Your Team

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We lead with both head and heart. Our values are not just words taking up space on our website; they shape and dictate our whole practice. They are also promises we make to you.

Trust: We vow to work only in your best interests. We promise we are solely influenced by our mutual investment in your success.

Passion: While financial planning may sound boring to some, we love what we do. We promise to mirror your passion for your goals with our passion for making them happen.

Hard Work: Like you, we know the way to true success is through dedicated, hard work. We promise to work as hard as you do to make sure your financial foundation stays rock solid.

 

John R Adams , CLU®, ChFC®, CASL®, RICP®, CFP®

Private Wealth Advisor

Office 330-668-6135


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Dan Gut , CLU®, CFP®

Private Wealth Advisor

Office 330-668-6171


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Bethany M Gonzalez , CRPC®

Private Wealth Advisor

Mobile 330-904-4180


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Alex Daher

Director of Planning

Office 330-668-6135


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Jennifer L Wahl

Chief Operating Officer

Office 330-668-6133


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Caroline Shepler

Director of Marketing and Communications

Office 330-668-6130


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Tara N Simone

Service Coordinator

Office 330-668-6182


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