SY ASSOCIATES

Member of Clear Focus LLC

Our Team

Masters of converting coffee into customer satisfaction

Steven I. Yeh

OSJ/Financial Advisor
Steven is an attorney, OSJ Principal* with INVEST Financial Corporation (INVEST), and Trust Relationship Manager with INVEST Trust Services. 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.

Phone: 
716-348-3425 x100
Email:
[email protected]


Anthony S. Scalise

Financial Advisor
Anthony S. Scalise is a Registered Representative of INVEST Financial Corporation(INVEST). Anthony is a native of WNY and has been a financial advisor since 2003. Prior to working as a financial advisor, Anthony was an Electrical Engineer and graduated Magna Cum Laude from the State University of New York College at Buffalo. 
Phone: 
716-348-3425 x102
Email:
[email protected]

Mark J. Beardi

Financial Advisor
Mark Beard is a Registered Representative of Invest Financial Corporation (INVEST). He received his Bachelor in Applied Economics and Business Management from Cornell University and earned an MBA in Finance from the Wharton School at University of Pennsylvania. Prior to Financial Advising, Mark acquired 15 years of experience in the financial services industry with BlackRock, Morgan Stanley & Merrill Lynch. 

Phone:
716-348-3425 x104
Email:
[email protected]

Kelly M. Shoemaker

Operations Manager

Kelly is an Operations Manager with SY Associates and a Non-Registered Associated Person with INVEST Financial Corporation (INVEST). She obtained her BA in Business Administration from the University at Buffalo (UB). Kelly’s professional background includes seven years of retail, food and customer service. 






Phone:

716-348-3425 x103

Email:

[email protected]


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