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Meet Our Team

Tyler R.  McKean, CFF®, CEPA, AWMA®

Tyler R. McKean, AWMA, CEPA®

Managing Partner | CEO | Private Client Services

419-830-7048

419-830-7047

Elizabeth A. Skrinak, CFP®, CFF®

Elizabeth A. Skrinak, CFP®, CFF®

Founding Partner | CFO | Director of Financial Planning

419-830-7042

419-830-7047

Steven H.  Hafner, CFF®, AIF®

Steven H. Hafner, CFF®, AIF®

Managing Partner | COO | Private Client Services

419-830-7050

419-830-7047

Stephanie M. Fratoe

Stephanie M. Fratoe

Sr. Wealth Management Associate - Relationship Manager

419-830-7043

419-830-7047

Kylee A.  O'Neil

Kylee A. O'Neil

Sr. Wealth Strategy Associate - Relationship Manager

419-830-7049

419-830-7047

Janice A.  Grasl

Janice A. Grasl

Wealth Management Associate

419-830-7045

419-830-7047

Patricia R. Glasgow

Patricia R. Glasgow

Wealth Management Associate

419-830-7043

419-830-7047

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