Broker Check

Our Team

Management Team

Greg Robinson*

Greg Robinson*

Chief Financial Officer

216.642.7878

216.642.4862

Jennifer Soltis

Jennifer Soltis

OSJ Manager | FMS Chief Compliance Officer

216.642.8042

Principals

Associates

Support Team

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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