Our Team

Ronnie D. Weller

Financial Professional

For the past 55 years, Ronnie D. Weller has been an active agent with New York Life helping clients with life insurance and estate planning. He has been instrumental with numerous clients to secure a financial future for their families.

Mr. Weller has been a member of New York Life Chairman Council for 25 years, a 50 year member of the Million Dollar Round Table, a past President Local Life Underwriters and is currently a Trustee of the Tidioute Community Charter School.

He has been married to his wife, Joyce, for 63 years and has 3 daughters, Debbie, Janet and Jennifer, 1 son, Dale, whom was also an agent with New York Life for 20 years. He enjoys spending time with his family, his 7 grandchildren and 7 great-grandchildren and time on the family owned Flying W Ranch.

 

James H. Rusert

Financial Professional

For more than 30 years, James H. Rusert, an Agent/Registered Representative for the New York Life Insurance Company has been designing and implementing strategies to help clients conserve their wealth and transfer their assets to future generations and to the charitable organizations they support as an Agent/Registered Representative for the New York Life Insurance Company. He is a founding member and Senior Partner of Weller, Rusert & Stoll, LLC, a financial firm that assists clients with the transference of wealth, the minimization of tax burdens, and the maximization of charitable contributions to public and private foundations and institutions.

Jim is a Life and Qualifying Member of the Million Dollar Roundtable and a member of the National Association of Insurance and Financial Advisors. He is a Past President and member of the Board of Directors of Community Services for the Developmentally Disabled, Inc., A Past President of the Exchange Club of the Tonawandas and a past church board president. Jim is a supporter of the Buffalo City Mission and is also a bronze sponsor of Ducks Unlimited.

In his free time, Jim enjoys playing the guitar and banjo, camping, fishing and target shooting, and spending time with his wife, Diane, and their two daughters, Britt and Lindsay and their families.

 

Daniel Stoll

Financial Adviser

Daniel is a senior partner and co-founder of Weller Rusert & Stoll, LLC and has been servicing clients in the financial services industry since 1998. The primary focus of Dan’s business is working with professionals, closely held businesses and corporations in the areas of retirement, estate planning and business succession planning.

Dan is a member agent of The Nautilus Group®, a service of New York Life, which consists of a dedicated group of financial professionals that specialize in areas of tax, law, accounting and charitable giving. He is also an Investment Advisor Representative of Eagle Strategies, LLC, a registered investment adviser; a member of the Association for Advanced Life Underwriting and National Association of Insurance and Financial Advisors and currently sits on the board of directors for Junior Achievement of WNY. Dan is a consistent council qualifier for New York Life and is a life and qualifying member for the Million Dollar Round Table.

During his spare time, Dan enjoys playing music, golfing and spending time with his family. Daniel resides in Lockport with his wife Jennifer.

 

The Nautilus Group® is a service of New York Life Insurance Company.

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