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Your Trusted Financial Partner

Our Collaborative Financial Team

Meet the financial professionals at Vantage Financial Group. Our advisors work together in a collaborative environment to provide a complete source of financial guidance that enables clients to confidently live the life they want. We put our clients' interests first and build long-term relationships that serve their needs through each stage of life.

Find a Team Member

  • Alex Levy
  • Alex Huff
  • Allie Greenhoe
  • Ashley Beers
  • Becca Dios*
  • Brian Parris, AIF®
  • Brigitte Baitt
  • Brittany Evans
  • Chad Aerni
  • Charles Meono
  • Ciana Lozovskiy
  • Cindy Clements*
  • Colin Anderson, AIF®
  • Craig Bruning
  • Curtis Meono
  • Daniel N. Steinberg, CLU®, ChFC®, AIF®
  • Darlene Szafranski
  • Deanna Fakadej
  • Debra Pajestka
  • Dell Judd
  • Denise Hadde
  • Eric Barnes
  • Eric Haudenschild
  • Erika Perrin
  • Eva Chomyk
  • Frank Miotke*
  • Gary Lydrickson
  • George D. Smith, MBA
  • Greg Robinson*
  • Haley McCormick-Kirchner*
  • Heather Wilson
  • James F. Henyey CFP®
  • Jennifer Soltis
  • Joseph C. Kean, CSSCS, AIF®
  • Justin K. Pagnard, AIF®
  • Karen Schindler
  • Kemper D. Arnold, J.D.
  • Kendall McCormick
  • Kinsey Helser*
  • Kurt Camden, MBA
  • Mandy Schilling*
  • Margaret S. Maxel
  • Mark Spieldenner
  • Mary Kate Cleary*
  • Matt Price
  • Matt Hunt
  • Maureen English*
  • Maureen Beno, AIF®
  • Max Miotke
  • Megan Percaciante
  • Michael Cunningham
  • Michael F. Cleary, J.D., CFP®, AIF®
  • Michael T. Bearducci, CPFA®, AIF®
  • MIchelle Dougher
  • Nola Foy
  • Patricia Johnson
  • Robert Baitt
  • Roger Rangel, MBA
  • Sandra Cordell
  • Sheldon Katz, AAMS®
  • Steve Spieldenner
  • Traci Schmotzer, CSSCS, AIF®
  • Trenton Dane Randall
  • Wendy Morgan
  • William McCormick, CEBS

Management Team

William McCormick

William McCormick, CEBS

President & CEO

216.642.8020

Joseph C. Kean, CSSCS, AIF®

Joseph C. Kean, CSSCS, AIF®

Chief Operating Officer | Regional Director

216.532.8142

Greg Robinson*

Greg Robinson*

Chief Financial Officer

216.642.7878

Jennifer Soltis

Jennifer Soltis

OSJ Manager | Chief Compliance Officer

216.642.8042

Gary Lydrickson

Gary Lydrickson

Director of Business Development

216.642.8053

Maureen English*

Maureen English*

HR Manager / Group Benefits Compliance Specialist

216.532.8163

Deanna Fakadej

Deanna Fakadej

Office Manager

216.532.8121

216.532.8121

MIchelle Dougher

MIchelle Dougher

Accounting Manager

216.532.8133

Principals

Colin Anderson

Colin Anderson, AIF®

Principal

216.642.8037

Kemper D. Arnold

Kemper D. Arnold, J.D.

