Great Listeners

Great financial planning begins with great listening. That’s something we’re proud of, and we back it up with deep capabilities, empathy, and a passion for service. Here’s a closer look at our experience.

Richard Anderson

Principal / Advisor
Richard Anderson
Principal / Advisor

Richard L. Anderson is a founding Principal of Arbor Group Advisors.

Richard is a Registered Representative with Securities America, Inc. and is an investment Advisor Representative with Arbor Point Advisors, LLC.

He is licensed in Life, Health, Annuities, Variable Annuities and FINRA Series 6.

Richard has held many positions in the financial services field ranging from agent, top line management, recruiting and compliance.

For the last 25 years he has focused on Qualified Retirement Plan Design, Implementation and Servicing, as well as Personal Financial Planning and Investment Management for Individuals ranging from physicians, other professionals, business owners, families and retirees.

Richard speaks often before groups, encompassing thousands of individuals, providing insight and education on the topics of Retirement Planning and Investment Management.

Currently, Richard provides advice to more than 100 retirement plans covering close to 4,000 individuals and their families.

Richard and his wife, Jan, live in Sharon Center, Ohio.

Shannon Barry
Advisor

Shannon C. Barry is a founding Partner at Arbor Group Advisors with over 15 years of financial industry experience.

She started her career with a focus on corporate retirement planning. She works closely with business owners and key employees to establish new, and service existing, retirement plans. While acting in a fiduciary capacity, she works to ensure all plans remain compliant and continue to meet the needs of the organization and its employees.

Shannon’s drive to expand her scope of services to corporations and individuals alike has enabled her to expand her practice and create wholistic planning services for business owners and their employees.

Prior to joining Arbor Group Advisors, Shannon spent 10 years at Securities America working as the Associate Director of the Retirement Plan Division for the local branch office and 5 years at Oswald Financial working as a Senior Client Manager and Team Leader in the Retirement Plan Division.

Shannon obtained her Series 6 FINRA license and Life & Variable Annuity insurance license after graduating from Lakeland Community College.

Barbara Baxter LUTCF

Client Service Manager
Barbara Baxter LUTCF
Client Service Manager

Barbara Baxter comes from three generations of financial services professionals and is enjoying over 30 years in the industry. Currently, Barbara is serving as a Client Relationship Manager for her team while focusing on the development of new client relationships and the servicing of existing clients.

She is an active volunteer in the community as well as various activities for her church. Barbara is the founding member and the former President of the Women In Networking (WIN) organization.

Barbara has two adult sons and is the proud grandmother of Samuel. She resides in Cuyahoga Falls, Ohio.

Daniel Bonder JD, MBA, CFP
Advisor

Dan’s decades long financial planning practice’s top priority is to provide his clients with peace of mind and to help clients become comfortable and confident with their financial and life objectives.  Strategies are developed, explained and implemented in order to assist clients with the attainment of their personal objectives.  These approaches are personalized to clients, their families and in benefiting organizations about which they care.  Risks versus rewards are carefully explained and discussed.  Flexibility in and ongoing monitoring of personal plans and life circumstances are important in adjusting strategies.  Dan’s goal is for his clients to enjoy their retirement with the satisfaction that comes from a professional and caring approach to achieving their preferred futures.

Dan is a native Clevelander.  He has raised his family and pursued his career in the Cleveland area.  Dan attained his Bachelor of Science in Economics at John Carroll University.  In addition, he earned his Masters in Business Administration (MBA) with an emphasis in Finance from the James J. Nance School of Business at Cleveland State University.  At this same time, Dan also received his Juris Doctorate (JD*) from the Cleveland-Marshall College of Law at Cleveland State University.  Dan holds to the ethical standards of a long time Certified Financial Planner, CFP®.

Dan continues to give back to the community to which he owes much of his personal and business success.  Among his roles, he has served as a member and as President of the South Euclid Lyndhurst Board of Education and has been a long time member of the Board of Directors of the Orangewood Homes Association.  He particularly enjoys volunteering at Daniel Morgan Elementary School in Cleveland with his wife, Joanne and their therapy dog Dexter.  Dan and Joanne are the proud parents of three sons who all serve their communities as physicians and nurses.  To maintain physical and mental fitness, Dan has developed an enthusiasm for pickleball and continues to play several times a week.

