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How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Joseph D. Salem, RICP®

Managing Director & 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...

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Kyle Cutler

Financial Advisor

Kyle grew up in Parma, OH where he currently resides with his girlfriend, Alaina. Kyle and Alaina enjoy being active through walking, kayaking, exercising, and hiking. Kyle spends his time with his family and friends, trying new...

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Nicholas Economus

Financial Representative

Randall Keller

Financial Advisor



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,...

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