Financial Advisor / Principal

216.642.8002

Michael T. Bearducci

Michael T. Bearducci, CPFA®, AIF®

Principal & Executive Vice President

216.642.8039

Kurt Camden

Kurt Camden, MBA

Financial Advisor & Regional Director

216.532.8149

Michael F. Cleary

Michael F. Cleary, J.D., CFP®, AIF®

Principal

216.642.8006

James F. Henyey

James F. Henyey CFP®

Principal

216.642.8012

Frank Miotke*

Frank Miotke*

Principal / Benefits Advisor

216.642.8030

Justin K. Pagnard

Justin K. Pagnard, AIF®

Principal

216.642.8049

Brian Parris

Brian Parris, AIF®

Principal

216.642.8007

Traci Schmotzer, CSSCS, AIF®

Traci Schmotzer, CSSCS, AIF®

Financial Advisor

216.532.8155

George D. Smith

George D. Smith, MBA

Principal

216.642.8025

Associates

Chad Aerni

Chad Aerni

Financial Advisor | Plan Consultant

216.532.8167

Robert Baitt

Robert Baitt

Financial Advisor

216.642.8018

Eric Barnes

Eric Barnes

Financial Advisor

248.761.7978

Maureen Beno

Maureen Beno, AIF®

Financial Advisor

216.642.8048

Cindy Clements*

Cindy Clements*

Employee Benefits Advisor

216.642.8038

Michael Cunningham

Michael Cunningham

Financial Advisor & Designated Supervisor

216.532.8151

Eric Haudenschild

Eric Haudenschild

Financial Consultant

216.642.8009

Alex Huff

Alex Huff

Financial Advisor

479.235.5552

Dell Judd

Dell Judd

Financial Advisor

216.642.8058

Sheldon Katz, AAMS®

Sheldon Katz, AAMS®

Financial Advisor

216.532.8125

Margaret S. Maxel

Margaret S. Maxel

Financial Advisor

216.642.8024

Haley McCormick-Kirchner*

Haley McCormick-Kirchner*

Employee Benefit Advisor

216.532.8148

Wendy Morgan

Wendy Morgan

Medicare and Individual Plans Advisor

216.532.8171

Erika Perrin

Erika Perrin

Benefits Advisor

216.642.8027

Trenton Dane Randall

Trenton Dane Randall

Financial Advisor

859.369.3757

859.332.0016

Support Team

Eva Chomyk

Eva Chomyk

Administrative Assistant

216.532.8139

Sandra Cordell

Sandra Cordell

Registered Administrative Assistant

216.532.8159

Mary Kate Cleary*

Mary Kate Cleary*

Administrative Assistant

216.642.8040

Becca Dios*

Becca Dios*

Account Manager

216.532.8130

Denise Hadde

Denise Hadde

Operations Specialist

216.642.8003

Matt Hunt

Matt Hunt

Client Services Associate

Patricia Johnson

Patricia Johnson

Administrative Assistant to George D. Smith, MBA & Justin K. Pagnard

216.642.8032

Ciana Lozovskiy

Ciana Lozovskiy

Assistant to Kemper Arnold ESQ., AEP®, AIF®, Financial Advisor*

216.642.8035

Charles Meono

Charles Meono

Administrative Assistant

Curtis Meono

Curtis Meono

Associate Financial Representative

248.506.5788

Max Miotke

Max Miotke

Administrative Assistant

216.532.8134

Debra Pajestka

Debra Pajestka

Registered Administrative Assistant

216.642.7878

Megan Percaciante

Megan Percaciante

Assistant to George D. Smith, MBA and Justin K. Pagnard, AIF®, Margaret Maxel, AIF® Financial Advisors*

216.632.8129

Roger Rangel

Roger Rangel, MBA

Account Manager

216.642.8046

Mandy Schilling*

Mandy Schilling*

Account Manager

216.532.8162

Karen Schindler

Karen Schindler

Administrative Assistant to Eric A. Haudenschild

216.532.8147

Darlene Szafranski

Darlene Szafranski

Administrative Assistant to Michael F. Cleary, J.D., CFP®

216.642.8041

Heather Wilson

Heather Wilson

Registered Principal

216.642.8017

Allie Greenhoe

Allie Greenhoe

Assistant Account Manager

216.532.8128

Brigitte Baitt

Brigitte Baitt

OSJ / Branch Administrative Assistant

216.642.8055

216.642.8055

Brittany Evans

Brittany Evans

Customer Service Specialist

517.225.6050

Kendall McCormick

Kendall McCormick

Administrative Assistant to *Traci Schmotzer, Financial Advisor

216.532.8136

Kinsey Helser*

Kinsey Helser*

Assistant Account Manager

216.642.8019

Our Regional Partners

Ashley Beers

Ashley Beers

Assistant

567.408.7622

Craig Bruning

Craig Bruning

Financial Advisor

Nola Foy

Nola Foy

Administrative Assistant

Alex Levy

Alex Levy

Financial Advisor

567.408.7629

567.686.1922

Matt Price

Matt Price

Financial Advisor

216.642.3467

Mark Spieldenner

Mark Spieldenner

Financial Advisor

Steve Spieldenner

Steve Spieldenner

Financial Advisor

567.408.7637

567.200.2380

Daniel N. Steinberg

Daniel N. Steinberg, CLU®, ChFC®, AIF®

Financial Advisor

567.408.7622

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Our Approach

As an independent fiduciary advisor, we put your interests first, adapting our approach to changing circumstances along the way.

Our Approach

Who We Serve

We serve clients at every step of their financial journey, guiding them toward their ideal future with personalized strategies.

Explore Life Stages

Contact Us

Discover the advantage of collaborating with a financial advisor that puts you first. Contact Vantage Financial Group today.

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