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Home | Locations:   Rochester - 585.484.1400 | Williamsville - 716.250.2888

Buffalo - 716.836.0438 | Toll Free - 800.480.1580

 

Our Team


David T. Georgiev

  Managing Partner | Financial Advisor

  Office: (585) 484-1400

  Cell: (585) 301-3380

  Toll Free: (800) 480-1580

  david@monarchwealthmanagement.com

 

David Georgiev is a managing partner of Monarch Wealth Management, LLC and serves as a LPL Financial Advisor within the firm. David’s education began at the University of Buffalo, earning a Bachelor of Arts degree in Communication with a concentration in Public Relations and Advertising.  After graduating from Buffalo, David went into the financial world working for M&T Bank and then M&T Securities as a financial Consultant for over 11 years. While working full-time at M&T, David obtained his Master in Business administration at St. John Fisher College in 2008. Although established in Rochester, he served across multiple demographics in upstate New York including Syracuse and the Corning market.

David’s passion in life is helping people. He thoroughly enjoys working with customers to help develop and implement investment planning strategies. Whether you are planning a retirement strategy or working on estate planning, David works side by side with you to make sure every facet of the plan is complete.

Helping people is what he has tried to do. As a Volunteer Firefighter in Brockport, A volunteer at church and also helping dreams come true at The Make-A-Wish Foundation, David truly cares about lifting up and helping others. This is largely due to his faith and belief in God as the center of David's life. Being an active servant at Calvary Chapel in Spencerport is a responsibility that David holds dear to his heart, holding on to the value that Jesus is the center of his family. Married with three children, David always make sure he reserves time for the most important part of his life, his family.

David provides Wealth Management Advice as an Investment Advisor Representative with LPL Financial, and holds the following registration: Series 6 (Investment Company and Variable Contracts Products Representative), Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Uniform Investment Adviser Law Examination), Series 7 (General Securities Representative), and the Series 24 (General Securities Principal) registrations through LPL financial while also holding Insurance licenses including Life, health and variable products in the state of New York along with certification for The NYS Long Term Care Insurance Partnership Plan.

 Constantine J. Kitrinos

  Managing Partner | Financial Advisor

  Office: (585) 484-1400

  Cell: (609) 289-0440

  Toll Free: (800) 480-1580

 constantine@monarchwealthmanagement.com

 

Constantine Kitrinos is a managing partner of Monarch Wealth Management, LLC and serves as a LPL Financial Advisor.  Born in upstate New York, education began in Rochester, attending Rush-Henrietta Senior high school, successfully earning his Regents Diploma and graduating with Honors awarded by the National Honor Society.  Interests in mathematics, science and law motivated his secondary studies to continue at the University of Buffalo.  Prior to obtaining his undergraduate degree, a focus was placed on contract law, estate planning and probate review by serving in the Surrogate court in Buffalo, NY.  Undergraduate education was completed at the University of Buffalo, earning a Bachelor of Arts degree in Political Science with a concentration in interdisciplinary. 

After completing his undergraduate education, a position was secured with Harrah’s Entertainment, Inc.  Highlights of his career include: thorough business analysis and management consultation for Harrah’s Entertainment Inc., financial guidance with J.P. Morgan Chase, and holistic planning for the past 6 years at M&T Securities, Inc.  Although established in Rochester, he has served in multiple markets of New Jersey, Nevada, Iowa and the vast majority of upstate New York to include: Buffalo, Batavia, Rochester, Syracuse and Corning. 

Work ethic and a passion for business was instilled in Constantine as a Rochester, NY native, growing up surrounded by family owned restaurants.  He currently resides in Victor, NY with his wife Lisa and favorite pooch, Tobey.  Most of the time spent outside of the financial markets include: traveling, skiing, cooking, dining out, lifting weights and time with friends and family.

Constantine provides wealth management as an Investment Advisor Representative with LPL Financial, and holds the following registration: Series 6 (Investment Company and Variable Contracts Products Representative), Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Uniform Investment Adviser Law Examination), and Series 7 (General Securities Representative), registrations through LPL financial.  Insurance licenses include Life and variable products in the state of New York.

 Diana C. Lougen

  Partner | Financial Advisor

  Office: (716) 250-2888

  Cell: (315) 591-2156

  Toll Free: (800) 480-1580

  diana@monarchwealthmanagement.com

 

Diana Lougen started her career in Financial Services in 2007.  She began working for New York Life Insurance Company and developed a complex understanding of life insurance.  Her career path would lead her to M&T Securities where she spent 8 years working with individuals and business owners to build wealth.  She received her undergraduate degree at the University of Buffalo in Business Management and is currently pursuing an MBA at Canisius College to continue to deepen her knowledge in Finance.  Areas of specialty include working with individuals and business owners to help educate on how to create a solid financial plan to protect themselves and their business along the way.  Diana has been married to her lovely husband Jim since June of 2015.  During her free time, she enjoys spending time with friends and family, playing golf and practicing Yoga.  She is originally from the Finger Lakes and tries to make it back to Seneca Lake for relaxation and rejuvenation. 

