Meet The Team

Reliable Guides Who Chart The Path Forward

Our team brings together decades of financial planning and tax experience, as well as a shared commitment to doing right by our clients. We’re analytical by training and approachable by nature, ready to simplify the complex and help you feel confident in every decision. When you work with us, you gain a steady, responsive team that’s invested in your success for the long haul.

James S. Smola

Financial Planner

(440) 934-7004

(440) 934-7131

jim@gpsfg.com

Jim has been in the financial services industry since 1983. After graduating from Miami University with a degree in accounting, Jim started his career as a corporate accountant. As an Accounting Manager, Jim often investigated...

Anthony Pallotta, CPA, CFP

Financial Planner

(440) 934-7004

(440) 934-7131

tony@gpsfg.com

Tony, one of the three founders of GPS Financial Group LLC, has been in the financial services industry since 1991. He spent the first 7 years of his career in traditional accounting positions after graduating from John Carroll...

James Szado

Financial Planner

440-934-7004

440-934-7131

jamieszado@gpsfg.com

I am a dedicated financial planner with a passion for helping individuals and families build confident financial futures. I earned my Bachelor of Business Administration in Finance and Entrepreneurship from Ohio University in 2014,...

Marie Graf

Administrative Assistant

(440) 934-7004

(440) 934-7131

marie@gpsfg.com

Marie joined our GPS Family in 2015 and comes from a 24 year background in the Insurance industry. First as an assistant with The Northwestern Mutual Life Company and then as an Internal/External Marketer with The Bersol-Sokol Agency....

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