START YOUR JOURNEY WITH US


We’d be happy to hear how we can help you, no matter where you are in your financial journey. Let’s schedule a time for a no-obligation meeting to discuss your goals.

Our contact information:


Jeffrey Polcar
Associate Vice President, Investments
jeffrey.polcar@wfadvisors.com
(216) 378-2774

Bethany Schmittel
Associate Vice President, Investments
bethany.schmittel@wfadvisors.com
(216) 378-2727

Dawn Zugan
Senior Client Associate

dawn.zugan@wfadvisors.com 
(216) 378-2754