Your life never stops evolving, so our process is ongoing and flexible. We'll continue to talk about what matters most to you. As your circumstances and priorities change, we'll help you make adjustments to keep you on the path that leads to your goals.


Our advisors

Advisor photo for Eric Esposito

Eric Esposito

APMA, CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Eric Esposito Visit Eric Esposito's website
Advisor photo for Thomas Kenney

Thomas Kenney

CRPS, CRPC, APMA

Financial Advisor

Business Financial Advisor
Learn more about Thomas Kenney Visit Thomas Kenney's website
Advisor photo for Kevin Lehman

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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Arin J. Fisher

Arin J. Fisher

Financial Planning Assistant

Qualifications

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

Roles & Responsibilities

  • Financial Planning Assistant
  • Paraplanner
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