facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Meet the Team

We're team players (in every sense of the word).

The majority of our advisors are Certified Financial Planners®, and they each bring a different set of skills and insight to the table—which is why they’re at the table. We value the work and expertise that every member of our team contributes, and we think you will, too.*

“I was never under any illusion that I knew everything. But what I knew very early in my career is that in this industry you do not have to go at it alone—and you really shouldn't. I invested early and often in the people I knew were smarter, and had strengths where I didn’t. The team has grown exponentially, and the only thing that has surprised me is that they’re even more skilled and impressive than I’d imagined.”

Kevin Myeroff, Chief Executive Office & President

*Please Note: Limitations: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if NCA is engaged, or continues to be engaged, to provide investment advisory services.

Kevin Myeroff, CFP® Photo
Read Bio

Kevin Myeroff, CFP®

Chief Executive Officer & President

Kevin Myeroff, CFP®

Chief Executive Officer & President

KMYEROFF@NCAFINANCIAL.COM

(440) 473-1115 EXT. 200

Kevin Myeroff, CFP® is the President and CEO of NCA Financial Planners. He received his bachelor’s degree in accounting from Ithaca College in New York and currently resides in Chardon, Ohio, with his wife Lois and their three children.

With over 30 years of experience in the industry, Kevin serves as a mentor to all NCA employees. His years of experience, coupled with his technical knowledge and leadership abilities, have made NCA Financial Planners one of the premier financial planning firms in the country regarding quality counsel, client satisfaction, and attainment of clients’ personal financial goals. 

Kevin prides himself on the specialized services NCA provides for its clients—whether it’s working with a client to help them put their child through college or assisting them in their retirement plan. He feels this is what sets NCA apart from others in the industry.

When he’s not working with clients, you may look to the sky and see Kevin flying by; he is an avid pilot who volunteers his time providing free transportation for passengers in need of medical treatment far from their home, also known as “Angel Flights.” You may also find Kevin out and about with his family in Cleveland, where they enjoy catching performances at Playhouse Square and rooting for the Cleveland Indians or Cavaliers.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

KMYEROFF@NCAFINANCIAL.COM
(440) 473-1115 EXT. 200

Dennis Lehman, CFP®, CMFC Photo
Read Bio

Dennis Lehman, CFP®, CMFC

Partner & Senior Financial Advisor

Dennis Lehman, CFP®, CMFC

Partner & Senior Financial Advisor

DLEHMAN@NCAFINANCIAL.COM

(440) 473-1115 EXT. 212

Dennis Lehman CFP®, CMFC is a Partner and Senior Financial Advisor at NCA Financial Planners. He and his wife have been married for over 25 years and reside in North Carolina with their two daughters and their golden doodles, Buckeye and Lucy.

Dennis received his bachelor’s degree in finance from Kent State University and joined NCA in 1998. He was instrumental in establishing the NCA Investment Committee in 2006 and served as its Chief Investment Officer from 2006 – 2015. Dennis also serves on the Board of Trustees for his daughters’ school.

With over 27 years of experience, Dennis can understand a client’s situation and develop a comprehensive plan that incorporates all aspects of financial planning to meet their needs. He takes pride in the fact that NCA does not sell products, but rather solves problems and offers unbiased professional answers to clients’ concerns.

In his free time, Dennis enjoys staying active by playing tennis and wake surfing.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

DLEHMAN@NCAFINANCIAL.COM
(440) 473-1115 EXT. 212


Mary Durra, CFP® Photo
Read Bio

Mary Durra, CFP®

Vice President & Senior Financial Advisor

Mary Durra, CFP®

Vice President & Senior Financial Advisor

MDURRA@NCAFINANCIAL.COM

(440) 473-1115 EXT. 211

Mary Durra, CFP® is the Vice President and Senior Financial Advisor for NCA Financial Planners. She resides in Concord, Ohio with two of her four children, their dog Eevee, and their cat Chloe. She is the proud grandmother of one grandson.

Mary graduated Magna Cum Laude from Kent State University with a bachelor’s degree in business administration with a concentration in marketing.

She started with NCA in 1990 and is a seasoned vet in the financial services industry. Everything Mary does, she does with the client’s best interest at heart, and she really takes the time to listen to each of her client’s needs to give them the guidance they need to be prepared for the future.

