Let's move forward. Together.

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship. Employing a comprehensive, yet focused approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals.

Steven Hale

First Vice President–Wealth Management

Financial Advisor

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • ME
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • PA
  • TX
  • VA
  • WA
  • WI
  • WV

Credentials

  • Portfolio Manager
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me

John T. Egan

Executive Director

Financial Advisor

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV

Credentials

  • Portfolio Manager
30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124

Email Me