OUR TEAM
The Excel brand embodies camaraderie, perseverance, ever-learning mindset and pride in ownership. The firm's founders, their families, our financial advisors, and support staff are all instrumental to our service model.
Leadership
Joseph Lanzisera
President / CEO
(585) 424-1247
Joseph Lanzisera is the President and Chief Executive Officer (CEO) and co-founder of Excel Securities. In his role as CEO Mr. Lanzisera is involved in all aspects of Excel’s Investment Advisory and Broker Dealer...
Terrence Britt
Vice President / COO
(585) 424-1247
Terrence P. Britt, born in 1960, is the Chief Operating Officer (COO) of Excel Securities. Mr. Britt has been employed with Excel Securities since 1989 in a variety of different capacities. In his role as COO Mr. Britt is involved in...
Tami Wihlen
Principal / Registered Representative
(585) 424-1247
Tami Wihlen is a Retirement Plan Specialist and a Financial Advisor to both corporate and individual clients. Ms. Wihlen began her financial services career in 1996.