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

Eric Esposito

APMA®, CRPC®

Private Wealth Advisor

Learn more about Eric Esposito Visit Eric Esposito's website
Thomas Kenney

Thomas Kenney

CRPS®, CRPC®, APMA®

Financial Advisor

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

Kevin Lehman

CFP®, CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Kevin Lehman Visit Kevin Lehman's website
John Viers

John Viers

APMA®

Financial Advisor

Learn more about John Viers Visit John Viers'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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Jacob Lee

Jacob Lee

Client Service Specialist,

Marketing Specialist

Qualifications

  • Associates degree in Business Management- Specializing in Accounting from Marion Technical College. Class of 2020.

Roles & Responsibilities

  • Assist the office manager with daily tasks.
  • Responsible for all marketing events that take place.
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