Our Team Jim Lisy   |   Mike Harding   |   Matt Griswold   |   Martin Rizzo   |   Mike Boeckman   |   Laura Brodbeck   |   Extended Team Extended Team As an affiliate of Cohen & Company, we have the reach and resources of a dynamic organization and can draw on the experience of more than 200 professionals to seamlessly assist in all aspects of the deal and help our clients achieve their goals. Cohen & Company offers a full range of accounting, tax, business and consulting services to growing and dynamic businesses. The Firm prides itself on being pro-active and tenacious when it comes to business planning for their clients, and spends considerable time training their professionals to think like entrepreneurs. Cohen & Company offers a number of specialty services including strategic planning, business valuations, human resource consulting, estate planning and transaction services due diligence. www.cohencpa.com Founded in 1991, Sequoia Financial Group provides comprehensive financial planning services*. Sequoia starts by listening to the client - their plans, hopes, and aspirations. That vital information is then combined with education, insight and experience to create a financial program that's custom-tailored to the client's goals, comfort level and needs. www.sequoia-financial.com *Comprehensive planning services offered through Sequoia Financial Advisors, LLC an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC.