Cleveland 440.449.6800 | Akron 330.668.1100 | Tampa 813.288.8826

Meet our team of financial services professionals.

Check the background of this firm on FINRA's BrokerCheck

Bob Coode
Partner

Lou Trivisonno
Financial Advisor

Keith Clapacs
Financial Advisor

Charris Nelson
Medicare Specialist

Deb Marino
Insurance and Risk Assessment Specialist

Cassandra Horton
Senior Financial Services Specialist

Sal Hartman
Life Insurance Advisor

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