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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Team photo

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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

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

Eric Beckman

CFP®

Associate Financial Advisor

Learn more about Eric Beckman


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

Financial Planning Analyst

Qualifications

  • Ohio State University, Bachelor of Science in Finance

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