Mary never stops learning, and she takes the time to research and stay up-to-date on changes to applicable laws.

When she isn’t helping clients, Mary enjoys spending time with her family. Some of their favorite activities include playing Pokémon Go, cheering her daughter on in volleyball, and volunteering in the community. Mary also enjoys keeping her mind sharp with a good crossword puzzle.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

MDURRA@NCAFINANCIAL.COM
(440) 473-1115 EXT. 211

Karey Edwards, CFP® Photo
Read Bio

Karey Edwards, CFP®

Senior Financial Advisor

Karey Edwards, CFP®

Senior Financial Advisor

KEDWARDS@NCAFINANCIAL.COM

(440) 473-1115 EXT. 236

Karey Edwards, CFP® is a Senior Financial Advisor for NCA Financial Planners. She resides in Perry, Ohio with her husband, Wesley, and their daughter, Carleigh.

Karey graduated Summa Cum Laude from the University of Mount Union, receiving her bachelor’s degree in business administration. In 1999, she joined NCA and has gained extensive knowledge in the area of corporate executive benefits. As a closet grammarian, she is always available to help her teammates in communicating a clear message.

Karey’s innate attention to detail ensures no stone is left unturned when it comes to a client’s financial plan. She strives to be the co-pilot that keeps clients on the right path toward achieving their financial goals.

In her free time, Karey enjoys catching a live show at the theater with her family or chasing her daughter on a bike ride.

Securities offered through Royal Alliance Associates, Inc. (RAA), Member FINRA/SIPC. Investment advisory services offered through NCA Financial Planners. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

KEDWARDS@NCAFINANCIAL.COM
(440) 473-1115 EXT. 236

Dave Kurtz, CPA Photo
Read Bio

Dave Kurtz, CPA

Senior Financial Advisor

Dave Kurtz, CPA

Senior Financial Advisor

DKURTZ@NCAFINANCIAL.COM

(440) 473-1115 EXT. 225

Dave Kurtz, CPA, is a Senior Financial Advisor for NCA Financial Planners. He resides in Richfield, Ohio with his wife, Wendy, and their English Bull Terrier, Willie. Dave and Wendy have two grown children, Corey and Darby.

Dave has a bachelor’s degree in accounting from Baldwin Wallace University. He joined NCA in 2003 and has more than 37 years of experience in the financial services industry. Dave has developed a strong technical background in taxation and personal finance. 

Prior to joining NCA, Dave was a partner with one of the “Big Four” accounting firms in Cleveland, where he was responsible for all phases of client service delivery as well as instructing a variety of continuing education classes within the accounting profession. He is a member of both the Ohio Society and the American Institute of Certified Public Accountants.

Dave is gifted in his ability to cultivate relationships and effectively communicate with team members at any level of the organization. Through sound ethical advice and thoughtful planning, he works with clients to establish and maintain a roadmap to help them achieve their lifelong financial goals.

In his spare time, Dave can be found out on the links perfecting his golf game. He is also an avid traveler who likes to explore new places.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

DKURTZ@NCAFINANCIAL.COM
(440) 473-1115 EXT. 225

Melanie Ross, CFP®, AAMS®, CLTC® Photo
Read Bio

Melanie Ross, CFP®, AAMS®, CLTC®

Senior Financial Advisor

Melanie Ross, CFP®, AAMS®, CLTC®

Senior Financial Advisor

MROSS@NCAFINANCIAL.COM

(440) 473-1115 EXT. 213

Melanie Ross, CFP®, AAMS®, CLTC® is a Senior Financial Advisor for NCA Financial Planners. She resides in Cleveland, Ohio with her husband Tom, their two children, Caroline and AJ, and German Shepherd, Sig.

Melanie is a graduate of Bowling Green State University, where she received her bachelor’s degree in finance.

As the wife of a police officer and the mother of a child with special needs, Melanie understands the importance of always being prepared for life’s transitions and the unexpected. She uses this same empathetic mentality when helping her clients.

Melanie became part of the NCA team in 2000 and is always looking for ways to help her clients. She is committed to providing an exceptional level of care and service. Seeing the financial effects of improper planning for longevity, Melanie also chose to become highly trained in the field of long-term care planning. She holds the CLTC (Certified in Long-Term Care) designation, which provides her with the critical tools necessary to discuss the subject of longevity and its consequences on her clients’ family and finances. You can also hear her on Newsradio WTAM 1100 sharing financial planning ideas.

