A Single-Source
Financial Services Company
 
FINANCIAL STRATEGIES:
..
EMPLOYEE BENEFITS:
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Securities are offered by a Registered Representative of and through Walnut Street Securities, Inc. (WSS).  Member FINRA and SIPC. Vantage Financial Group, Inc. is not a subsidiary or affiliate of WSS.



Vantage Associates

 


Management:

Marty Uhle BIO
(ceo & president) LA&H, Series 7,63 George Szeretvai (founder & chairman)
LA&H, Series 7,63
Sheryl Lemiec (executive assistant)
Manish Bhatt (chief financial officer) Series
27
Cathy Gilchrist (human resources and building operations)
Lisa Berardinelli (finance assistant)
Chris Hegler (director of IT) MCP,MCSA,MCSE
Jim Huff (marketing & communications coordinator)
Julie Stambaugh (administrative assistant)

Branch Office:
Alan Ritvo (branch manager) CFP, LA&H,
Series 4,6,7,24,63,65
Melina Studer (branch administrator) LA&H,
Series 6
Carla Harper (branch administrator)
Series 7,24,53,63
Heather Wilson (branch administrator) Series 7,24
Joyce Koren (administrative assistant)

Group Insurance:
Bill McCormick CEBS,LA&H
Vince Berardinelli BIO (broker) LA&H
Lori Lynn (broker)
Dave Peters (broker) CLU,LA&H
Frank Miotke (broker) LA&H
Karen Moody (account manager) LA&H, RHU, HIA
Tonya Johnson (account manager)
Nicole Angersola (account manager) LA&H

Flex Department:
Cathy Gilchrist (flex manager) LA&H
Peter Szeretvai (finance manager)
Jim Huff (systems administrator)
Drew Mosley (account manager)
Darlene Davis (quality & funding)
Holly Gibson (customer service rep)
Ellis Walker (customer service rep)
Tami Wintrich (customer service rep)

Qualified Retirement Plans:
Lori Ray (sr. retirement plan consultant)
Michelle Maines (retirement plan consultant)

Life Insurance:
Denise Hadde (new business & portfolio center administrator)
Jeanette Sanson (life in-force policy administrator)

 


Financial Professionals:

George Szeretvai LA&H, Series 7,63
Michael Bearducci
LA&H, Series 7,63
- Patti Wisnieski
- Sandy Gormish

Kemper Arnold LA&H, Series 7,63
- Cheryl Power LA&H, Series 7,24,51,63

Bill Beargie CPA,CFP, Series 7

Maureen Beno LA&H, Series 6,7,63

Mike Cleary CFP,LA&H, Series 7,24,63
- Darlene Szafranski

Carl Ferrazza BIO CLU,ChFC, LA&H, Series 7,63
- Kelly Buehner LA&H, Series 6,7,63
- Becky Kevern
- Theresa Smith Series 7

Jim Hatton LA&H, Series 6,22,63

Eric Haudenschild LA&H, Series 7,63
- Karen Schindler

Jon Heddleson LA&H, Series 7

Jim Henyey CFP, LA&H, Series 6,7,63
- Debbie Pajestka Series 6

Mark Hicks CLU,ChFC,LA&H, Series 7,63
- Lilian Coluccio LA&H
- Michael Kostelnik LA&H, Series 7,31,66

Dave Jones LUTC,LA&H, Series 6,7,63
-

Tom Banus

Bill Lange CLU,ChFC,LA&H, Series 7
- Denise Mobley

Larry Mihevic CFP,LA&H, Series 7,63,65
George Smith LA&H, Series 6,7,63
- Patty Johnson LA&H

Julius Skerlan

Barney C. Guttman & Associates:
- Barney Guttman BIO
- Solomon Childs
- Eileen Fettig

- Donald Byerley
- Christopher Simon
- Dennis Morton
- Stephen Steinkirchner

- Kathleen Strickler


Vantage Financial Group, Inc. (216) 642-7878