Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Anthony Pallotta, CPA, CFP

(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 S. Smola

(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...

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....