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Our Team

Has You Covered

What sets Alliance Wealth Management of WNY apart from other consultants? Drive, and determination to succeed. Alliance Wealth Management of WNY knows what you need in order to soar. 

 

JERRY POLOVNUK

President / Financial Representative

Has been assisting clients in understanding and planning their financial lives since entering the business in 1990. His approach is client centered and focuses on the needs and desires of the people and businesses he works with . A self-proclaimed curious learner, He has a great passion for challenging the norm to find a better solution for our clients. He appreciates the value of relationships and is motivated to provide thoughtful solutions that not only consider the facts and numbers, but truly understand what it means for his clients and how he will help get them to where they want to be.

He is a U.S. Air Force veteran who assists veterans with their insurance and planning issues.

He is licensed to assist his clients in various life insurance strategies, disability and long term care planning. He also is licensed to assist individuals and business clients acquire Health Insurance, group and individual.

NY State of Health #SX09217 and #SI09217

NY Life & Health License

PHIL ULETT

Vice-President

Has been assisting clients in understanding and planning their Insurance and Final Expense Planning since entering the business in 1995. He also assists Business Owners with Benefit and Tax Strategies. His approach is also client centered and focuses on the needs and desires of the people and businesses he works with .

Phil is Licensed to assist with all your Life & Health Insurance questions and Voluntary Benefits. He specializes in assisting Employers with setting up Benefits as well as doing Final Expense Planning for his clients.

NY Life & Health License

MARK DOBSON

Vice-President

Over the years it has been Marks privilege to help his clients effectively maximize their assets, enhance the quality of their lives, and realize personal and financial goals. He has never taken for granted the fact that our clients trust us with far more than their assets. The realization is that their dreams, aspirations, and their well being depends on his prudent council.

Mark is Licensed to assist with all your Life & Health Insurance questions and Voluntary Benefits. He specializes in assisting Employers with setting up Benefits as well as using Advanced Business Strategies to establish Buy Sell Agreements and other strategies.

NY Life & Health License

Learn more, and start reaching your goals today.  " Ask yourself if what you are doing today is getting you closer to where you want to be tomorrow"

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