Outside of the office, Melanie enjoys spending time with her family and playing with her children. She is also an avid runner, and loves reading.

Securities offered through Royal Alliance Associates, Inc. (RAA), Member FINRA/SIPC. Investment advisory services offered through NCA Financial Planners. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

MROSS@NCAFINANCIAL.COM
(440) 473-1115 EXT. 213

Elizabeth Scheiderer, CFP® Photo
Read Bio

Elizabeth Scheiderer, CFP®

Senior Financial Advisor

Elizabeth Scheiderer, CFP®

Senior Financial Advisor

ESCHEIDERER@NCAFINANCIAL.COM

(440) 473-1115 EXT. 202

Elizabeth Scheiderer, CFP®, is a Senior Financial Advisor for NCA Financial Planners. She resides in University Heights, Ohio with her husband, their two children, and their cat, Hazel.

Elizabeth graduated Summa Cum Laude from Ohio University, receiving her bachelor’s degree in Telecommunications Management along with dual minors in business and economics.

In 2007, Elizabeth became a member of the NCA team. She has a passion for helping her clients, and demonstrates her genuine care for them and their families by focusing on providing direction and prudent holistic planning to meet both short and long-term goals.

As Chairwoman of the Financial Planning Association of Northeast Ohio, Elizabeth loves to stay informed on financial planning best practices and keeping up-to-date with the latest market trends. You can see Elizabeth on WKYC-TV Channel 3 News sharing her abundant knowledge.

When she’s not immersed in the world of financial planning, you’ll find Elizabeth exploring one of Cleveland’s many Metroparks. She also enjoys finding new and fun family adventures in the city.

Securities offered through Royal Alliance Associates, Inc. (RAA), Member FINRA/SIPC. Investment advisory services offered through NCA Financial Planners. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

ESCHEIDERER@NCAFINANCIAL.COM
(440) 473-1115 EXT. 202

Jasmina Tadic, CFP®, CDFA® Photo
Read Bio

Jasmina Tadic, CFP®, CDFA®

Senior Financial Advisor

Jasmina Tadic, CFP®, CDFA®

Senior Financial Advisor

JTADIC@NCAFINANCIAL.COM

(440) 473-1115 EXT. 229

Jasmina Tadic, CFP®, CDFA®,is a Senior Financial Advisor for NCA Financial Planners. She resides in Mentor, Ohio with her two cats, Cali and Snow.

Jasmina received her bachelor’s degree in marketing and business logistics from John Carroll University, and in 2001, she joined NCA. She is a true team player who considers her co-workers part of her family. Jasmina is always willing to teach, coach, and support anyone who needs it.

Jasmina prides herself on her ability to build and maintain strong client relationships. Her goal is to assist clients in making financial decisions that best meet their needs. She takes the time to learn what their top priority is, which facilitates her ability to customize strategies at every stage of their lives. Jasmina obtained her Certified Divorce Financial Analyst (CDFA®) designation to ensure that she can provide the sound support clients need through life’s challenges.

When Jasmina isn’t working with her clients, she is very active in her community fundraising for The Make-A-Wish® Foundation. Apart from that, she loves spending time with her family. She has nieces, nephews, and cousins of all ages--and whether it’s going to concerts, camping, or attending a sporting event, they find fun wherever they go. Jasmina is especially passionate about yoga and practices almost every day.

Securities offered through Royal Alliance Associates, Inc. (RAA), Member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice. Investment advisory services offered through NCA Financial Planners.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

JTADIC@NCAFINANCIAL.COM
(440) 473-1115 EXT. 229

Mike Wasylyshyn, CFS Photo
Read Bio

Mike Wasylyshyn, CFS

Senior Financial Advisor

Mike Wasylyshyn, CFS

Senior Financial Advisor

MWASYLYSHYN@NCAFINANCIAL.COM

(440) 473-1115 EXT. 206

Mike Wasylyshyn, CFS, is a Senior Financial Advisor for NCA Financial Planners. He resides in North Olmsted, Ohio with his wife and their rescue dog, Charlie.

