Broker Check

60 Public Square Suite 100 Medina, OH 44256

(330) 350-5410
Schedule a Meeting

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

Bryce Smetana

Bryce Smetana

Financial Planner

216-592-7330

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