Broker Check
Call (440) 934-9181

Team

 
Jason Smith

Jason Smith

CEO | Certified Estate Planner ™

Jeff Warnkin

Jeff Warnkin

Certified Financial Planner™ | Certified Public Accountant

Bryan Bibbo

Bryan Bibbo

Advisor | Accredited Investment Fiduciary

Chad Weigl

Chad Weigl

Advisor | Medicare Specialist | Account Manager

Gary Pelfrey

Gary J. Pelfrey

Advisor | Medicare Specialist

Linda Biscup

Linda Biscup

Director of First Impressions

Kelli  Knudsen

Kelli Knudsen

Accountant | Client Services

Holly Smith

Holly Smith

Client Services | Operations Manager