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

[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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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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Richard Truman

President, McFadden Insurance

330 627 2525

330 627 2923

[email protected]

Rick Truman is the owner and president of McFadden Insurance Agency, an organization that has been in business for 37 years. One of the newest additions to The Affinity Group's specialist team, Rick offers professional advice and...

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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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