Brent Affolter - Managing Director
Fly Fishing, golf and cooking enthusiast, family man and fan of Cleveland sports and The Ohio State and Ole Miss Football.
“I would have never had the opportunities this industry has afforded me if someone didn’t take the time to show me the possibilities. I feel I owe it to the next generation of advisors and to the industry to spread the word.”
Seeking talent in Cleveland and surrounding Northeast Ohio area.
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Charles Cooper CLU, LUTCF - Managing Director
Classically trained Opera Singer, arts lover, golf enthusiast and culinary artiste (husband and wife duo!).
“I love getting the chance to help change the lives of every person I work with. Helping someone accomplish a level of success they never dreamed of is one of my life’s greatest joys.”
Seeking talent in Northern Kentucky, Cincinnati and to the Dayton Area.
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Jeb Stephen CLF - Managing Director
Culinary artiste, family man, travel and golf enthusiast
“Whether a candidate becomes a planner with our firm or I am able to find another calling for them, our process truly helps shape the direction of someone’s future and impacts not only the individual and their families, but also our communities.”
Seeking talent in Cleveland – Focus north of 480.
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