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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Louis M. Wargo, CRPC®

Financial Advisor

(440) 526-5013

Louis Wargo MBA, CRPC has been a financial advisor for over 30 years. He received his MBA in finance and economics from Cleveland State University. Growing up, Louis enjoyed math and always had an aptitude for numbers. This, combined with his passion for helping people led Louis to become an advisor. Louis and his family are parishioners of St. Basil the Great where he is an active member of the Men’s Renewal Group. Him and his wife Carol reside in Brecksville and have three children together. When he isn’t busy taking care of his clients, Louis enjoys working on his golf swing, traveling with his family, watching Cleveland sports and spending time with his grandson.

Jean Damm

Administrative Assistant

(440) 526-5391

Jean Damm has been the administrative assistant to Louis since 2008. Jean graduated from the University of Akron with a bachelor’s degree in Business Administration and Marketing and has worked in the finance industry for over 12 years. Jean and her husband Mark reside in Brunswick and have three children together. Outside of work Jean enjoys traveling, boating, golf and quality time with her family.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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