About Us

 

Investing in You.

 

Five Star Investment Services (FSIS) was formed in 1999 to offer our customers experienced, individual investment advice in addition to traditional banking services.

Our deep experience allows us to employ a big-picture approach to financial planning. Whether you are investing for retirement, a child's education or a down payment on a new home, we spend time with you to get a complete financial view of where you are now, where you want to go—and how to work towards getting there.

See how a Five Star Investment Services relationship can help you work towards achieving financial security.

Find your local Five Star Investment Services financial professional
Contact us directly to set up an appointment today.
 

Ethan T. Spelman, Director of Wealth Management
(585) 786-4376 • ETSpelman@five-starinvest.com

Ethan joins Five Star Investment Services with approximately 20 years in the Financial Services Industry. During that time, he has held numerous positions in both bank and investment programs.

Ethan is a graduate of both Monroe Community College and Roberts Wesleyan College. He lives in Hilton with his wife Megan and two children, Emma and Landon.

 
Dean J. Brockway
(607) 776-2287 • DJBrockway@five-starinvest.com

Dean has been a Wealth Advisor with Five Star Investment Services since 2001.

Dean earned his Bachelor of Science in Accounting at Alfred University.  Dean currently resides in Bath, NY, with his wife Luise and has one grown son, Ryan. He is a life-long resident of the Southern Tier (Steuben County). Dean is Director of the Bath Country Club, and volunteers with Bath Hope for Youth, Wine Glass Marathon, Central Steuben Chamber of Commerce, Rotary Club (LPGA), Council on Addiction, United Way, and others.

Dean covers the Bath, Avoca, Hammondsport, Dundee, Hornell, and Naples Branches.

 
David E. Dangler
(585) 723-5555 • DEDangler@five-starinvest.com

David is a Wealth Advisor for Five Star Investment Services covering the Rochester area. He has been in the financial services industry for approximately 30 years.

Dave was raised in Irondequoit, and currently lives in Penfield with his wife Karen, and two children, Tommy and Lilly.

Dave covers the Canandaigua, Victor, Henrietta, Honeoye Falls, Greece, and Chili Branches.

 
David R. Eichenhofer, CFP®
(315) 787-3225 • DREichenhofer@five-starinvest.com

David has been a Certified Financial Planner since 2009 and a member of the Five Star Investment Services team as a Wealth Advisor since 2000.

David also holds a Bachelor of Arts in Business Administration from Roberts Wesleyan College. David lives in Penn Yan with his wife Shannon and two children, Emma and Rhys. David is on the Board of Directors of the Geneva Historical Society and the Finger Lakes Chapter of the Red Cross.

David covers the Penn Yan, Ovid, Geneva, Waterloo, and Auburn Branches.

 
Stephen J. Fassel
(716) 431-6443 • SJFassel@five-starinvest.com

Stephen is a Wealth Advisor for Five Star Investment Services covering the Buffalo and Batavia markets. He has been in the Financial Services Industry since 2011.

Stephen earned his Bachelor of Arts in Economics from the University of Michigan at Ann Arbor. He currently resides in the Town of Lockport with his wife, Lindsay.

Stephen covers our Amherst, Orchard park, East Aurora, Batavia East, Batavia West, Attica, Albion, Medina, LeRoy, Fountain Plaza, and Lakewood branches
 
John E. Haugh, CFP®
(585) 243-1370 • JEHaugh@five-starinvest.com

A Certified Financial Planner since 2006, John has been a Wealth Advisor for Five Star Investment Services since 2000.

He is a Paul Harris Fellow, Board Member, and Treasurer of Livonia Rotary, a Board Member and Finance Committee Member of the Livingston/Wyoming ARC, and a Board Member/Treasurer of the Myers Foundation.

John was originally from Connecticut and now resides in Livonia, NY.

John covers the Geneseo, Lakeville, Dansville, Mt. Morris, and Wayland Branches.

 
Thomas M. Abramson
(716) 218-7869 • TMAbranson@five-starinvest.com

Currently a Wealth Advisor for Five Star Investment Services, Tom has been in the Financial Services Field for over 13 years.

Tom was raised in Niagara Falls, NY and currently resides in the Town of Tonawanda, NY.

Tom covers our Amherst, Orchard Park, East Aurora, Batavia East, Batavia West, Attica, Albion, Medina and LeRoy branches.

 
Brittany L. Uhl
(585) 627-1394     • BLUhl@five-starinvest.com

Brittany joined the Five Star Investment Services team as a Sales Associate in 2015 before moving into the role of a Wealth Advisor in 2017.  She entered the financial industry with Five Star Bank in 2013.

Brittany recognizes that each client's needs are unique, and works to understand how she can help her clients achieve their financial goals.

She is a lifelong resident of Livingston County.  When she isn't helping customers, she enjoys spending time with her family, running and paddle boarding.

Brittany covers the Allegany, Cuba, Ellicottville, Elmira, Elmira Heights, Horseheads, Olean, Painted Post, and Salamanca branches.

 

55 North Main Street  |  Warsaw, NY 14569  |  (877) 262-7700 |  Fax (585) 786-2926

 

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  The investment products sold through LPL Financial are not insured Five Star Bank deposits and are not FDIC insured.  These products are not obligations of Five Star Bank and are not endorsed, recommended or guaranteed by Five Star Bank or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of New York State.