Financial Wellness


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Diana Lougen

Managing Partner, Financial Advisor

Monarch Wealth Management

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. 


716.250.2888

diana@monarchwealthmanagement.com

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Adrienne Rothstein Grace

CFP, CDFA, Certified Divorce Financial Analyst

Adrienne Rothstein Grace, Transitions Planning

Adrienne has enjoyed a long career in financial services. She is a Certified Financial Planner, and a Certified Divorce Financial Analyst. Adrienne is part of WNY Mediation Collaborative, with an attorney/mediator and a therapist, to provide a holistic approach and a full range of resources for people going through transitions- in one location. Adrienne specializes in working with couples and individuals going through divorce, or other financial transitions, to avoid financial pitfalls, and to make better financial decisions now and into the future.


716.817.6425

adrienne@adriennegrace.com

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Amy Jo Lauber

Certified Financial Planner

Adrienne Rothstein Grace, Transitions Planning

Amy Jo believs that professional, objective and thoughtful financial advice significantly improves the lives of her clients. Her work has three core values that she offers and expects from her clients: 1. Trust which fosters integrity, openness and consistency. 2. Presence which encourages active listening and allows humility, understanding and appreciation to grow. 3. Hope which promotes optimism, change, humor and authenticity.

She is a CERTIFIED FINANCIAL PLANNER™ professional and Lauber Financial Planning is a Registered Investment Adviser. Her mission is to work with people of all income and wealth levels to help them take control of their finances so that they can make good decisions and experience peace and abundance.

"I believe that money is a tool to help us live lives that reflect our deepest values and beliefs as well as our goals and priorities.I help people realize that they can stop wandering and squandering when it comes to money, that they can manage their money well.Defining “enough” and “The Good Life” are the first steps to getting what you want out of life and will help you decide the role your money plays in your life."


716.430.1634

ajlauber@lauberfinancialplanning.com