WE BELIEVE IN OUR PEOPLE

 Your team of professionals is committed to being there for you when you need them, partnering with many of the best service providers in the market, working together to design a blueprint that reflects your individual goals, and executing strategies that enable you to see real progress towards those goals. Your team has significant experience helping individuals and families of all types. We successfully help business owners, corporate executives, retirees, widows, and professionals in the legal, medical, and accounting fields. By fostering teamwork, clients gain the benefit of the collective experience of all our professionals.

The Advisors

President / Financial Advisor
Michael Embrescia graduated from The University of Toledo majoring in finance in 1995. Michael began his career with New York Life Insurance Company from 2005 to 2007. He focused in the areas of insurance and financial planning. In his brief engagement working with New York Life, Michael received the “rookie of the year” award, as well as the prestigious Stan Liss award. Michael left New York Life in 2007, to pursue his career as an independent financial advisor.
 
Currently, Michael Embrescia is the CEO & President of the Embrescia Wealth Management Group. He loves helping business owners, recent retirees, and professionals with specialized wealth management and high-end estate planning. Michael works closely with his RIA Stratos Wealth Partners, alongside trusted advisors such as attorneys, accountants, and other financial professionals to develop “holistic” planning for our clients.

A lifetime resident of northeast Ohio, Michael resides in Aurora with wife Diane of 17 years and his 3 children: Nicholas 14, Jameson 11, and Marissa 9.
Michael Embrescia

T. 123-456-7890

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Financial Advisor

Johnathon Opet  is a Financial Advisor within the firm and has been a member of The Embrescia Wealth Management team since May 2017. John plays a pivotal role in our website design, CRM management, and internal systems. 


Prior to moving over to the Embrescia Wealth Management Team, John worked as a Financial Planning Analyst at Demming Financial Services Corp. There he received his Registered Paraplanner (RP®) Designation. 

When John is not working in the office, he enjoys fishing on the Cuyahoga River, working out, and spending time with friends and family. He is currently Life Insurance Licenses and Series 6 Licensed. In addition, John received his CFP®, CERTIFIED FINANCIAL PLANNER™, in Spring of 2019.

Johnathon Opet, CFP®
Financial Advisor

Tom is the newest addition to the Embrescia Wealth Management Team. Prior to joining the EWMG, Tom has spent 46 years in the financial service industry at companies such as AG Edwards, Mutual Service Corporation, Hartford, FSC Securities and LPL.

 

Tom is a resident of Willoughby Hills and is a Cleveland native. In Tom’s free time, he enjoys golfing, traveling with his wife and family, and seeing Broadway Musicals.

 

He currently holds his FINRA Series 7 and 63 with LPL Financial. He is also licensed with the Ohio Department of Insurance covering Major Lines of Authority for Accident, Health, Life and Variable.  

Tom George

Our Team

Chief Operations Office (COO)
Paige is the Chief Operations Officer for the Embrescia Wealth Management Group and joined the company in January 2016. Paige is responsible for the execution of day to day activities as it relates to client relations, event planning, processing of required forms, compliance assurance, continuous improvement, CRM, and communications. She strives to make your experience with the Embrescia Wealth Management Group a positive one, that will last for years to come. 
 
Paige holds a Bachelor of Arts degree in Social Science from Lake Erie College in Painesville, OH, with a minor in Communications. Paige was a top-tier softball player from a young age through College. In college, she was a sensational pitcher but was unable to play after an injury put her on the sidelines.   She resides in Aurora, OH with her husband and two beautiful children. 
Paige Gentile

T. 123-456-7890

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Sr. Financial Analyst

As a Financial Analyst and an active member of my community, Hazen is dedicated to helping individuals and businesses build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and holds the Chartered Retirement Planning Counselor®certification.

Academic achievements include a Bachelor of Science degree in biology from Allegheny College in Meadville, PA and a Master of Business Administration degree from John Carroll University in Cleveland, OH. Hazen's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients. Maintaining a strong sense of community and a solid professional foundation are very important to Hazen. Hazen enjoys running, guitar, and spending time with his wife and two daughters.

Hazen Hornyak

Our RIA Partner

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Jeff Concepcion
CHFC

Founder & CEO

Jeff Concepcion
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Founder/CEO
Matthew
Dunn
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Chief Compliance Officer
&
OSJ Supervisor
Nancy Andrefsky
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Chief Financial Officer
Eric Beahn,
CRCP
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Chief Compliance Officer
Dan
Jacoby
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Chief Investment
Officer
Jennifer
Isaacs
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Director of HR & Business Services
Chad Roope,
CFA
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Portfolio Manager
Ben
Engram
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Senior Relationship Manager

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