The Team
Landing Point Financial Group

Landing Point Financial Group is a diverse group of financial advisors who are driven to help our clients plan to achieve their dreams. Our group is structured to provide you with a primary financial advisor who is responsible for your overall personal relationship with our practice. In addition, your financial advisor may utilize other team members to assist you in addressing your unique issues.

Our Advisors

Joe Flinner

Joe Flinner

Private Wealth Advisor

More about me...

Contact

joe.l.flinner@ampf.com

440.934.7100

Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Family Finances
  • Intergenerational Planning
  • Retirement Plan Distribution

Education

BA in Finance from Bowling Green State University
CA Insurance #0L57083 AR License #1682992

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Sarah Porter

Sarah Porter

Financial Advisor

More about me...

Contact

sarah.l.porter@ampf.com

567.220.4062

Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education

Education

Bachelor of Science in Business - Operations Management from The Ohio State University

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Don Berkey

Don Berkey

Financial Advisor

More about me...

Contact

donald.r.berkey@ampf.com

419.483.5885

Designations

CFP®, CLU®, CRPC®, ChFC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Education

BA in Business from Bowling Green State University

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Susan Vasu

Susan Vasu

Financial Advisor

More about me...

Contact

Susan.Vasu@ampf.com

440.934.7100

Designations

CRPC®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

BBA Economics from Cleveland State University

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Denise Shafer

Denise Shafer

Financial Advisor

More about me...

Contact

Denise.Shafer@ampf.com

440.934.7100

Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies

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Brandon Hull

Brandon Hull

Associate Financial Advisor

More about me...

Contact

Brandon.Hull@ampf.com

440.934.7100

Designations

APMA®

Top Areas of Focus

  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Insurance

Education

Graduated from Mount Vernon Nazarene University with a degree in Marketing

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Garrett Bourbina

Garrett Bourbina

Associate Financial Advisor

More about me...

Contact

Garrett.Bourbina@ampf.com

440.934.7100

Designations

APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Education

Earned a degree in Financial Planning at Mount Vernon Nazarene University

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Michael Powers

Michael Powers

Financial Advisor

More about me...

Contact

Michael.Powers@ampf.com

440.934.7100

Designations

AAMS®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Insurance

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James Bingham

James Bingham

Financial Advisor

More about me...

Contact

james.w.bingham@ampf.com

440.934.7100

Designations

CRPC®, APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

BS, Finance, Tennessee Technological University, Cookeville, TN

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Gregory Helms

Gregory Helms

Financial Advisor

More about me...

Contact

greg.helms@ampf.com

440.934.7100

Designations

CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Insurance
  • Retirement Income Strategies

Education

BBA in Finance from Texas Christian University

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Tom Asimou

Tom Asimou

Financial Advisor

More about me...

Contact

tom.h.asimou@ampf.com

440.934.7100

Designations

MBA, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

Ohio State University--BS Chemical Engineering, Baldwin Wallace --MBA Masters Of Business Adm

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Kevin R Young

Kevin R Young

Financial Advisor

More about me...

Contact

kevin.r.young@ampf.com

419.483.5885

Designations

CFP®, PFS

Top Areas of Focus

  • Small Business

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John S Trecaso

John S Trecaso

Financial Advisor

More about me...

Contact

John.Trecaso@ampf.com

330.835.4800

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

BSBA in Marketing from The University of Akron, Diploma from St Vincent-St Mary High School

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Aaron Vaughn

Aaron Vaughn

Financial Advisor

More about me...

Contact

aaron.m.vaughn@ampf.com

440.385.0208

Designations

JD, CFP®, APMA®, BFA

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies

Education

Bowling Green State University (BSBA), Case Western Reserve School of Law (JD)

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Our Staff

Michelle Zimmerman

Michelle Zimmerman

Operations Director
Executive Assistant
Mona Hoffman

Mona Hoffman

Client Service Specialist
Office Manager
Matthew Obryon

Matthew Obryon

Investment Manager
Casey Davis

Casey Davis

Client Concierge
Marketing Specialist
Patricia Hill

Patricia Hill

Client Service Specialist
Office Manager
Kristina Mcdougle

Kristina Mcdougle

Client Service Specialist
More about me...

Contact

kristina.mcdougle@ampf.com

440.934.7100 Ext. 405

Raymond Glinka III

Raymond Glinka III

Paraplanner
More about me...

Contact

440.934.7100 Ext. 216

Julie Flinner

Julie Flinner

Marketing Specialist
Event Planner
Laurie Kadair

Laurie Kadair

Client Service Specialist
Office Manager