Broker Check

Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

 Francis  Vitale

Francis Vitale

Financial Consultant, Retirement Benefits Specialist, Tax Sheltered Plans

(440) 942-8863

(440) 942-8873

Craig  Voorhees, CFP©

Craig Voorhees, CFP©

CERTIFIED FINANCIAL PLANNER™ professional

(440) 942-8863

(440) 942-8873

Eric  Heilmann, CFP®

Eric Heilmann, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

(216) 635-9638

 Adam  Lulow

Adam Lulow

CRES, CEPA, WMCP®

440-499-7281

(440) 942-8873