The Team

Lehman Capital Management Group

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

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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Eric Esposito

Eric Esposito

Private Wealth Advisor

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Designations

APMA®, CRPC®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

Bachelors, The Ohio State University, 1999-2003

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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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Our Staff

Lori A. Creasap

Lori A. Creasap

Office Manager

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Qualifications

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

Anne Marie Moriarty

Business Development Manager

Arin J. Coleman

Paraplanner

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Qualifications

  • Previous experience in banking, insurance and media sales and service.

Roles & Responsibilities

  • Financial Planning Assistant
  • Office Assistant

Hannah Q. Schlichting

Administrative Assistant

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Qualifications

  • Earned B.A. degree from Bowling Green State University in 2014

Roles & Responsibilities

  • Event Planning
  • Office Assistant