Amherst, NY: Level Financial Advisors has promoted Desiree Weppner to the position of Human Resources Manager at its fee-only investment management and financial planning firm.
She will assist the company in all aspects of employee relations, payroll, 401k and benefits administration, along with hiring and retention activities. As part of her new responsibilities, Ms. Weppner will continue to support the client services team in various aspects of the firms daily activities. She will report to the firm’s chief operating officer in her new role.
Ms. Weppner graduated from Gannon University, achieving a Bachelor of Science in Mental Health Counseling; she later received her Masters of Science in School Counseling from Edinboro University.
Prior to joining Level in 2020, Ms. Weppner worked as a School Counselor at St. Gregory the Great Catholic School. She serves on the board of the Character Council of Western New York as its Vice President and is also the Director of the Champions for CHANGE Youth Leadership Conference.
She resides with her family in Williamsville.
Level manages $564 million in assets for 615 households and is based in Amherst, NY. The firm has been in business since 1979 and also operates a satellite office in Hamburg, NY.