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.
Home Office
Home Office Support Team
Erb Financial (Independent Office)
Hartmann Financial Group (Independent Office)
Cheevers, Hand & Angeline, LLC (Independent Office)
