Meet Our Advisors | Meet Our Team | Meet Our Strategic Partners
Click on each image to learn more about each team member
 

Gregory Randall
CFP®, Managing Partner
,
Founding Partner
216-910-1855
grandall@beaconplanners.com


Deborah L. George

Chief Operations Officer

216-910-1865
dgeorge@beaconplanners.com


Kelly Smith

CFP®, Director of Wealth Management

216-910-1861
ksmith@beaconplanners.com

 


Marilyn Kadis

Director of Operations

216-910-1851
mkadis@beaconplanners.com

Cathy Sterling
Project Manager

216-910-1852
csterling@beaconplanners.com

Janice Kasper
Registered Trading Specialist

216-910-1853
jkasper@beaconplanners.com

RoseAnn DiVincenzo
Director of Relations

216-910-1889
rdivincenzo@beaconplanners.com

Rachel Senders
Relationship Manager

216-910-1822
rsenders@beaconplanners.com

Steven Mestnik
Insurance Analyst

440-247-3080
smestnik@beaconplanners.com

 

 

Jeremy S. Clark
Director, Retirement Plan Services

216-910-1870
jclark@beaconplanners.com

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