SY ASSOCIATES

Member of Clear Focus LLC

Our Team

Steven I. Yeh

Financial Advisor
Steven is an attorney, Registered Representative and Branch Manager of The Investment Center, Inc. His firm SY Associates, a strategic alliance member of Clear Focus LLC with offices in Nevada, New York and New Jersey, provides consulting, tax and legal services to individuals & business start-ups on formation, contracts, capital and expansion. Steven is an Attorney, Registered Principal and experienced financial advisor who entered the financial services industry in 1991. His law practice, with offices in Nevada and New York, provides consulting, tax and legal services to individuals on estate planning and business start-ups on formation, contracts, capital and expansion. Steven obtained his law degree, MBA and BA in Economics from the University at Buffalo (UB). His academic achievements include earning both his MBA and BA with Distinction, induction in 1999 to Beta Gamma Sigma, the prestigious honor society for collegiate schools of business, and selection as the ‘Total Executive’ by the 1997 UB School of Management MBA Advantage Program. Steven lives in Amherst NY with his wife Gail and their multiple rescued cats. His varied interests, besides caring for his rescues, include reading, travelling, riding his motorcycles and gardening.


Phone: 
716-348-3425 x100
Email:


Anthony S. Scalise

Financial Advisor

Anthony has been a financial advisor since 2003. Prior to working as a financial advisor, he was an Electrical Engineer and graduated Magna Cum Laude from the State University of New York College at Buffalo.  


After 15 years in engineering, Anthony turned his passion for investing into engineering financial solutions for his clients.  He takes a comprehensive life-planning approach, guiding clients through the many complicated financial challenges throughout life.  He looks beyond a client’s investments to offer advice and guidance about, retirement, estate planning, insurance, education planning and more. 


Anthony is actively involved in community service and has served since 2005 on the Buffalo Chapter of the American Education Foundation (AMEDF). 


Anthony lives in Amherst NY and enjoys family time with his wife, Jennifer and children, Nicholas and Ava.  He enjoys Golf, Bowling, riding his Harley and especially time helping his son with Boy Scouts.









Phone: 
716-348-3425 x102
Email:

Mark J. Beardi

Financial Advisor

Mark Beardi is a financial advisor with SY Associates Clear Focus. As a CERTIFIED FINANCIAL PLANNER™ certificant, he helps clients to develop comprehensive financial plans focused on the achievement of clearly defined goals and objectives. He has expertise in retirement and college planning, investment advisory strategies and insurance implementation. 


Mark operates under the fiduciary standard in his role as an investment advisor and financial planner. Mark received his Bachelor of Science degree in Applied Economics and Business Management from Cornell University in 1994 and he earned an MBA in Finance from the Wharton School of the University of Pennsylvania in 2001.


After completing the education requirements through the American College of Financial Services and passing the CFP® examination, Mark became a CERTIFIED FINANCIAL PLANNER™ professional in April of 2018.











Phone:
716-348-3425 x104
Email:

Kelly M. Shoemaker

Financial Advisor

Kelly is a Registered Representative with The Investment Center, Inc. She was born and raised in North Tonawanda, NY and currently resides in Amherst, NY. Kelly obtained her BA in Business Administration with a minor in Financial Analysis from the University at Buffalo (UB) in the Fall of 2016.


Kelly’s professional background began in the financial services industry as a sales assistant before progressing to her current position. Prior to her investment experience, Kelly maintained 7 years of retail, food, and customer service positions.


Kelly hopes to continue to gain the experience and expertise she needs to further her career with The Investment Center, Inc. She wishes to use her newly established Registered Representative status to help current and future clients, and their families, to better meet their financial needs with her assistance.












Phone:

716-348-3425 x101

Email:

[email protected]


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