Mike received his bachelor’s degree in economics and business administration from Baldwin Wallace University. He joined NCA in 1990 and brings over 30 years of experience to the firm. Mike’s breadth of industry knowledge, paired with his empathetic personality and ability to connect with people, one-on-one, gives his clients a feeling of confidence and consistency.

When Mike isn’t in the office serving clients, you can find him in the kitchen, serving a delicious meal. He loves cooking, especially BBQ, and is a wine enthusiast. He and his family also love to travel.

Securities offered through Royal Alliance Associates, Inc. (RAA), Member FINRA/SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.  RAA does not provide tax or legal advice. Investment advisory services offered through NCA Financial Planners.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

MWASYLYSHYN@NCAFINANCIAL.COM
(440) 473-1115 EXT. 206

Amanda Brunnett Photo
Read Bio

Amanda Brunnett

Financial Advisor

Amanda Brunnett

Financial Advisor

ABRUNNETT@NCAFINANCIAL.COM

(440) 473-1115 EXT. 205

Amanda Brunnett is a Financial Advisor for NCA Financial Planners. She resides in Macedonia, Ohio with her husband and their two children.

A member of the NCA team for 11 years, Amanda is dedicated and passionate about helping others. Her top priority is positioning clients to succeed and keeping them on course to meet their financial goals.

When Amanda isn’t busy helping clients, she enjoys spending time exploring all the fun things Cleveland has to offer with her friends and family. 



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

ABRUNNETT@NCAFINANCIAL.COM
(440) 473-1115 EXT. 205

Bob Casarona, CFP® Photo
Read Bio

Bob Casarona, CFP®

Financial Advisor

Bob Casarona, CFP®

Financial Advisor

BCASARONA@NCAFINANCIAL.COM

(440) 473-1115 EXT. 242

Bob Casarona, CFP®, is a Financial Advisor and the Internship Director for NCA Financial Planners. He resides in downtown Cleveland, Ohio.

Bob received his bachelor’s degree in economics from Denison University and joined NCA in 2014. His breadth and depth of financial knowledge, paired with his relentless pursuit to exceed client expectations, make him a valuable member of the team. His dedication to the internship program makes a huge impact on the best and brightest as they start their careers in the financial planning industry.

Bob also sits on the Board of the Financial Planning Association of Northeast Ohio, where he serves as the NexGen Director. This role allows him to help foster the growth of young advisors throughout Northeast Ohio and to stay informed on financial planning best practices.

In his free time, you can find Bob on the soccer field. Bob played soccer at the collegiate level and continues to pursue his love of the game today.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

BCASARONA@NCAFINANCIAL.COM
(440) 473-1115 EXT. 242

Ashley Costello, CFP® Photo
Read Bio

Ashley Costello, CFP®

Financial Advisor

Ashley Costello, CFP®

Financial Advisor

ACOSTELLO@NCAFINANCIAL.COM

(440) 473-1115 EXT. 240

Ashley Costello, CFP® is a Financial Advisor who joined NCA in 2013. She resides in Cleveland, OH with her fiancé, Matt, her daughters, Gabi and Mila, and their two dogs, Rusty and Tyson.

Ashley received both her bachelor’s degree in accounting and her MBA with a concentration in financial planning and accounting from Ursuline College.

Ashley is a real-life example that “you have to start somewhere,” and she shares her experience of hard work, patience, and dedication with her clients as they begin the financial planning process. As a young, single parent, she put herself through college and obtained her MBA, then joined the NCA family where she continues to flourish in her career and skill set.

A little-known fact about Ashley is that she is a certified scuba diver. In her free time, she enjoys traveling, spending time with friends, and rooting for The Ohio State University football team.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

ACOSTELLO@NCAFINANCIAL.COM
(440) 473-1115 EXT. 240

Connor Fife Photo
Read Bio

Connor Fife

Paraplanner & Registered Assistant

Connor Fife

Paraplanner & Registered Assistant

CFIFE@NCAFINANCIAL.COM

(440) 473-1115 EXT. 243

Connor Fife is a Paraplanner with NCA Financial Planners. He began his career as a participant of NCA’s internship program in the summer of 2017. After graduating Cum Laude from Ohio University, he started full-time with NCA in the summer of 2018. He spends his days assisting advisors with day-to-day tasks, helping clients, and studying for the many licensures that are required in order to become a Financial Advisor.

