Meet the Team

Terry J Muchler, AIF, CTEP

CEO, Senior Partner 

Terry began his financial services career with Metropolitan Life in 1989. He earned his Bachelor's degree in Marketing at SUNY Brockport and holds an Associate's Degree in Business Administration.

After  five years with Metropolitan Life, he started his own independent financial firm. in 1999, he affiliated Muchler Financial Services with The Horizon Group. With a keen interest in estate planning, he attended Tulane University to earn his certification in Estate Planning.

Terry resides in Dansville with his wife Robin and has four children. He enjoys playing golf and is a past President of Rotary. Currently, he heads the steering committee for Dansville's Community Center.

 

Ashton

Ashton Muchler

Operations Manager

As operations manager Ashton is responsible for overseeing and implementing all tasks associated with running the office. Ashton has a degree in social science and also is a graduate of Onondaga School of Therapeutic Massage. She ran her own massage business before deciding to become involved with the group.

Ashton lives in Dansville with her daughter Amelia. In her free time she enjoys spending time with her family and friends, traveling, and shopping.

Cortney

Lauren Heiman

Associate Wealth Manager 

Lauren handles all inquiries regarding payments, distributions, and IRA contributions. She also processes all mutual fund trades and exchanges in the Dansville office. Lauren is responsible for Required Minimum Distributions and processes client accounts.

Lauren attended Hartwick College and graduated with a dual degree in Accounting and Business Administration. Lauren is a resident of Dansville, and she loves to travel. She has been to France, England, and Italy. In her spare time, she likes to garden, play sports, read, scrapbook and spend time with her family and friends.

 

Courtney

Cortney Chamberlain

Client Liaison 

As client liaison Cortney is responsible for handling client concerns and processing client accounts. She is the office annuity liaison and handles all aspects of life insurance and long term care insurance. She graduated from Keuka college with her Bachelor’s degree in Criminology/Criminal Justice.

In her spare time she enjoys spending time with her family and friends, playing volleyball and being on the lake.

 

Maizie

Maizie Scollon

Client Liaison 

As client liaison Maizie is responsible for initiating  client appointments,  processing client accounts and fund transfers, and handling client concerns. She comes to us with 12 years of experience in retail banking and customer service.

Maizie lives in Dansville with her husband and two children.  In her spare-time she enjoys gardening, watching historical and crime documentaries, walking her dogs, and road trips with her family.

Lisa

Lisa VanDerwerken

Concierge 

Lisa manages the front desk responsibilities including Terry’s calendar, scheduling client appointment’s and also provides exceptional customer service to our clients. She is a graduate from Nazareth college with a degree in Business Administration.

Lisa lives in Dansville with her husband Matt and their dog Bindi. She enjoys gardening, shopping and spending time with friends and family.