Broker Check

Meet The Team

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

One of our core values is having fun!

Jason Smith

Jason L Smith, CEP, BPC

Founder | CEO

(440) 934-9181

(440) 934-9182

Bryan Bibbo

Bryan Bibbo, AIF, NSSA,& BPC

Partner | Accredited Investment Fiduciary | National Social Security Advisor

(440) 934-9181

(440) 934-9182

Jeff Warnkin

Jeff Warnkin, CFP, CPA, NSSA

Lead Advisor | Certified Financial Planner™ | Certified Public Accountant | National Social Security Advisor

(440) 934-9181

(440) 934-9182

Jeannette Bajalia

Jeannette Bajalia

Lead Advisor, Author, Speaker and Founder of Women's Worth

(904) 824-5656

Chad Weigl

Chad Weigl, CFF, BPC

Lead Advisor | Certified Financial Fiduciary

(440) 934-9181

(440) 934-9182

Joseph  Voellm

Joseph Voellm, CFF, ChFC, CLU, BPC

Lead Advisor | Certified Financial Fiduciary | Chartered Financial Consultant & Life Underwriter

(440) 934-9181

(440) 934-9182

Walter C.  Young, MBA RICP

Walter C. Young, MBA RICP

Business Development Officer | Financial Representative

(440) 934-9181

Justin Grossman

Justin Grossman, RICP, BPC

Financial Advisor, Investment Advisor Representative

(440) 934-9181

(440) 934-9182

Amanda Paliska

Amanda Paliska

Financial Advisor

(440) 934-9181

(440) 934-9182

Robert LaCivita

Robert LaCivita

Chief Operating Officer

(440) 934-9181

(440) 934-9182

Matt Seitz

Matt Seitz

Chief Marketing Officer

440-934-9181

Kelli  Knudsen

Kelli Knudsen, EA

Accountant | Enrolled Agent | QuickBooks Desktop Certified User

(440) 934-9181

(440) 934-9182

Gary Pelfrey

Gary J. Pelfrey

Director of Business Development

(440) 934-9181

(440) 934-9182

Jenn Thomas

Jenn Thomas

Director of Human Resources

440-934-9181

440-934-9182

Sarah Warnkin

Sarah Warnkin

Paraplanner

(440) 934-9181

(440) 934-9182

Maria Sullivan

Maria Sullivan

Paraplanner

(440) 934-9181

(440) 934-9182

Suzanne Scheiman

Suzanne Scheiman

Marketing Manager

(440) 934-9181

(440) 934-9182

Caleb Burr

Caleb Burr

Client Service Associate

440-934-9181

440-934-9182

Michael  Cooke

Michael Cooke

Client Service Associate

(440) 934-9181

(440) 934-9182

Matthew Yakimow

Matthew Yakimow

Client Service Associate

(440) 934-9181

(440) 934-9182

Wade Quintana

Wade Quintana

Client Service Associate

(440) 934-9181

(440) 934-9182

Shelly Spieth

Shelly Spieth

Director of First Impressions

(440) 934-9181

(440) 934-9182

Amanda Bibbo

Amanda Bibbo

Licensing Personnel | Project Support

(440) 934-9181

(440) 934-9182

Holly Smith

Holly Smith

Client Service Manager

(440) 934-9181

(440) 934-9182

Kara  McClean

Kara McClean

Business Development Assistant

Chris  Ross

Chris Ross

Funnel Marketing Specialist

Jordan Christa

Jordan Christa

Wealth Management Recruitment Advisor

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.