With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo
Team photo

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Our advisors

Eric Esposito

APMA®, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Eric Esposito Visit Eric Esposito's website

Thomas Kenney

CFP®, CRPS, CRPC, APMA®

Financial Advisor

Business Financial Advisor
Learn more about Thomas Kenney Visit Thomas Kenney's website

John Viers

APMA®

Financial Advisor

Learn more about John Viers Visit John Viers's website

Kevin Lehman

CFP®, CRPC, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Kevin Lehman Visit Kevin Lehman's website


Our team

Lori A. Creasap

Lori A. Creasap

Office Manager

Qualifications

  • 23 Years of experience in the Financial Service Industry
  • Joined the practice of Lehman Capital Management Group in June 2007
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Klayton Kenney

Klayton Kenney

Client Service Specialist

Kaylee Wilhite

Kaylee Wilhite

Marketing Consultant

Qualifications

  • 5 years of experience in the Financial Services Industry

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