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About Us

DJ Puff Advisors Group

Our focus is on asset accumulation through individual and employer/group retirement plans for small businesses, non-profit organizations, and education professionals. Subsequently, asset preservation is achieved through advanced directives, which include wills, trusts, POAs, and Medicaid protection strategies.

Our Mission

Our Mission is to forge a close personal working relationship with you. This relationship will be the foundation upon which we will build an efficient and effective financial plan designed to meet your life goals. We are committed to the individual needs of our clients and will never abuse the privileged client-advisor relationship.

Our Philosophy

Many Advisors stress rate of return as the most important factor when investing. While rate of return is very important, time is far more reliably predictable. In 21st Century America, an individual’s life expectancy is significantly greater than it was 75 years ago.

Accumulation of wealth is a matter of time, patience and consistency.

“It is impossible to predict the future. Some things are inevitable, some are possible and some are highly unlikely. Our goal, is to help you achieve and maintain financial independence by mitigating the consequences of the inevitable and possible through individualized planning, without relying on the unlikely. Competent and effective professional planning will temper most of life’s financial variables. It is our belief that professional guidance is an essential ingredient in a successful financial plan.” - Don Puff

Our Process

The combination of effective data gathering, in a stress-free and personal meeting, fosters the establishment of a sound working relationship. This relationship is the foundation of a successful financial plan.

Our Team

Donald J. Puff

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Don Puff, DJPuff President and GWN Securities, Inc., Registered Principal, graduated from SUNY College at Buffalo with a Bachelor’s Degree in Communications. Don entered the Financial Services industry in 1978. After nearly two...

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Sarah L. Puff

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Sarah Puff has been with DJPuff since 2005.  Sarah graduated with a Bachelor of Business Administration from SUNY Alfred State in Financial Planning. Sarah has been a Licensed Registered Representative with GWN Securities, Inc....

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Erin Monica Puff

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Erin Puff has been with DJPuff since 2005.  Erin is our Operations Manager.  Erin has an Associate degree in Humanities from Onondaga Community College and a Bachelor of Science degree in Human Resources Management from Le...
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Paul Amidon

Paul Amidon joined DJPuff in 2009 as our Accounting Officer. After attending RIT, Paul graduated from Syracuse University with a degree in Accounting and Finance.  Paul’s work history covers banking, public school district...
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Shelle Wadsworth

Shelle Wadsworth is the newest member of our team and our Marketing Specialist. Shelle has a Bachelor of Business Administration from Canterbury University.  Shelle comes to us with 20 years’ experience in sales and...
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Deborah L. Duncan

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Deborah passed away in November of 2020. She is greatly missed by her family, and clients alike.

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Morgan Houck

Morgan Houck joined our team as our Administrative Assistant in January of 2024. Morgan has a Associates Degree in Liberal Arts from Onondaga Community College.
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