Broker Check

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) 424-1234

(585) 424-1247

[email protected]

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...

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Terrence Britt

Vice President / COO

(585) 424-1234

(585) 424-1247

[email protected]

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...

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Tami Wihlen

Principal / Registered Representative

(585) 424-1234

(585) 424-1247

[email protected]

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.

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Tim Costello

Director of Operations

(585) 424-1234

585-424-1247

[email protected]

Cheevers, Hand & Angeline, LLC