Financial Planning Information
Robert J. Bohner, President
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: Former 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.
Dawn E Rowland - Financial Advisor/Planner 2009 to current
- Independent Agent at Bankers Life and Casualty/Bankers Conseco
- Victim Services Program Director at Cattaraugus Community Action
- College for Financial Planning currently enrolled in Certified Financial Planning program
- Houghton College
- Jamestown Community College (JCC)
Dawn lives with her husband Steve and three children in Great Valley, New York. She enjoys supporting her children in baseball, football and other sports and is active in her community. She and her husband Steve raise pheasants and enjoy hiking their extensive woods on their property.
Joni Montroy, Branch Office Financial Consultant (CRFEBC)
With PFC since January of 2007; 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 Key Retirement Solutions out of Rochester, NY. You can find a link to Key Retirement Solutions site by clicking here.
Born in Potter County PA, graduate Coudersport Area High School, AS Degree in Business Management, Completed Financial Planning Certificate through Kaplan University.
Charted Federal Employees Benefits Consulting (ChFEBC), Professional in Human Resources (PHR), Registered Financial Consultant (RFC)
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 2 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.
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