Gina Weller
Director of Administration
Debbie Akers
Jeanette Malley
Office Assistant
Julia Richardson
Office Assistant
Corey Carver
Planning Assistant – Income Planning
Tricia Carver
Planning Assistant – Social Security
Jan Wey
Licensed Insurance Professional
Bridget Palik
Licensed Insurance Professional
Strategic Alliances
Cynthia DeFazio
Co-Host of “The Retirement Playbook” TV Show
Kathy Hirko
Medicare Specialist
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.