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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Our advisors

Jared Hoffman

CFP®, CIMA®

Private Wealth Advisor

Managing Partner of SkyCrest Financial Group
Learn more about Jared Hoffman

Eric Koller

CRPC, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Eric Koller

Rick Moller

MBA, CFP®, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Rick Moller

Matt Sangalli

CFP®, APMA®

Financial Advisor

Financial Planning Specialist
Learn more about Matt Sangalli

Michael Kerr

CFA®

Private Wealth Advisor

Investment Specialist
Learn more about Michael Kerr

Edward Painvin

MBA, CFA®, CRPC

Financial Advisor

Investment Specialist
Learn more about Edward Painvin

Eric Beckman

CFP®, APMA®

Associate Financial Advisor

Learn more about Eric Beckman Visit Eric Beckman's website

Nicholas Hull

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Nicholas Hull

Cierra Hershey

APMA®

Financial Advisor

Learn more about Cierra Hershey

Sean Michael Gibbons

APMA®

Associate Financial Advisor

Learn more about Sean Michael Gibbons


Our team

Paul Breinz

Paul Breinz

Financial Planning Analyst

Personal Intro

I grew up in Youngstown, Ohio, and attended Kent State. While attending KSU, I was on the football team and completed my Bachelor’s Degree. I enjoy all sports both playing and watching. My two favorite teams are the Pittsburgh Steelers and of course, the Ohio State Buckeyes. I enjoy spending time with my family, friends, and my girlfriend, Emerson.

Qualifications

  • Kent State University - Bachelor of Business Administration in Finance

Roles & Responsibilities

  • Processes all new business, including new accounts, transfers and paperwork
  • Processes all incoming checks and correspondence
  • Facilitates all money movement
  • Assists with client interactions including answering the phone and greeting clients
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Suzanne Alexander

Suzanne Alexander

Executive Assistant

Sean Gibbons

Sean Gibbons

Associate Financial Advisor

Cierra Hershley

Cierra Hershley

Associate Financial Advisor

Gerri Owen

Gerri Owen

Executive Assistant