NCA Financial Planners: Meet Our Team

Our top-rated financial advisors and wealth managers are dedicated to helping clients achieve their goals. Click on a name below to learn more about our team.

Kevin H. Myeroff* CPA, CFP®

Amanda Ballantyne*, Paraplanner to Dennis Lehman* CFP®

Erin Donahue*, Paraplanner to Dennis Lehman* CFP®

Mary A. Durra* CFP®

Karey L. Edwards* CFP®

David F. Kurtz* CPA

Dennis P. Lehman* CFP®

Melanie R. Ross* CFP®, AAMS®

Kelly Russell*, CPA, Vice President of Finance

Jasmina Tadic* CFP®

Angela M. Thorn*

Elizabeth Verner* CFP®

Michael M. Wasylyshyn* CFS

Carole J. Weinberg* CPA

Support Associates

Marcy Bahr: Director of Marketing and Client Services

Leslie Biro-Vitantonio: Receptionist

Shannon Edwards: Paraplanner to Kevin Myeroff

Jeannette Fabian: Information Technology Specialist

Barbara Harris: Assistant to Carole Weinberg* CPA

Marija Luketina: Assistant to Mike Wasylyshyn* CFS and Dave Kurtz* CPA

Kathleen Ogrin: Assistant to Kevin Myeroff* CPA, CFP® and Dennis Lehman* CFP®

Amy Smith: Assistant to Mary Durra* CFP®

Roni Smith*: Assistant to Kevin Myeroff* CPA, CFP® and Dennis Lehman* CFP®

*Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Investment advisory services and Fixed and Traditional Insurance Services offered through NCA Financial Planners, a registered investment adviser not affiliated with Royal Alliance Associates, Inc.

The advisors of NCA Financial Planners are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, ME, MD, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI and WVA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Financial Planners of Cleveland, Inc., conducting Investment Advisory and Fixed and Traditional Insurance business as NCA Financial Planners, is a registered investment advisor. Financial Planner of Cleveland Inc. and NCA Financial Planners are not affiliated with Royal Alliance Associates Inc.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.