Mike Kozak has 20 years experience in financial services working as a Senior Vice President of Investments in the Pepper Pike, Ohio branch.

Our team's main area of focus is in investment consulting services. We strive to understand your individual needs, goals and tolerance for risk so that you will feel confident in the financial decisions you make.

Mike received a B.S. in Finance from the University of Toledo and earned his Series 7, 63, 65 and insurance professional licenses. Mike enjoys traveling, golf and spending time with his wife, Jenni, and their three children Aidan, Emma, and Laney.

Registered States:
CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, NC, NY, OH, PA, SC, TX, UT, VA, WA

Jaime is a CERTIFIED FINANCIAL PLANNER based in the Pepper Pike, Ohio branch. She has been working in the financial services industry since 2000. Her financial services career started as a Licensed Broker at E*Trade Financial, and was formerly with McDonald Investments.

Jaime focuses on financial planning for the team. She enjoys helping clients develop a roadmap for their financial future through our very detailed financial planning process.

After graduating with a B.S. in finance, with honors, from The Ohio State University's, Fisher College of Business, she went on to earn her Series 7, 63, 65, insurance licenses, and also attained her CERTIFIED FINANCIAL PLANNER certification in 2011.  Jaime enjoys spending time with her family in Bainbridge, where she resides with her husband, Jason, and their children, Gianna and James.

Registered States:
FL, IL, OH, UT

Registered States:
CA, OH