The Dopkins Wealth Management, LLC Team

Client/Team synergy is the foundation for implementing good strategies. So we pay attention to how you get to know us and how we get to know you. Our team offers a breadth of talents, resulting in a well-managed effort that continues to expand its offerings of expertly designed client resources. 

Brian G. Cannon, Managing Director

Brian is responsible for providing comprehensive financial solutions to high net worth individuals, businesses and employee benefit plans.

He has more than 20 years of banking and financial services experience. Prior to joining Dopkins Wealth Management, LLC, he held a variety of management and sales positions for a major regional bank, notably a senior financial consultant responsible for the development of client relationships that included investment management, brokerage, estate planning, employee benefits and insurance services.

Brian holds a B.S. degree from Clarkson University in Potsdam, NY, and an M.B.A. from Canisius College.

Craig R. Cirbus, Investment Advisor

Craig is responsible for providing comprehensive financial solutions to individuals, trusts, businesses and employee benefit plans.

Prior to joining Dopkins Wealth Management, LLC in 2004, he served as a licensed Financial Advisor in the Buffalo offices of Merrill Lynch, Pierce, Fenner and Smith.  He is the former head football coach at The University at Buffalo.

Chad R. O’Connell, Investment Advisor 

Chad is responsible for managing the firm’s retirement plan services group, which focuses on investment management and administration services for Dopkins Wealth Management, LLC’s institutional clients.

Prior to joining Dopkins Wealth Management, LLC, he served a major regional bank for nearly ten years as Education Coordinator, Administrative Officer, and most recently as a Retirement Services Relationship Manager.

He earned an MBA from Canisius College and a BS in Finance from Rochester Institute of Technology. 

Lynn A. Jackson, CPA

Lynn's primary responsibilities will be in the are of compliance and team operations.

Prior to joining Dopkins, she was employed by a local CPA firm following twelve years as the controller for an auto dealership.

Kate Kostecky, Client Service Administrator

Kate provides client service.

She joined Dopkins in 2004 as our Accounts Payable Clerk and recently transferred to Dopkins Wealth Management. 

Achieving Results: People to People