About

Location

Meet Our Team

Vincent Ruma, Jr.

Vincent Ruma, Jr., CFP®

Financial Advisor


Clinton Rickett

Clinton Rickett, MBA

Financial Advisor


David Hoholski

Senior Client Associate

Phone: 216.574.7302

Lisa Schumacher

Client Associate

Phone: 216.574.7368

Why Invest With Us

Why Invest With Us

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