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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our experienced team of financial professionals can assist you with your current and future needs. We are excited to collaborate with you.

Mahoning Valley

Thomas Ankrom

Thomas D. Ankrom

Financial Advisor/Insurance Specialist

330-533-0568

(330) 519-5032

330-533-0568

Jennifer Lonsway

Financial Coach/Insurance Specialist

Kim  Coddington

Kim Coddington

Financial Coach/Insurance Specialist

(330) 533-0568

(330) 219-3082

Peggy Bush

Peggy Bush

Office Manager