Connor’s willingness to take on extra responsibilities, attention to detail, and drive to learn has made him a valuable addition to the NCA team. His experience as a former intern makes him an ideal fit as a Co-Director of NCA’s internship program. Connor’s passion for helping clients has defined his first two years at NCA and will no doubt grow for many years to come.

Connor resides in Lakewood, Ohio. Outside of the office, he enjoys spending time outside, catching up with friends and family, and playing hockey. An avid Cleveland fan, Connor can also be found catching up on one of Cleveland’s many professional sports teams.

Securities offered through Royal Alliance Associates, Inc. (RAA), Member FINRA/SIPC. Investment advisory services offered through NCA Financial Planners. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

CFIFE@NCAFINANCIAL.COM
(440) 473-1115 EXT. 243

Taryn Kocher Photo
Read Bio

Taryn Kocher

Paraplanner

Taryn Kocher

Paraplanner

TKOCHER@NCAFINANCIAL.COM

(440) 473-1115 EXT. 263

Taryn Kocher is a Paraplanner for NCA Financial Planners. She is new to the industry, but not to the NCA family, as she was a participant in NCA’s 2018 internship program. Taryn graduated with her bachelor’s degree in Finance and a minor in Entrepreneurship in May 2019. Her strong work ethic and enthusiasm for learning new things make her a valuable addition to the team.

Taryn is known for her people skills and brings a dedicated approach to building client relationships; she is always willing to go the extra mile for a client. Taryn has played sports for most of her life and views her relationship with a client as she would a fellow teammate in order to achieve their own personal victory.

Taryn is from Wickliffe, Ohio where she has lived most of her life. An avid lover of the outdoors, you can typically find her out by the pool, kayaking, or in one of Cleveland’s many Metro Parks. She enjoys spending time with friends and family while playing sand volleyball or practicing yoga.

Taryn is not registered with Royal Alliance Associates, Inc.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

TKOCHER@NCAFINANCIAL.COM
(440) 473-1115 EXT. 263

Mitch Kotheimer Photo
Read Bio

Mitch Kotheimer

Paraplanner & Registered Assistant

Mitch Kotheimer

Paraplanner & Registered Assistant

MKOTHEIMER@NCAFINANCIAL.COM

(440) 473-1115 EXT. 241

Mitch Kotheimer is a Paraplanner with NCA Financial Planners. He currently resides in Chesterland, Ohio.

Mitch began his career as a participant of NCA’s internship program in the summer of 2019. After graduating Cum Laude from John Carroll University, he started full time with NCA in the summer of 2020.

Outside of the office, Mitch enjoys spending most of his time outside, continuing to play soccer after competing in college, and skiing.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

MKOTHEIMER@NCAFINANCIAL.COM
(440) 473-1115 EXT. 241

Amy Smith Photo
Read Bio

Amy Smith

Paraplanner

Amy Smith

Paraplanner

ASMITH@NCAFINANCIAL.COM

(440) 473-1115 EXT. 228

Amy Smith is a Paraplanner for NCA Financial Planners, and has been a part of the NCA team for 15 years. She utilizes every resource possible to ensure NCA’s clients’ needs are met with care, priority, and accuracy. A people person at heart, Amy loves working with clients. She genuinely cares about every one of them, taking the time to learn about their families and what is important to them. 

 Amy resides in Mentor, Ohio with her husband, Roland, their two children, Anna and Andrew, and their dog, Oreo. In her spare time, she is extremely active. She loves to participate in 5K races, attend concerts, or visit the beach. Amy also enjoys spending time with her children and family. 

Amy is not registered with Royal Alliance Associated, Inc.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

ASMITH@NCAFINANCIAL.COM
(440) 473-1115 EXT. 228

Rachel Dominessy Photo
Read Bio

Rachel Dominessy

Operations Specialist & Registered Assistant

Rachel Dominessy

Operations Specialist & Registered Assistant

RDOMINESSY@NCAFINANCIAL.COM

(440) 473-1115 EXT. 266

Rachel Dominessy is the Operations Specialist and a Registered Assistant for NCA Financial Planners. While she may be relatively new to the NCA team (having started in May 2017), she brings an abundance of knowledge with over ten years of financial planning experience. Rachel’s attention to detail and her reliability ensure no task goes unfinished and all of the clients’ needs are met. A true professional, she prides herself on her ability to assist her team promptly and efficiently. 

