Our Team

Olean, NY

516 Main St

Olean, NY 14760

Office: 716-376-0014

Olean Team

Tim  Hall

Tim Hall

Director of Investment Models / Financial Planner

Troy  Vincent

Troy Vincent

Financial Planner

Nick Lyons

Nick Lyons

Financial Planner

Lori  Iszkiewicz

Lori Iszkiewicz

Client Service Specialist

April  Prutsman

April Prutsman

Client Service Specialist

Dylan Vincent

Dylan Vincent

Paraplanner


Tim Hall

Tim Hall

Director of Investment Models / Financial Planner

Tim Hall joined Cedarwood Financial Partners as a founding partner after serving his clients as a financial advisor at Edward Jones for five years. Prior to serving in the wealth management industry, Tim had a successful career in the electrical wholesale industry.

Tim holds a Bachelor of Arts in Business Administration from Campbell University in Buies Creek, North Carolina; he also holds the Accredited Asset Management Specialist Certification from the College of Financial Planning. Tim credits his grandfather, an accountant for more than 60 years, for stressing the importance of planning for the future and having long-term financial plans.

With clients in Olean, New York, and across the country, Tim believes it’s important to take the time to get to know his clients personally to understand their lives and financial goals.

He helps his clients with a wide variety of financial goals and wealth strategies including retirement planning, college savings, estate planning, and preparing for the unexpected. He wants to serve as a financial partner and resource for his clients to help solve any financial situations that may arise.

Troy Vincent

Troy Vincent

Financial Planner

Troy Vincent joined Cedarwood Financial Partners as a founding partner after serving his clients at Edward Jones for fifteen years.

He earned a Bachelor of Science in Engineering and worked as a thermodynamics engineer in the oil and gas industry for ten years before moving to the financial industry.

Troy was born and raised in Olean, New York. Troy and his wife, Tara, have four children. When away from work, Troy can be found with his family, participating in and attending sporting events and enjoying any outdoor activity.

Troy places the highest value on serving and visiting his clients.

Troy Vincent

Nick Lyons

Financial Planner

Nick Lyons is a financial planner with a wealth of experience spanning over 15 years in the banking sector, where he served as Vice President at Northwest Bank. Throughout his tenure, he held various key roles including Small Business Lender, Commercial Lender, member of the Corporate Loan Approval Team, and Branch Manager.

Transitioning into private equity for two years further enriched his understanding of financial markets and investment strategies before embarking on his current journey as a financial advisor.

Nick holds several licenses, including Series 7 and Series 66, enabling him to provide comprehensive financial advice to his clients. He is also licensed in NY Life Accident Health insurance, adding to his ability to offer holistic financial planning solutions.

Outside of his professional pursuits, Nick finds fulfillment in his role as a husband to Jen, a dedicated Nurse Practitioner, and as a father to four wonderful children - Kylie, Collin, Emma, and Liam.

An avid golfer, Nick can often be found on the golf course perfecting his swing. Additionally, he actively contributes to the community by coaching youth sports and volunteering his time to local non-profits, embodying his commitment to giving back to the place he calls home.

Born and raised in Olean, NY, Nick's deep roots in the community uniquely position him to understand the financial needs and aspirations of his clients, enabling him to provide tailored solutions and personalized guidance to help them achieve their financial goals.

Lori Iszkiewicz

Lori Iszkiewicz

Client Service Specialist

Lori’s role at Cedarwood is to make sure clients know they are in good hands—that they can trust the financial planners as well as the CSS team to make things go as smoothly as possible. She loves chatting with clients and learning about their families and hobbies.

In her free time Lori is baking for family and friends and spending time with her 3 beautiful grandchildren. Lucas is 8 and a mathlete, Leo is 5 and the sweetest little redhead on the planet and Lola is turning 2 soon and is full of sass! Her daughter, Hailey and her husband Tyler are wonderful parents and she is so proud of them.

Lori loves anywhere that serves good New York Style Pizza, and in Olean, her favorites are Mangia’s and Renna’s.

April Prutsman

April Prutsman

Client Service Specialist

April appreciates the simplicity of being a Customer Service Specialist: to Serve clients to the best of her ability. She has been working in the Financial Services industry for over 30 years, along with working with her financial planner as a team to give the best service possible to our clients.

She enjoys helping clients reach their goals and becoming part of their family! April gets a smile on her face every time she knows the branch team had a part in helping clients reach their goals: when a client leaves the office confident that they are going to be able to retire, or take that dream vacation, buy that new car, pay for their children to go to college or pay for a wedding.

April and her husband, Michael and 2 dogs (Lucy Lou and Junior) and they all live in Olean. She has a grown son, Mason.

During her free time she enjoys singing and making music with her husband. They have a music ministry called Chord of Three Strands and are very active with their worship team at their church. April enjoys camping, cruising, crocheting, and gardening.

When she wants a dinner night out, Beef-N-Barrell is her go to and she notes the Mud Pie is to die for!

Helping you be you.

Pursue a purpose-filled life.

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