Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Anthony Bucceri
Financial Advisor
(216) 763-1415
anthony.bucceri@lifetimefinancialgrowth.com
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Daniel Leslie, VP Growth and Development of Lifetime Financial Growth - Independence
VP of Growth and Development
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0M74164.
Jody Svete-Gerard
Financial Representative
(216) 763-1415
jody.svetegerard@lifetimefinancialgrowth.com
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Joseph D. Salem, RICP®
Financial Advisor
Joe has been in the financial services industry since 1996 and has experience in multiple disciplines of the industry. During that time, he has helped business clients as well as individual clients at all stages of life prepare for and...
Randall Keller
Financial Advisor
(216) 763-1415
randall.keller@lifetimefinancialgrowth.com
Randall was born and raised in the Cuyahoga Falls/Stow area. He attended Bowling Green and Kent State University where he obtained a bachelor degree in Business Administration. Randall has always had an entrepreneurial background,...
Dexter Hammett
Insurance Professional
Entrepreneur & Actor Dexter Hammett has achieved astounding success in both the corporate and entertainment arenas. During an executive role, he led winning teams for several corporations including Goodyear Tire & Rubber Company, Rhino...
Kyle Sholtis
Financial Advisor
kyle.sholtis@lifetmefinancialgrowth.com
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
Zoie Zambiasi
Office Coordiantor, Case Manager & Insurance Professional
zoie.zambiasi@capitalplanners.com
Zoie has been in the insurance industry since 2017 and has experience in many different areas including customer service, claims processing, claims adjusting, property and casualty insurance, and working on achieving her life and...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.