Rachel resides in Painesville, Ohio, with her one-year-old Yorkie, Stewart. When she isn’t busy assisting the team, she loves working on projects around her home. In her free time, Rachel enjoys trying new restaurants, catching the latest movies, and spending time laughing with friends.

Securities offered through Royal Alliance Associates, Inc. (RAA), Member FINRA/SIPC. Investment advisory services offered through NCA Financial Planners. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

RDOMINESSY@NCAFINANCIAL.COM
(440) 473-1115 EXT. 266

Michelle Burge Photo
Read Bio

Michelle Burge

Financial Planning Assistant

Michelle Burge

Financial Planning Assistant

MBURGE@NCAFINANCIAL.COM

(440) 473-1115 EXT. 258

Michelle Burge is a Financial Planning Assistant for NCA Financial Planners. A valuable team player, she is always willing to pitch in and help the team of NCA advisors with whatever they need. She strives to provide the advisors with the proper support to provide their clients with ideal customer service.

Michelle resides in Concord, Ohio with her lab, Lucy. She has two grown children and one grandson. Michelle is a people person, and when she’s not in the office, she enjoys spending time with her friends and family.

Michelle Burge is not registered with Royal Alliance Associates, Inc.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

MBURGE@NCAFINANCIAL.COM
(440) 473-1115 EXT. 258

Barb Harris Photo
Read Bio

Barb Harris

Financial Planning Assistant

Barb Harris

Financial Planning Assistant

BHARRIS@NCAFINANCIAL.COM

(440) 473-1115 EXT. 207

Barb Harris is a Financial Planning Assistant for NCA Financial Planners, where she has served as an integral part of the NCA team for the past 15 years. Customer service is her top priority, and she works hard to ensure that her team receives the support that they need to serve their clients best. Barb prides herself on keeping her team on the straight and narrow - with a little added laughter.

Barb resides in Willoughby, Ohio. She has two sons, John and Nick, and is the proud grandmother of three grandchildren, Nicholas, Chase, and Arijiana. In her free time, Barb enjoys spending time with her family, especially cooking in the kitchen. She can also be found going to dinner with friends or enjoying her backyard oasis.

Barb Harris is not registered with Royal Alliance Associates, Inc.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

BHARRIS@NCAFINANCIAL.COM
(440) 473-1115 EXT. 207

Kathy Ogrin Photo
Read Bio

Kathy Ogrin

Financial Planning Assistant

Kathy Ogrin

Financial Planning Assistant

KOGRIN@NCAFINANCIAL.COM

(440) 473-1115 EXT. 231

Kathy Ogrin is a Financial Planning Assistant for NCA Financial Planners. She has been with NCA for ten years and is best known for her positive attitude and strong work ethic. Kathy is always looking for ways to support the NCA advisors so they can better serve their clients.

Kathy resides in Lake County, Ohio with her two sons and their rescue dog, Bella. Outside of the office, she is always on the move, and loves to stay active. Whether she’s traveling, spending time outdoors, or being with family, Kathy is always keeping busy with something fun.

Kathy Ogrin is not registered with Royal Alliance Associates, Inc.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

KOGRIN@NCAFINANCIAL.COM
(440) 473-1115 EXT. 231

Marija Udovicic Photo
Read Bio

Marija Udovicic

Financial Planning Assistant

Marija Udovicic

Financial Planning Assistant

MUDOVICIC@NCAFINANCIAL.COM

(440) 473-1115 EXT. 227

Marija Udovicic is a Financial Planning Assistant for NCA Financial Planners. Having been with NCA for the past ten years, she brings an abundance of experience, knowledge, and dedication to everything she does. She is passionate about her job and loyal to her clients and team, and works hard to make sure that all of her clients’ needs are met. 

Marija has a bachelor’s degree in marketing and international business from Cleveland State University. She resides in Cleveland, Ohio. In her free time, she enjoys traveling and exploring new places.

