The Team

Lehman Capital Management Group

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Kevin Lehman

Kevin Lehman

Private Wealth Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

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Thomas Kenney

Thomas Kenney

Financial Advisor

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Designations

CRPS®, CRPC®, APMA®

Top Areas of Focus

  • Small Business
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies

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John Viers

John Viers

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Education

BS, Business Administration, Bowling Green State University, 1971

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Lynn Zag

Lynn Zag

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies

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Our Staff

Lori A. Creasap

Lori A. Creasap

Office Manager

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Qualifications

  • 23 Years of experience in the Financial Service Industry
  • Jointed the practice of Lehman and Associates in June 2007
Anne Marie Moriarty

Anne Marie Moriarty

Business Development Manager