OUR TEAM
Gina Weller
Director of Administration
Debbie Akers
Receptionist
Jeanette Malley
Office Assistant
Julia Richardson
Office Assistant
Jan Wey
Licensed Insurance Professional
Bridget Palik
Licensed Insurance Professional
Strategic Alliances
Cynthia DeFazio
Co-Host of “The Retirement Playbook” TV Show
Steve Sedahl
Co-Host of “The Financial Playbook” Radio Show
Nick Stovall
CPA/PFSSM, CGMA, MBA, Owner, President and Chief Tax Strategist of Stovall and Associates, Ltd.
Paul Stano
Elder Law Attorney,
The Stano Law Firm
Talk to Joe about financial planning and receive a complimentary chapter of his book, “The Retirement Playbook.” Fill out the form or give us a call at 216.642.8203.