Our specialists are at your fingertips.

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

[email protected]

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

[email protected]

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

[email protected]

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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Randy Ecrement

Benefits Specialist, Advanced Insurance Designs

330-753-8700

330-753-8932

[email protected]

Randy is another specialist with the "Advanced Insurance Designs" team. Randy's area's of focus are in the group health and individual health insurance marketplace. Randy and Advanced Insurance Designs works with a network of insurance...

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Mel Lute

Attorney

3304707780

[email protected]

Mel serves as a valuable resource to our firms clients in both matters related to estate-planning as well as business planning. To date, Mel has tried over 100 jury trials to verdict and represented individuals and businesses before...
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Brandon O'Donnell

Agent Dunlap-Dupont & O'Donnell Insurance Agency

330-244-9840

330-2449845

[email protected]

Brandon is a licensed agent and client advisor at Dunlap-DuPont & O’Donnell. Prior to his current capacity, Brandon attended Bowling Green State University where he majored in Finance, and went on to spend 3 years with The...

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