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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to help our community.

Meet Our Team

Todd M. Bury

Todd M. Bury

President | Wealth Manager

330.757.1992

Brian M.  Laraway, MBA

Brian M. Laraway, MBA

Partner | Wealth Manager

330.757.1992

Kelly J.  Frammartino

Kelly J. Frammartino

Director of Operations & Client Experience

330.757.1992

William R.  Nock

William R. Nock

Paraplanner | Registered Assistant

330.757.1992

Jocelyn N.  Palowitz

Jocelyn N. Palowitz

Client Service Coordinator

330.757.1992

Alex  Baker

Alex Baker

Paraplanner | Registered Assistant

330.757.1992

Amanda K. Peffer

Amanda K. Peffer

Client Service Specialist

330.757.1992