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60 Public Square Suite 100 Medina, OH 44256

(330) 350-5410
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Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Our Team

Mark J. Dorman

Mark J. Dorman, CLU®, CHFC®,CFBS, CEPA

President

330-350-5410

330-722-3115

David Kucharski

David Kucharski, ChFC®, CFBS

Vice President / Director of Financial Planning

330-350-5414

330-722-3115

Kathryn Bryan

Kathryn Bryan, Ph.D, CEPA

Financial Planner

216-592-7319

330-722-3115

Nicole Cook

Nicole Cook, QKA, QPA

Director, Private Client Group & Retirement Services

330-350-5413

Our Associates

Michael Piechowiak

Michael Piechowiak, LUTCF

Financial Planner

330-350-5418

Our Service Team

Melissa Fitchett

Marketing & Scheduling Coordinator

330-350-5420

Meredith Demczyk

Meredith Demczyk

Client Service Coordinator

330-350-5415

Tayna Dorman

Client Service Coordinator

330-350-5417