Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Eric Esposito, Private Wealth Advisor serving the Marion, OH area - Ameriprise Advisors

Eric Esposito

APMA, CRPC

Private Wealth Advisor

Learn more about Eric Esposito Visit Eric Esposito's website
Thomas Kenney, Financial Advisor serving the Marion, OH area - Ameriprise Advisors

Thomas Kenney

CRPS, CRPC, APMA

Financial Advisor

Business Financial Advisor
Learn more about Thomas Kenney Visit Thomas Kenney's website
Kevin Lehman, Private Wealth Advisor serving the Marion, OH area - Ameriprise Advisors

Kevin Lehman

CFP®, CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Kevin Lehman Visit Kevin Lehman's website
John Viers, Financial Advisor serving the Marion, OH area - Ameriprise Advisors

John Viers

APMA

Financial Advisor

Learn more about John Viers Visit John Viers's website
Fallyn Stephens, Financial Advisor serving the Marion, OH area - Ameriprise Advisors

Fallyn Stephens

APMA

Financial Advisor

Learn more about Fallyn Stephens Visit Fallyn Stephens'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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