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The Team

Without bias and with over 100 years collective experience, Lesjak planners select the best from a universe of individual money managers and mutual funds.


Learn More  About  Michael
Learn More  About  David
Learn More  About  Marc
Learn More  About  Nathan
Learn More  About  Kevin
Learn More  About  Kathy
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Ryan Lesjak

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Take advantage of our no obligation comparison between your current plan and the services we provide.

Please fill out as much of the following information as you are comfortable with so we may contact you to discuss your needs. Or, if you'd prefer, you can speak to us directly by calling 440.871.9500 or toll free 1.888.871.4820.

You can also download our Confidential Financial Planning Data Sheet, fill it out, and email it to

It can also be faxed to: 440-871-3607

Or mailed to:

Gemini Towers,
1991 Crocker Road, Suite 575
Westlake, Ohio 44145

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Your first step starts here.

Excellence in Financial Planning since 1980

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