Silver Sponsors

FPA of Northeast Ohio would like to thank our 2014 Silver Sponsors for supporting our chapter and advancing the financial planning profession.

 

If you're interested in becoming a sponsor of our chapter, 
please contact Lynn Bracic at (440) 899-5055,
 or click here to purchase your annual sponsorship

For a complete list of sponsorship benefits, please click here

American Endowment Foundation
Laura Malone, CAP®
1521 Gorgetown Rd, #104
Hudson, OH 44236
Phone: (877) 599-8903
Cell: (216) 308-2767

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American Funds 
Jason Weybrecht, CFP®
Joe Scarpitti
3333 South Hope Street 
Los Angeles, CA 90071 
Phone: (888) 421-5059 
Fax: (317) 735-6628

Camelot Portfolios
Laura Noble, JD
1700 Woodlands Dr., Suite 100
Maumee, OH 43537
Phone: (855) 277-3863
Cell: (419) 679-6050

Goldman Sachs
Patrick Hanna
Vice President
200 West Street
New York, NY  10282
Cell:  (216) 385-2792

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Morningstar
John Connelly
22 W. Washington St.
Chicago, IL 60602
(513) 206-5228

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RS Investments
Jay Schilling
789 E. Lancaster Ave., Ste 230
Villanova, PA  19085
(610) 807-7642
NEO- RS Investments
Security Benefit
Kevin Kleitz
Regional Director
One Security Benefit Place
Topeka, KS 66636-0001
Toll Free: (877) 700-6847
Cell: (845) 857-5559

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Trust Company of America
Cory Belcher

7103 South Revere Parkway
Centennial, CO 80112
Phone: (303) 705-6267
Cell: (303) 501-7423

Trust Company of America

 

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