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Our Team

Pete Kaplan

President

216-393-8182

330-405-4874

pkaplan@pkfinancialgroup.com

Believing the financial services business is not only about managing finances but managing expectations, Peter works to help people make good quality decisions, to be their confidant and sounding board. 

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Brian Petros

Chief Executive Officer

216-393-8182

330-405-4874

bpetros@pkfinancialgroup.com

Brian's focus is on creating sound strategies for every client's advance to their goals incorporating both long-term financial planning and retirement plan management.

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Julie Paluscsak

Client Relationship Manager

216-393-8182

330-405-4874

jpaluscsak@pkfinancialgroup.com