Ali Kobeissi

Financial Paraplanner

Ali Kobeissi

“Success is not final; failure is not fatal: it is the courage to continue that counts.” – Winston Churchill

Education & Professional Designations

B.S. in Business Administration – Grand Valley State University, Finance

About Ali

My role at the firm is to help clients by assisting our advisors creating and implementing financial plans, research, and financial reports. In this role, I support the financial advisors, ensuring that our clients receive the best service possible. I enjoy this role because I am given the opportunity to help various clients achieve and exceed their financial goals. Moreover, I am constantly learning new things and meeting new people which makes my role very exciting.

Hobbies and Personal Interests

Enjoys traveling, camping, and hiking. He lives in Columbus, Ohio, and enjoys spending time going out with friends.

Meet More of Our Team

Chris Alekna Lewis

Chris Alekna-Lewis 

Administrative Assistant

Amy Allen

Amy Allen

Client Service Associate

Nick Benson

Nick Benson

Client Service Associate

Frank Bevilacqua II

Frank Bevilacqua II, CPA, CFP®

President & CEO

Stephen Catalano

Steve Catalano 

Managing Partner

Kelly Galambos

Marketing Coordinator

Garrett Heller

Garrett Heller

Account Review Specialist

Aparna Kerwin

Aparna Kerwin

Client Service Associate

Andrew Lamb

Andrew Lamb

Financial Advisor

Jenna Loader

Jenna Loader

Operations Manager

Steve Peer

Steve Peer

Client Service Administrator

Suzanne Pierson

Suzanne Pierson

Senior Client Service Associate

Bill Schiffman

Bill Schiffman

CPA, PFS | Principal

Stephanie Seese

Stephanie Seese

Senior Client Service Administrator

Ed Skully

Ed Skelly, CLU, ChFC, RICP

Principal

Laura Steffey

Laura Steffey Moss, CFP®

Financial Advisor

Amy Vaccaro

Amy Vaccaro 

Senior Registered Client Service Administrator

Michael Vasiloff

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Steven VonSchriltz

Financial Advisor