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Meet the Team

Bill James

Bill James

Director of Project Management

(440) 683-9249

(440) 683-9149

Barb Pal

Barb Pal

Chief Compliance Officer

(440) 683-9243

(440) 683 - 9143

Kristen Moran

Kristen Moran

Director of Financial Planning

(440) 683-9234

(440) 683-9134

Kelly Smith

Kelly Smith

Associate Director of Financial Planning

(440) 683-9242

(440) 683-9142

Eve  Hjort

Eve Hjort

Associate Director of Financial Planning

(440) 683-9219

(440) 683-9119