Team

Darrell C. Claytor, CFP®

CERTIFIED FINANCIAL PLANNER™

(216) 920-6267

Darrell earned his undergraduate degree in Finance in 1978 and completed his graduate degree (Master of Taxation) at the University of Akron in 1982. In 1985, he became a CERTIFIED FINANCIAL PLANNING professional.He is presently the...

Lisa M. Clark

(330) 425-3930

Lisa is a graduate of MTI. She is often the first voice you hear when you call the practice, and she manages the inventory of client service projects and portfolio reporting. She is the proud mother of one son and has three grandchildren.