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.



Our advisors

Jared Hoffman

CFP®, CIMA®

Private Wealth Advisor

Managing Partner of SkyCrest Financial Group
Learn more about Jared Hoffman Visit Jared Hoffman's website

Eric Koller

CRPC, APMA

Private Wealth Advisor

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

Matt Sangalli

CFP®, APMA

Financial Advisor

Financial Planning Specialist
Learn more about Matt Sangalli Visit Matt Sangalli's website

Michael Kerr

CFA®

Financial Advisor

Investment Specialist
Learn more about Michael Kerr Visit Michael Kerr's website

Eric Beckman

CFP®, APMA

Associate Financial Advisor

Learn more about Eric Beckman Visit Eric Beckman's website


Our team

Elizabeth Wesley

Elizabeth Wesley

Marketing Manager,

Client Relationship Manager

Personal Intro

I grew up in Santa Fe, NM. Raised my 2 children in Chicago, IL then moved to Columbus. Started my career as an Opera singer! Now live a quiet life with my husband, Bill, and our spoiled dog, Mimi. I love the Chicago Blackhawks and of course, the Buckeyes!

Qualifications

  • Master of Music - Indiana University
  • Bachelor of Music - Arizona State University

Roles & Responsibilities

  • Oversees all marketing, including digital and written for the firm.
  • Plans client and advisor events for the firm.
  • Facilitates all social media and website content.
View more
Kristina Hinch

Kristina Hinch

Financial Planning Analyst

Personal Intro

I was born and raised in the Columbus area. I have 2 beautiful daughters, Bella and Remi. I enjoy spending time boating, camping, and doing outdoor activities with my girls.

Qualifications

  • DeVry University - Business Management & 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
View more
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
View more