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

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Director of HR &
Business Services

Jennifer C. Hart


Business Services

Sarah Pochedly

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ -

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