Financial Planning Information

• Estate Planning
• Retirement
• College
• Taxes
• Medicaid/Medicare
• Identity Theft

Investment

• Risk Tolerance Assessment
• Asset Allocation
• Fee-Based Versus Commissions
• Consumer Resources

Insurance

• Life
• Long Term Care
• Disability
• Home/Auto/Personal Liability Umbrella

About Us

Robert J. Bohner, President

Email: RBohner@OurPFC.com

Established: Incorporated in 1997; Full-time since September of 1990 preceded by 10 years of part-time experience in financial planning.

Education: State University College at Buffalo, Bachelor of Science in Teaching; Over 280 Hours of Continuing Education, plus multiple annual educational symposiums specializing in Investments, Planning for Seniors; Life, Long Term Care, Disability Insurance and more...

Designations: Chartered Federal Employee Benefits Consultant (ChFEBC), Certified Long Term Care (CLTC), and Life Underwriter Training Council Fellow (LUTCF.)

Associations: Financial Planning Section of the Financial Planning Association (6 Years Director of Southern Tier Chapter.) Estate Planning Council - Local Bar Association

Family: I moved to Buffalo, NY with my wife, Mary Ann, in October 2006, prior to that we lived in Binghamton, NY. We have been happily married since January 1968 and our children, Jeff and Michelle are married and have blessed us with two wonderful grandchildren. Jeff lives with his wife Tamara in the Rochester, NY area and Michelle, our daughter is married to Tim and their family of four are located in the Buffalo area, as well. I enjoy doing volunteer activities helping university interns and their friends experience the real world and learn how to find the jobs of their dreams. I also enjoy golf, camping, hiking, photography and look forward to getting back to fishing soon.

Jodi Babcock, Client Fulfillment Manager

Email: Jodi@OurPFC.com

Professional Experience:
Started at PFC in August of 2005; 6 Years of Customer Relationship Management; 2 Years of Client Account Reconciliation; Degree in Certified Financial Professionalism; Received numerous outstanding customer service awards.

Education:
Graduate of Sidney High School.

Personal Interests:
Jodi spends as much time as possible with her daughter Amiah and also enjoys traveling to see family and friends, and camping.



Joni Montroy, Branch Office Financial Planner

Email: Joni@OurPFC.com

Professional Experience:
With PFC since January of 2007; Financial Planner and licensed in Life, Long Term Care & Long Term Disability Insurances; 12 years experience as Human Resources Specialist with the United States Postal Service specializing in Federal retirements and benefits; 8 years experience in Accounting and Payroll.

In addition to working with Personal Financial Consulting, Inc., Joni currently runs a company called Key Retirement Solutions out of Rochester, NY. You can find a link to Key Retirement Solutions site by clicking here.

Education:
Born in Potter County PA, graduate Coudersport Area High School, AS Degree in Business Management, Completed Financial Planning Certificate through Kaplan University.

Personal Designations:
Charted Federal Employees Benefits Consulting (ChFEBC), Professional in Human Resources (PHR), Registered Financial Consultant (RFC)



Aaron Barse, Computer Operator/Office Supplies Manager

Email: Aaron@OurPFC.com

Professional Experience:
Employed here at PFC since February 2005; 4 years of experience in various areas of Customer Service serving client's needs.

Education:
Regents Degree Graduate of Vestal Schools; Completed over 180 hours of database management training and still continuing with his training.

Personal Interests:
Aaron enjoys many forms of music, art, movies and video games. He aspires to one day pursue an art form, either in computer animation or tattoos. He also enjoys different forms of dancing, like Swing and Salsa.



Present and Former University Interns:

PFC enjoys the opportunities to offer University Students internships followed by Part-time paid employment upon the successful completion of their internships. We strive to have a minimum of 3 interns year-around. They do financial planning research to keep PFC at the leading edge of the industry, produce financial plans, and assist staff in delivering a 5 star service to our clients.