Kelly, CFP®, AIF®, CPFA®Co-Founder and Managing Partner

Austin V. Kelly is a co-founder of The BlackOak Group, LLC. His focus is retirement and fiduciary services.

Michael J. Rea, CFP®, ChFC®
Senior Partner
Michael Rea is a Retirement Planning Specialist and has been Read More
Michael J. Rea, CFP®, ChFC®Senior Partner

Michael Rea is a Retirement Planning Specialist and has been with AXA Advisors since 2007.

Michael T. Peters, CFP®, ChFC®
Co-Founder and Managing Partner
Michael Peters is a co-founder of The BlackOak Group, LLC Read More
Michael T. Peters, CFP®, ChFC®Co-Founder and Managing Partner

Michael Peters is a co-founder of The BlackOak Group, LLC and focuses his work on individual and family wealth strategies.

Ryan Gill, CFP™, CIMA®
Senior Partner
Ryan Gill is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Read More
Ryan Gill, CFP™, CIMA®Senior Partner

Ryan Gill is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Investment Management Analyst®.

Read More

Financial Consultants

Ryan Timmons
Partner
Ryan D. Timmons is a Consultant with AXA Advisors, LLC Read More
Ryan TimmonsPartner

Ryan D. Timmons is a Consultant with AXA Advisors, LLC and an integral part of The BlackOak Group.

Sondra Payne, CFP®
Partner
Sondra Payne is a financial consultant with The BlackOak Group Read More
Sondra Payne, CFP®Partner

Sondra Payne is a financial consultant with The BlackOak Group and part of the Elite Producer Group within AXA Advisors, LLC.

Michael Kielbasa
Director of Planning
Michael Kielbasa has been with AXA Advisors since 2004 and Read More
Michael KielbasaDirector of Planning

Michael Kielbasa has been with AXA Advisors since 2004 and is one of the original members of The BlackOak Group.

James Fox, CFP®
Partner
James Fox has been helping families and businesses achieve their Read More
James Fox, CFP®Partner

James Fox has been helping families and businesses achieve their financial goals since he joined AXA Advisors in 2010.

Steven Fretthold
Partner
Steven Fretthold is a Financial Consultant at The BlackOak Group.
Steven FrettholdPartner

Steven Fretthold is a Financial Consultant at The BlackOak Group.

Steven Glamuzina, CFP®, ChFC®
Partner
Steven Glamuzina is a Financial Consultant with The BlackOak Group. Read More
Steven Glamuzina, CFP®, ChFC®Partner

Steven Glamuzina is a Financial Consultant with The BlackOak Group. He joined AXA Advisors in November of 2008.

James Keddie, CFP®
Partner
James Keddie began his financial planning career with AXA Advisors Read More
James Keddie, CFP®Partner

James Keddie began his financial planning career with AXA Advisors in 2007 while he was finishing his senior year at the University of Buffalo.

David P. Hungerford
Partner
David Hungerford is a Retirement and Benefits Planning Consultant at Read More
David P. HungerfordPartner

David Hungerford is a Retirement and Benefits Planning Consultant at The BlackOak Group.

David L. Hungerford, Sr. ChFC®, CLU®, AIF®, CPFA®
Partner
David is a partner in The Black Oak Group, a Read More
David L. Hungerford, Sr. ChFC®, CLU®, AIF®, CPFA®Partner

David is a partner in The Black Oak Group, a diversified group of highly credentialed and experienced retirement plan and retirement planning specialists.

Nicholas Kelly, MBA
Planning Analyst
Nicholas Kelly began as a Financial Advisor with AXA Advisors Read More
Nicholas Kelly, MBAPlanning Analyst

Nicholas Kelly began as a Financial Advisor with AXA Advisors in 2005.

Daniel McAuliffe
Partner
Dan McAuliffe has been a Financial Advisor with AXA Advisors Read More
Daniel McAuliffePartner

Dan McAuliffe has been a Financial Advisor with AXA Advisors since 2010.

Eric McKenrick, CFP®, ChFC®, CLU®
Partner
The focus of Eric’s practice is helping families in Western Read More
Eric McKenrick, CFP®, ChFC®, CLU®Partner

The focus of Eric’s practice is helping families in Western New York prepare for retirement by building customized financial plans.

Timothy N. Naffky
Partner
Timothy Naffky has been a Financial Consultant with AXA Advisors Read More
Timothy N. NaffkyPartner

Timothy Naffky has been a Financial Consultant with AXA Advisors since 2008. He currently holds his Series 7 and Series 66 licenses and is registered in eight states.

Robert Tighe, MBA
Partner
Robert Tighe has over 31 years of experience serving as Read More
Robert Tighe, MBAPartner

Robert Tighe has over 31 years of experience serving as a Financial Advisor with AXA Advisors.

James W. Wilder
Planning Analyst
James Wilder is a Planning Analyst at The BlackOak Group. Read More
James W. WilderPlanning Analyst

James Wilder is a Planning Analyst at The BlackOak Group.

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Support Staff

Jamie Peters
Production Assistant
Assistant to Michael Kielbasa and Michael Peters.
Jamie PetersProduction Assistant

Assistant to Michael Kielbasa and Michael Peters.

Sherry Ritter
Executive Assistant
Sherry is the Executive Assistant to Sondra Payne and Robert Tighte.
Sherry RitterExecutive Assistant

Sherry is the Executive Assistant to Sondra Payne and Robert Tighte.

Leslie Herrington
Business Solutions Assistant
Leslie is an Executive Assistant to Austin Kelly.
Leslie HerringtonBusiness Solutions Assistant

Leslie is an Executive Assistant to Austin Kelly.

Scott Reinecke
Production Assistant
Scott ReineckeProduction Assistant
Toni Leasure
Executive Assistant
Toni Leasure is an Executive Assistant to Michael Peters and Michael Kielbasa.
Toni LeasureExecutive Assistant

Toni Leasure is an Executive Assistant to Michael Peters and Michael Kielbasa.

Amy Maier
Executive Assistant
Amy works with Steven Galmuzina and Daniel McAuliffe.
Amy MaierExecutive Assistant

Amy works with Steven Galmuzina and Daniel McAuliffe.

Lauren Montante
Executive Assistant
Lauren is the Executive Assistant to Timothy Naffky, Steven Fretthold, Ryan Timmons, and Daniel McAuliffe.
Lauren MontanteExecutive Assistant

Lauren is the Executive Assistant to Timothy Naffky, Steven Fretthold, Ryan Timmons, and Daniel McAuliffe.

Heather Hayes
Executive Assistant
Heather is the Executive Assistant to Ryan Gill and Michael Rea.  
Heather HayesExecutive Assistant

Heather is the Executive Assistant to Ryan Gill and Michael Rea.  

ToniAnn Fragala
Executive Assistant
ToniAnn is the Executive Assistant for David Hungerford Sr. & David Hungerford Jr.
ToniAnn FragalaExecutive Assistant

ToniAnn is the Executive Assistant for David Hungerford Sr. & David Hungerford Jr.

Erick McKenrick
Executive Assistant
Erick works with Amy Maier.
Erick McKenrickExecutive Assistant

Erick works with Amy Maier.