Broker Check

Meet The Team

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

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

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.

This is a picture from Linda's Retirement Party.


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

Robert LaCivita

Robert LaCivita

Chief Operating Officer

(440) 934-9181

(440) 934-9182

Kelli  Knudsen

Kelli Knudsen, EA

Accountant | Enrolled Agent | QuickBooks Desktop Certified User

(440) 934-9181

(440) 934-9182

Chad Weigl

Chad Weigl, CFF, BPC

Lead Advisor | Certified Financial Fiduciary

(440) 934-9181

(440) 934-9182

Gary Pelfrey

Gary J. Pelfrey

Director of Business Development | Advisor

(440) 934-9181

(440) 934-9182

Joseph  Voellm

Joseph Voellm, CFF, ChFC, CLU, BPC

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

(440) 934-9181

(440) 934-9182

Tracy L Rosenau, EMBA, CFF, BPC

Tracy L Rosenau, EMBA, CFF, BPC

Financial Advisor | Investment Advisor Representative

(440) 934-9181

(440) 934-9182

Justin Grossman

Justin Grossman, RICP, BPC

Financial Advisor, Investment Advisor Representative

(440) 934-9181

(440) 934-9182

Sheila Wood

Sheila Wood

Director of First Impressions

(440) 934-9181

(440) 934-9182

Sarah Warnkin

Sarah Warnkin

Paraplanner

(440) 934-9181

(440) 934-9182

Dylan Moran

Dylan Moran

Paraplanner

(440) 934-9181

(440) 934-9182

Michael Cejer

Michael Cejer

Digital Marketing Coordinator | Client Service Advisor

(440) 934-9181

(440) 934-9182

Matt  Seitz

Matt Seitz

CMO

(440) 934-9181

(440) 934-9182

Suzanne Scheiman

Suzanne Scheiman

Marketing Manager

(440) 934-9181

(440) 934-9182

Holly Smith

Holly Smith

Client Service Manager

(440) 934-9181

(440) 934-9182

Chris  Ross

Chris Ross

Funnel Marketing Specialist

Jordan Harton

Jordan Harton

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.