Marija Udovicicis not registered with Royal Alliance Associates, Inc.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

MUDOVICIC@NCAFINANCIAL.COM
(440) 473-1115 EXT. 227

Kelley West Photo
Read Bio

Kelley West

Financial Planning Assistant

Kelley West

Financial Planning Assistant

KWEST@NCAFINANCIAL.COM

(440) 473-1115 EXT. 265

Kelley West is a Financial Planning Assistant with NCA Financial Planners. She has been with NCA for just over a year, and in that time has used her experience to provide clients with the skills and compassion that make her an excellent fit for the NCA family. 

Known for her customer service mindset, Kelley looks for new and innovative solutions to client problems, and also uses her problem-solving abilities to assist other members of her team. Her eagerness to learn new things has led her to excel in the financial services industry. Kelley enjoys taking on new challenges and is always looking to grow professionally.

Kelley resides in Mentor, Ohio with her husband of 18 years and their two cats. When she is not at work, she enjoys indulging in something creative; her favorite hobbies are jewelry making and quilting. Kelley truly thrives in a team atmosphere. She is a member of her condo board, Wildwood Quilt Guild, and has been a committee member for a local charity for over ten years. 

Kelley is not registered with Royal Alliance Associates, Inc.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

KWEST@NCAFINANCIAL.COM
(440) 473-1115 EXT. 265

Cindy Zupec Photo
Read Bio

Cindy Zupec

Financial Planning Assistant

Cindy Zupec

Financial Planning Assistant

CZUPEC@NCAFINANCIAL.COM

(440) 473-1115 EXT. 261

Cindy Zupec is a Financial Planning Assistant for NCA Financial Planners. A member of the NCA team for over a year, she is a team player who is always ready to support the clients’ needs, which she does through helping her clients obtain their financial goals for retirement. Cindy has a great rapport with everyone, from her NCA teammates to the clients she works with.

Cindy resides in Mentor, Ohio with her husband and has two grown children. Outside of the office, she is very active, and loves to swim and practice yoga. She also enjoys spending time catching up with friends. 

Cindy Zupec is not registered with Royal Alliance Associates, Inc.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

CZUPEC@NCAFINANCIAL.COM
(440) 473-1115 EXT. 261

Marcy Bahr Photo
Read Bio

Marcy Bahr

Compliance Analyst

Marcy Bahr

Compliance Analyst

MBAHR@NCAFINANCIAL.COM

(440) 473-1115 EXT. 241

Marcy Bahr is a Compliance Analyst for NCA Financial Planners, and she has been a valuable member of the NCA team for the past ten years. She goes above and beyond to ensure that the team stays on target and meets essential deadlines. Marcy is a true professional, always keeping the client’s best interest in mind.

Marcy resides in Lake County, Ohio with her family. In her free time, she enjoys exploring all of the fun things to do around Cleveland with her friends and family members.

Marcy Bahr is not registered with Royal Alliance Associates, Inc.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

MBAHR@NCAFINANCIAL.COM
(440) 473-1115 EXT. 241

Les Globits Photo
Read Bio

Les Globits

Chief Investment Officer

Les Globits

Chief Investment Officer

LGLOBITS@NCAFINANCIAL.COM

(440) 473-1115 EXT. 259

Les Globits is the Chief Investment Officer for NCA Financial Planners, and has been a member of the NCA family since January 2016.. He received his bachelor’s degree in economics from the University of NSW in Sydney, Australia, and then went on to earn an MBA in finance from Cleveland State University.

Having been a mutual fund manager in both the domestic and international equity arenas for over 18 years, Les can share his knowledge not only with NCA’s clients, but also with the other financial professionals at NCA. Les is well-versed in investment management and managing the “ins and outs” of a fund. 

Les resides in Westlake, Ohio with his wife and has two grown children. When he’s not around NCA, he’s busy serving as a leader among the Hungarian Boy Scouts on both local and national levels.

Les Globits is not registered with Royal Alliance Associates, Inc.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

LGLOBITS@NCAFINANCIAL.COM
(440) 473-1115 EXT. 259

Kelly Russell, CPA Photo
Read Bio

Kelly Russell, CPA

Vice President of Finance

Kelly Russell, CPA

Vice President of Finance

KRUSSELL@NCAFINANCIAL.COM

(440) 473-1115 EXT. 226

Kelly Russell, CPA, is the Vice President of Finance, Chief Financial Officer and Chief Compliance Officer for NCA Financial Planners. She keeps the ship running at NCA, ensuring that the general operations of the office run smoothly by solving the technology, equipment, and general issues as they occur. Having been a member of the NCA team for over 20 years, Kelly is well-versed in regulatory requirements and helps create tests and procedures to make sure they are all met.