*Licensed attorney, not practicing on behalf of Securities America.

Jeremy Clark
Advisor

Jeremy Clark is a Retirement Plan Adviser at Arbor Group Advisors.

For more than 20 years, he has focused on Qualified Retirement Plans and helping plan sponsors and participants manage their accounts.  His experience includes work on plan design, mergers and acquisition, investment lineup design, fee disclosure, provider RFP’s and employee education.  He has worked on plans ranging from start-ups to plans in excess of $100,000,000 with more than 1,000 employees.

Today, he uses his experience to deliver much needed individual advice to retirement plan participants. He saw a need in the industry for this and delivers it daily to more than 50 retirement plans covering close to 3,000 individuals and their families.

Jeremy and his wife, Katie, live in Chagrin Falls, Ohio. They have two children, Katherine and Tyler.

Jill Ebenstein

Client Service Manager
Jill Ebenstein
Client Service Manager

Jill Ebenstein has been an executive assistant supporting Mark Tichar since 2016. Jill prides herself on enhancing the client experience by providing smooth, cheerful, and organized guidance. She is enthusiastic about providing high quality service to clients.

Prior to joining Arbor Group Advisors, Jill worked as an administrative assistant at a local synagogue.

Jill is a graduate of The Ohio State University, which is where she met her husband, Jonathan. Jill and Jonathan live in Solon and are the proud parents of Ryan, Jared, and Andrew and their cat, Jeter.

Lisa Golovan

Client Service Manager
Lisa Golovan
Client Service Manager

Lisa Golovan is the executive assistant to Ted Lorenzen & Tony Podojil. In her role, Lisa is responsible for ensuring service excellence and is dedicated to providing a positive client experience. She has more than 15 years of experience in sales, marketing, and service. Lisa is a graduate of The Ohio State University, where she earned a Bachelor of Art Education.

Lisa and her husband Ron reside in Beachwood, Ohio and are the proud parents of Samantha, Chase, Isabelle and Eric.

Mark D Heisey CFEd®

Affiliated Advisor
Mark D Heisey CFEd®
Affiliated Advisor

Mark D Heisey has 25+ years of experience in financial planning. He is the owner of Secure Financial Corp. He holds a Certified Financial Educator designation, which allows him to continue in his passion of education to his current clients and to go into corporations and teach at the corporate level. He has been with Securities America since 2006. And now enjoys being a part of Arbor Group Advisors as an affiliated advisor. Mark’s office is located in Allen Park, MI.

Meet Mark's Team 
Scott Lewis
Advisor

Scott Lewis is a dedicated Financial Advisor, bringing a wealth of experience and passion for helping clients achieve their financial goals. He holds both Series 7 and 66 securities registrations, showcasing his deep knowledge of investment strategies and financial planning. Additionally, he possesses Ohio life, health, and variable licenses, enabling him to offer comprehensive financial solutions tailored to each client’s unique needs.

Scott is a proud alumnus of Kent State University, where he earned a Bachelor of Business Administration in Finance.  As an avid outdoorsman, he enjoys spending time in the wilderness backpacking, fishing, and kayaking.  When he’s not studying markets or on a trail in the mountains, he also enjoys playing competitive volleyball.

Scott currently resides in Lakewood and works in tandem with Theresa Smith.

Ted Lorenzen ChFC

Principal / Advisor
Ted Lorenzen ChFC
Principal / Advisor

Ted has been in the financial services business since 1990. His priority is to help clients sleep good at night.

He works with corporate executives, business owners, physicians, educators and retirees offering his knowledge on income planning, investment planning and insurance planning to assist them with their current and future goals.

Ted has been affiliated with Securities America since 2005 and is a Founding Principal of Arbor Group Advisors.

Steven T. Morgan
Advisor

Steve has over thirteen years of financial services industry experience.  He consistently serves his clients through an integrity-driven model with unparalleled attention to detail.  Steve focuses on developing long-term relationships, financial plans, and investment strategies that align with clients’ planning, investment, and risk-management objectives.

