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.

Alex  McKenna

Alex McKenna

Financial Professional

(440) 746-8100

(440) 746-8111

Brodie Haer

Brodie Haer

Director of Asset Allocation Planning & Founder of Wealth Guard Portfolios

330-664-1816

330-664-1880

Dave Peterson

Dave Peterson

Principal, Financial Consultant

330-664-1802

330-664-1880

David  Barth

David Barth, AIF

CFO & Director of Advanced Planning

(440) 746-8100

(440) 746-8111

Jim Orwig

Jim Orwig

Retirement & Special Needs Planning Consultant

330-664-1805

330-664-1880

Kimberly Underwood

Kimberly Underwood

Director of Operations – North, Underwriting Account Manager

440.746.8100

440.746.8111

Mark Pagni

Mark Pagni

Principal, Wealth Transfer Planning Consultant

330-664-1830

330-664-1880

Michael  Lewis

Michael Lewis

Financial Professional

(440) 746-8100

(440) 746-8111

Mike Rufo

Michael Rufo, ChFC, CLU, LUTCF

Retirement & Legacy Planning Consultant

216-615-7475

216-861-7607

Ryan  Radonich, CPFA

Ryan Radonich, CPFA

Founding Partner & Director of Firm Development

(440) 746-8100

(440) 746-8111

Sean McCoy

Sean McCoy

Case Planning Coordinator & Financial Professional

440.746.8100

440-746-8111

Shannon Osborne

Shannon Osborne

Client Concierge Coordinator

330.664.1826

330.664.1880

Stephanie Shoman

Stephanie Shoman

Director of Operations – South, Financial Professional

330-664-1813

330-664-1880

Tim  Cowdrick

Tim Cowdrick

Principal, Financial Consultant

(440) 746-8100

(440) 746-8111

Tim  Holdsworth

Tim Holdsworth, ChFC

Managing Partner & Director of Financial and Wealth Stategies

(440) 746-8100

(440) 746-8111

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.