Our Team of Specialists

Financial-Planning is much more than discussing investments. It is our obligation to help a client evaluate all areas that may impact their financial-plan. With this in mind, we have carefully assembled a select group of trusted industry professionals.....this team has one purpose, to help our clients in areas we can not. Whether it be special-needs planning, estate planning, tax-planning, or evaluating your current debt structure, these professionals join client meetings free of charge in order to provide client specific feedback and general education in their area of expertise.

Mark A. Trubiano

Estate-Planning Attorney

216.621.7860

mtrubiano@cavitch.com

Mark focuses primarily on helping clients with estate planning, trusts and estates and business succession planning. He has implemented many sophisticated estate plans involving individuals at all ranges of personal net worth.

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Andy Henton

Certified Public Accountant and Certified Financial Planner

216.589.0068

216.589.0069

ahenton@hentoncpas.com

Henton & Associates, Inc. is an accounting firm founded in 2005, owned by a CPA and Certified Financial Planner, Andy Henton. Bringing more than 15 years of experience as a CPA and 10 years as a CFP

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Tom Crank

Owner, Pioneer Financial

(330) 323-9620

tcrank@pfsohio.com

Tom has 20 years of experience in the mortgage loan industry. He is known for his personal service in guiding his customers step by step through the home buying and refinancing process. Tom will analyze each customer's financial...

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