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President

Gregory Lopez
Gregory Lopez

Email Gregory
440.459.5833
Cleveland, OH

Our Team

Steven Brett
Steven Brett

Managing Director, Partner

Email Steven
631.414.4020
Melville, NY
Keith Clapacs
Keith Clapacs

Financial Advisor

Email Keith
440.459.5923
Cleveland, OH
Robert Coode
Robert Coode

Managing Director, Partner

Email Robert
440-605-1900
Cleveland, OH
Bob E. Coode
Bob E. Coode

Managing Director, Partner

Email Bob
440.605.7119
Cleveland, OH
Marquis Lewis
Marquis Lewis

Financial Associate

Email Marquis
440.459.5924
Cleveland, OH
Deborah Marino
Deborah Marino

Insurance Operations and Administration, Manager

Email Deborah
440.459.5911
Cleveland, OH
Charris A. Nelson
Charris A. Nelson

Certified Senior Advisor

Email Charris
440.459.5942
Cleveland, OH

Strategic Partners

Lauren Ballantine
Lauren Ballantine

Director, Underwriting

Chris Bottaro
Chris Bottaro

Senior Vice President, Insurance

Luke Ehinger
Luke Ehinger

Director, Insurance Marketing

Phil Jackson
Phil Jackson

Managing Director, Insurance Marketing

Eric Johnson
Eric Johnson

Vice President, Underwriting

Keith Miller
Keith Miller

Vice President, Insurance Planning

Eric Van Meter
Eric Van Meter

Analyst, Insurance Marketing