Scott Lowe

Founder & Financial Planner

Scott entered the financial service industry in 2003 and since then has set out to merge the idea of exceptional client experience and financial planning, left untouched by other firms. 

Rick Eicheldinger

Financial Planner, CFP®, EA

Rick plays a lead role with the ongoing support of the firms financial planning clientele, while also directing the firms "community educational workshop" initiatives throughout Northeastern Ohio