Steve graduated from New Albany High School in northeast Columbus before attending Brown University in Providence, Rhode Island.  He graduated with a Bachelor of Arts degree in Commerce, Organizations, and Entrepreneurship.  Outside of the office, he enjoys spending time with his family.  His hobbies include soccer, basketball, skiing, reading, and playing with his kids.  He and his wife, Marie, and their three children live in Westerville, Ohio.

Anthony Podojil PhD

Chief Operations Officer / Advisor
Anthony Podojil PhD
Chief Operations Officer / Advisor

Anthony R. Podojil is a native northeast Ohio resident who graduated from Mayfield High School and earned both his B.S. and Master’s in Education from John Carroll University, and his Ph.D. in Urban Education from Cleveland State University. He is currently a Registered Representative with Securities America Inc. and Investment Advisor Representative with Securities America Advisors and Arbor Point Advisors all out of Omaha, Nebraska.

Prior to joining the financial industry, Anthony completed a successful tenure in Ohio’s public schools consisting of more than thirty highly successful years of teaching, and administration in various capacities in Cleveland Heights, Painesville Township and Orange Schools, as well as principalships in Chagrin Falls and West Geauga. That time culminated in his serving as superintendent at West Geauga Local Schools for thirteen years.

That experience in the public education sector has provided him with a specific level of expertise in helping public sector employees both prepare for retirement and navigate the various state sponsored pension systems.

In addition, to better serve clients, he obtained a Medicare insurance license which allows him to provide clients with a personal approach to meeting their healthcare needs as they navigate the Medicare review and application process.

Anthony lives with his wife Karen, a licensed social worker, in Painesville Twp., and has three “boys” — Bryan, Andrew and Christopher, all college graduates, who live in the area.

Michael Primerano CFP®, AIF®
Principal / Advisor

Michael J. Primerano, CFP®, AIF® is a Founding Principal of Arbor Group Advisors, LLC. He brings more than two decades of Financial Services experience to the firm and his comprehensive planning practice, which comprises estate, investment, retirement, corporate, and insurance planning. Michael graduated from The Ohio State University in 2001 with a Bachelor of Science degree in Personal Financial Management. In 2004, he completed the demanding requirements to become a Certified Financial Planner. Michael is also an Accredited Investment Fiduciary® designee. The AIF® designation certifies he has special knowledge of fiduciary standards of care and their application to the investment management process. A process that is rooted in law, regulation, and best practices and increases the likelihood of positive outcomes for investors and reduced liability for fiduciaries and other service providers.

As a 4th generation financial services professional, Michael is deeply passionate about clients achieving their goals. He takes an educational approach to helping clients understand their options and then coordinates various advisory disciplines to put his clients’ plans into action. He and his team provide service and advice to individuals and corporate clients across the country. He is licensed to conduct business in most states.

Michael and his wife, Leila, and their son, Sam live in Twinsburg, Ohio. Ardent believers in making a lasting contribution to the community, they are consistent supporters of local projects, organizations and charities.

Eric Rubin CLTC
Advisor

Eric Rubin has been a financial planner for over fifteen years. Eric works with business owners and their families, as well as executives of closely held businesses and service professionals. His main goal is to provide a framework for people to use during their working years so that they can enjoy life in their retirement years.

Prior to joining Arbor Group Advisors, Eric worked for another financial planning firm for many years. Prior to that he was an owner of one of the largest commercial printing companies in Ohio. This background allows him to understand some of the wealth management issues facing closely held businesses and helps business owners to see things from another perspective.

One of Eric’s other specialties is in the area of care planning. He has spent many years gaining knowledge in this area and enjoys helping people navigate through this process.

Eric received a Bachelor of Science degree in business administration from Miami University. He has served on several non-profit boards including ORT America and the Cleveland Jewish News Foundation.

Eric resides in Shaker Heights, Ohio and is the father of two grown children.

Mary Sabo

Client Service Manager
Mary Sabo
Client Service Manager

Mary Sabo is a Client Service Manager working with Brad Schlang, MBA, CFP®. Mary has been in the Financial Services Industry for over 10 years. She prides herself on delivering an excellent client experience and works diligently to support the practice. Mary is a graduate of the school of hard knocks and lives in Lyndhurst with her 3 cats, Big Boy, Boo & Mickey.

