The Human Resources Department helps entrepreneurs by seeking to attract and retain key talent. Additionally, we provide our advisor teams with tools and guidance to help enhance their practices. We provide consultation on team development, roles and responsibilities, acquiring new support staff, career paths and team training.



  • Assists advisors with staffing, problem-solving, and team building

  • Offer assistance with candidate sourcing and bench-marking data

  • Provide templates for a variety of purposes including job descriptions that you can customize to fit your business

  • Advisors have access to important benefits such as group health, dental and vision, short, long-term disability and life insurance and a retirement plan

jen new.jpg

Director of HR &
Business Services

Jen Isaacs


Business Services

Sarah Pochedly


Business Services

Zachary Chubbuck

3750 Park East Drive - Beachwood, OH 44122

Office: (440) 505-5627 - Fax: (440) 505-5717​​​ - email:

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Securities offered through LPL Financial, member FINRA/SIPC. 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

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