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We are a team of professionals who value people over profit and have your best interest in mind. Always.

With nearly four decades of experience, we are passionate about helping our clients advance towards their overall financial well-being and personal fulfillment. Every member of our team meets our high standards of integrity, dedication, and commitment to our mission, vision and heart. In addition, each member possesses the personal attributes of empathy, kindness, social responsibility, altruism, and an exceptional aptitude of service. 


WE ARE VERY PROUD OF OUR TEAM!

James Pierik

CFP, ChFC, AIF, CDFA

james@ptmfinancial.com

James Pierik is an independent advisor with nearly four decades of experience. He specializes in helping, business owners, retirees, and women accumulate and preserve wealth...

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Maggie Pierik

Chief Operations Officer

maggie@ptmfinancial.com

Maggie oversees the administrative and business operations aspects of our firm. She is both, a visionary, and and integrator with an array of transferable skills. Prior to joining our team, she practiced medicine...

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Sebastian Acevedo

Executive Assistant

sebastian@ptmfinancial.com

Sebastian is responsible for performing administrative duties and for providing direct support to our CEO, James Pierik. He holds a series 7 securities license and is currently completing his degree with a...

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Ashley Helton

Sr. Client Service Specialist

ashley@ptmfinancial.com

With more than a decade of financial services experience, and great traits such as attention to detail,multi-tasking, and problem-solving abilities, Ashley excels at client servicing, account management,trading, research and more...

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Kristin Johnson

Sr. Client Service Specialist

kristin@ptmfinancial.com

Kristin started her professional career in the financial services industry in 1994.

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Thomas B. Strohl

CFP®

thomas@ptmfinancial.com

With almost 30 years of experience, Tom assists our team with the ongoing management, and oversight of our 401k, profit sharing and cash balance plans.Tom is a retired US NAVY commander. He began his financial services career in 1991...

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WE ARE PROUDLY PARTNERED WITH 

Our Process

LPL is a leader in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. 

Our History


Headquartered in Beachwood, Ohio, Stratos has more than 250 affiliated LPL Financial wealth advisors in 87 offices located throughout the United States. Boasting an infrastructure of an additional 60 executive and support professionals, all of whom assist their advisors in the execution of services and solutions for their clients. Significant scale and national resources enable their advisors to deliver the highest caliber service, select among the industry’s broadest product platform and develop truly innovative solutions as they build long-term, personal client relationships on a local level.