 

 Mark R. Ziemba II, AIF

  Retirement Plan Consultant

  Office: (716) 836-0438

  Cell: (716) 570-2574

  Toll Free: (800) 480-1580

  mark@monarchwealthmanagement.com

 

Mark R. Ziemba II is an Accredited Investment Fiduciary™ and holds himself to the highest standards in the industry. He has the advantage of being supported by a team of like-minded advisors who work together as an investment committee to serve clients.  Mark is very proud of being progressive in how he conducts himself and charge for services. By operating independently, he can choose what fees clients pay with the goal of helping clients keep more of their hard-earned money.  His focus is on total financial and investment results and delivering a comprehensive client experience.

Mark hopes clients achieve their financial goals, enjoy life, and continue the legacy they desire for their families. When he first meets with prospective clients, he takes them through a personalized discovery process designed to individualize future financial plans. He is able to help clients pursue their goals by guiding them through both important financial and estate planning challenges.  This also includes a systematized savings plan, an investment strategy, and a one-on-one meeting once or twice a year.  Mark believes that an expert investment process is important; however, helping to manage life’s twists and turns is equally important to overall happiness and success of the client.  Whether it’s a marriage, divorce, or birth of a child, these events create opportunities for growth and new beginnings. He takes great joy in navigating these events with my clients.

As a proud veteran of the US Army, Mark feels he reached the highest moral standards.  He learned to put the needs of his country and unit before his own. While serving in Iraq, he realized the importance of prioritizing goals and learned to cherish what’s truly important in life. As a Sargent and leader in his unit, Mark had to reflect on the importance of staying calm under pressure and leading by example. These are all traits that were brought to his practice as an advisor when he began in 2010.

Mark's clients gain a financial partner in life who is thoughtful, empathetic, and an active listener. He is analytical by nature, but also enjoys meeting with his clients and creating life-long partnerships.  Mark is independent and works to choose the best possible solutions for clients.  No pressure is placed on clients to choose one option or another.  He has no production goals; the focus is never to sell a product or confuse anyone with industry lingo. Together we make personalized recommendations that are tailored to your current and future needs.

Mark's areas of expertise include: investment management, trust management, estate planning, retirement savings and income strategies, along with budgeting and debt reduction strategies. He is also a 3(21)-RPCP advisor and is an expert in plan design, administration, participant education, and due diligence.

 

 Vincent Polyukhovich

  Director - Strategic Relations

  Office: (585) 484-1400

  Cell: (716) 310-2069

  Toll Free: (800) 480-1580

  vincent@monarchwealthmanagement.com

 

 

 

Veniamin (Vincent) Polyukhovich is a director of strategic relations at Monarch Wealth

Management, LLC. Vincent was born in Ukraine and raised in Buffalo,NY. His education

began at The State University of New York College at Buffalo,he graduated Summa Cum

Laude, earning a Bachelor of Science degree in Business Administration. After graduating

from Buffalo, Vincent went into the financial world working for TD Bank and then M&T Bank

as a licensed personal banker. Although established in Rochester, he served across multiple

demographics, including upstate New York and New York City.

Vincent is an articulate team player committed to supporting his customers in their transition to working with the Monarch team. Vincent is very selective in choosing potential new relationships to bring to the Monarch family. He understands and excels in finding the right fit to match the customer up with the proper advisor. Vincent has exceptional interpersonal skills and is able to handle sensitive matters with tact, poise, and diplomacy. He currently resides in Brighton, NY with his wife Alena and twin boys Eli and Jacob. He spends most of his free time with his family and helping his kids grow. Another passion of Vincent’s is gourmet cooking and baking, however his staple dish remains to be barbeque ribs.

Vincent holds the following registrations held through LPL Financial: Series 6 (Investment Company and Variable Contracts Products Representative) and Series 63 (Uniform Securities Agent State Law Exam). Insurance licenses include Life and variable products in the state of New York.

 Deborah A. Teresi

  Business Operations Manager

  Office: (585) 484-1400

  Toll Free: (800) 480-1580

  deb@monarchwealthmanagement.com

 

 

 

Deborah Teresi joined Monarch Wealth Management LLC in September of 2017 and serves as the Branch Operations Manager.  Prior to joining the team, she worked as special education teacher in the Rochester area.  Deborah assists Constantine, David and other members of the firm with administrative activities.  She enjoys spending time with her family, especially her niece and nephew and learning how to cook.

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Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor.

Private Advisor Group and Monarch Wealth Management are separate entities from LPL Financial. Access to BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, FL, OH, TX, NC, SC, IL, AZ.