Your Team Our commitment is to you. That’s why we employ a Client First Approach in everything we do. As a fiduciary advisor, our team of planning, investment and operations management professionals puts your interest first. From beginning to end, our dedicated staff takes ownership and works to quickly resolve any issues that may arise. We are always available to discuss your financial plans or answer your questions.Discretion, privacy and data security are cornerstones of our client service standards. We work side-by-side with you to deliver personalized financial solutions with a high-level of client service. Greg Gromek, CRPC® Managing Principal, Financial Advisor 216.370.7887 email@example.com David Kocsis, AIF® Managing Principal, Retirement Plan Consultant 216.370.7887 firstname.lastname@example.org Bill Russo, CFP® Financial Advisor 216.370.7887 email@example.com Keith Witkowski, CPA, CFP® Financial Advisor 216.370.7887 firstname.lastname@example.org Gary Hannah, CFP® Financial Advisor 216.370.7887 email@example.com Linda Mengelkamp Manager, Client Service 216.370.7887 Linda@retirepeak.com Erin Murray Associate, Client Service 216.370.7887 firstname.lastname@example.org Jeff Mucciarone Financial Advisor 216.370.7887 email@example.com Rebecca Treadway Associate, Client Service 216.370.7887 firstname.lastname@example.org Together we are planning for your future.