A
Cindy ArntzAssociate
Jon Arntz CFP® Partner
B
Rebecca Bar-Shain CFP® MBA Partner
Roxanne Beran CLTC® Insurance Planning Specialist
Kevin BuzekOperations Manager – Strongsville Office
Richard BlockPartner
C
Luci CharnasAssociate
Cheri CuffariAssociate
D
Michael DeJohnPartner
Bridget DeskaAssociate
Edward DeTomaso CLU® ChFC® Partner
G
Will GlubiakAssociate
William GlubiakChief Executive Officer
Tom Goodman CLU® ChFC® Partner
Robert Graham – Data Entry Coordinator
H
William HawkePartner
Judi Hernandez CFP® Partner
J
Bill JamesDirector of Project Management
K
Jodi KayAssociate
Janine KushnerAssociate
L
Frank LeganPartner
M
Kathleen Madormo – Associate
John Mannen CLU® ChFC® Partner
April MenaryDirector of Operations
Kristen Moran CFP® Director of Financial Planning
Brian Morton – Associate
Mark Munday CFP® Partner
N
Azim NakhoodaPartner
O
Shannon OddiAssociate
R
David Robertson CFP® JD Partner
Linda Robertson – Associate
Kenneth Rogat CLU® ChFC® Partner
S
Jeremy Saham CFP® Partner
Molly Schlanser – Associate
Christine Sivak AIF QKA Partner
Howard Slater MBA MSFS® CMFC ChFC® CLU BFA® Partner
Kelly Smith CFP® Associate Director of Financial Planning
Erin StevensonAssociate
V
Shelley Vandevort – Director of First Impressions
W
Mandy WeiskopfAssociate