Bradley Schlang MBA
Advisor

Bradley J. Schlang is a native Clevelander, returning to Shaker Heights after receiving a B.A. in Economics and Mathematics from Colby College in 1989. Bradley earned an M.B.A. from Case Western Reserve University’s Weatherhead School of Management in 1992 with a concentration in Marketing. He is a Registered Representative with Securities America Inc. and Investment Advisor Representative with Securities America Advisors and Arbor Point Advisors all out of Omaha, Nebraska.

Bradley is the owner of Eton Financial Services which is proud to be part of Arbor Group Advisors. The firm provides financial and estate planning in addition to its insurance and investment services. Bradley specializes in charitable giving strategies and received the James P Conway award from The Northern Ohio Charitable Gift Planners in 2021. Prior to re-establishing Eton Financial in 2020, Brad co-founded what would become Securities America’s third largest office in the country in 2005. He began his career with KeyCorp and its predecessor organizations, Society Bank and Ameritrust. There, he served as an Operations Analyst and progressed through the Product Management and Cash Management Sales divisions focusing on closely held businesses.

An active member of the Greater Cleveland community, he currently participates on several Charitable Boards and Committees as well as Professional Organizations and Study Groups. He was recognized in the inaugural group of “18 Difference Makers” by the Cleveland Jewish News for his community activities.

Brad and his wife Heather are so proud of their sons who are now grown and off the family payroll!

Theresa Smith

Client Service Manager
Theresa Smith
Client Service Manager

As a Registered Administrative Assistant with over two decades of experience in the financial industry, Theresa Smith (“T”) brings a wealth of knowledge and experience to the firm, ensuring smooth operations and providing top-notch support to our clients.

Theresa holds the Series 7 and 63 securities registrations, reflecting her deep understanding of financial markets and her commitment to excellence. Additionally, she holds an Ohio life and health license, allowing her to provide comprehensive assistance to clients in various aspects of their financial planning needs.

Theresa is a proud graduate of Malone College, where she earned her Bachelor of Science in Business Administration and Accounting.  As an avid sports enthusiast, she plays competitive tennis, enjoys running, and bowling with friends.  She resides in North Ridgeville and works in tandem with Scott Lewis.

Mark Tichar
Advisor

Mark is an idea and numbers guy. A teacher and coach devoted to self-discovery — his own and that of his clients. Self-discovery is the bridge to understanding the ideal way to embark on a journey to financial security. He says this because how people think influences how they act — thoughts relating to money ultimately influence how decisions are made.

Learn More 
Brad Weemhoff
Advisor

Bradley has over four years of experience in the financial services industry. He joined Arbor Group Advisors in 2022 and focuses on developing relationships and creating financial plans for clients.

Brad is a graduate of Miami University in Oxford, Ohio and is licensed in Life, Health and FINRA Series 7.

Prior to Arbor Group, Brad served as an Investment Services Advisor for Lincoln Investment in Philadelphia and a Client Services Manager for Beacon Financial Partners.

He now lives in Cleveland and enjoys playing golf, basketball and skiing.

Dean Weemhoff CFP®
Advisor

Dean is a Certified Financial Planner® professional and has been in the financial services industry since 1994. He joined Arbor Group Advisors in 2022. As a CFP, Dean has met extensive training and experience requirements and has committed to the CFP® Board’s ethical standards that require him to put his clients’ interests first.

Dean provides custom financial plans for his clients where he helps them clarify and prioritize their financial objectives. His primary areas of focus are retirement income planning, investment strategies and estate planning for individuals and business owners. He provides a personalized approach to planning and client service. Dean’s insight and experience allow him to assist clients in implementing strategies to successfully achieve their long-term financial goals.

Dean received his Bachelor of Finance degree from Miami University in Oxford, Ohio in 1984. He holds the NASD Series 7 and 63 securities registrations. He also has his Life and Health Insurance License from the state of Ohio.

Dean has a strong commitment to his community and has served on a neighborhood board and supports numerous charities. Dean lives in Chagrin Falls, with his wife Lori. He has two children, Morgan and Brad. Dean enjoys golf, skiing, pickleball and travel.