Our main office is located in Canfield, OH with two additional locations for our client's convenience in Sewickley, PA and Beachwood, OH. With the help of our staff and technology we are able to serve clients in over 27 states. Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
Christy received her BA in Finance from YSU. She holds her Series 7, 66 Life, Health, and Variable Annuity licenses and is also a Public Notary. She enjoys traveling and spending time with family.
Michele provides clients with transaction requests and manages Nathan's practice. Her experience helps to provide our clients with an excellent experience with the Intellectual Wealth Group.
Chris has over 17 years in the financial services industry.
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