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Meet The BlackOak Group Team

Executive Team

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

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

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

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

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

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

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

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Financial Consultants

Ryan Timmons
Director of Advisor Development
Ryan D. Timmons is a Vice President with AXA Advisors, Read More
Ryan TimmonsDirector of Advisor Development

Ryan D. Timmons is a Vice President with AXA Advisors, LLC and an integral part of The BlackOak group.

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

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 since 2004 and is Read More
Michael KielbasaDirector of Planning

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

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

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

Steven Fretthold
VP and Director of Advisor Development
Steven Fretthold is a Vice President at AXA Advisors. He Read More
Steven FrettholdVP and Director of Advisor Development

Steven Fretthold is a Vice President at AXA Advisors. He is a retirement planning specialist.

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

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

James Keddie, CFP®
Consultant
James Keddie began his financial planning career with AXA in Read More
James Keddie, CFP®Consultant

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

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

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
Senior Consultant
Dan McAuliffe has been a Financial Advisor with AXA since Read More
Daniel McAuliffeSenior Consultant

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

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

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

Timothy N. Naffky
Senior Consultant
Timothy Naffky has been a Financial Consultant with AXA since Read More
Timothy N. NaffkySenior Consultant

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

Robert Tighe, MBA
Consultant
Robert Tighe has over 31 years of experience serving as Read More
Robert Tighe, MBAConsultant

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

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.

Kathy Costello
Executive Assistant
Kathy works with Sondra Payne and Robert Tighte.
Kathy CostelloExecutive Assistant

Kathy works with 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.