Broker Check

Our Team

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

Meet Our Team

Our Team

David Kucharski

David Kucharski, ChFC®, CFBS

Vice President / Director of Financial Planning

330-350-5414

330-722-3115

Nicole Cook

Nicole Cook, QKA, QPA

Director, Private Client Group & Retirement Services

330-350-5413

Our Associates

Our Service Team