Kelly received her bachelor’s degree in accounting from John Carroll University. She resides in Mentor, Ohio with her three dogs, Cole and Cooper, and her two cats, Esme and Jasper. Outside of the office, Kelly has some fun hobbies; she enjoys ballroom dancing and jigsaw puzzles, as well as attending concerts and theatre performances.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

KRUSSELL@NCAFINANCIAL.COM
(440) 473-1115 EXT. 226

Angela Thorn Photo
Read Bio

Angela Thorn

Registered Assistant & Financial Analyst

Angela Thorn

Registered Assistant & Financial Analyst

ATHORN@NCAFINANCIAL.COM

(440) 473-1115 EXT. 209

Angela Thorn is a Financial and Investment Analyst for NCA Financial Planners, and she has played an essential role on the NCA team for the past 17 years. She is responsible for portfolio allocation, model management, and trade execution. 

Fourteen of Angela’s 17 years with the company were spent working with clients as a Financial Advisor. This experience has allowed her to have a well-rounded approach to evaluating clients’ portfolios, assessing risk, and executing trades for chief investment officers.

Angela attended school at the University of Akron. She lives with her husband Tim, son Hayden, and their Lhasa Apso, Toby. Angela is just as active outside of the office as she is during her work day. She enjoys playing basketball, baseball, and riding bikes with her son. She also loves to visit the beach with her family.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

ATHORN@NCAFINANCIAL.COM
(440) 473-1115 EXT. 209

Leslie Biro-Vitantonio Photo
Read Bio

Leslie Biro-Vitantonio

Receptionist

Leslie Biro-Vitantonio

Receptionist

LBIRO@NCAFINANCIAL.COM

(440) 473-1115 EXT. 201

Leslie Biro-Vitantonio is the Receptionist for NCA Financial Planners, and she has been part of the team for the past seventeen years. You could say that she is the face of NCA, as she is the first person to greet clients when they visit the office. Leslie enjoys chatting with the clients, getting to know them better and making them feel at home as soon as they step foot in the office.

Leslie resides in Twinsburg, Ohio with her husband, Dominic, their cat, Gretchen, and dog, Ruby. Leslie also has a grown daughter, Ricki. When she isn’t greeting clients in the office, Leslie enjoys spending time with her friends and family and walking the area parks.  

Leslie Biro-Vitantonio is not registered with Royal Alliance Associates, Inc.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

LBIRO@NCAFINANCIAL.COM
(440) 473-1115 EXT. 201

Laurie Jackson Photo
Read Bio

Laurie Jackson

Director of Client Services and Marketing

Laurie Jackson

Director of Client Services and Marketing

LJACKSON@NCAFINANCIAL.COM

(440) 473-1115

Laurie Jackson, Director of Client Services and Marketing, joined NCA Financial Planners in October of 2019.  She received her bachelor’s degree in Business Admin with a concentration in Marketing from Notre Dame College of Ohio. She has over 20 years’ experience in marketing, client communications and event planning.

Laurie resides in Chesterland, OH with her husband, two daughters Julia and Josephine, and their Boston Terrier Brandy.

As an avid supporter of the arts & theatre, Laurie and her mother have been longtime members of the KeyBank Broadway Series for over 15 years. She serves as an active board member for Open Arms Adoptions, a local organization that helps match families and children, giving them a loving forever home.  

In her free time, she enjoys camping with her family, reading for her local book club and attending concerts.

Laurie Jackson is an assistant to the registered representatives who offers securities through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. Investment advisory services offered through NCA Financial Planners. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the intended recipient.  Any review, copying, distribution or use of this transmission is strictly prohibited.  If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.  If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.



Location

6095 Parkland Blvd., Suite 210
Mayfield Heights, OH 44124

Contact

LJACKSON@NCAFINANCIAL.COM
(440) 473-1115

Check the background of this firm/advisor on FINRA’s BrokerCheck.