Broker Check

Meet the Guardians

We are the Lifestyle Guardians.

We believe in a collaborative approach to develop comprehensive wealth management plans for each client.

We look forward to meeting you and helping you achieve your financial goals as your Trusted Family Advisors.

Jeffrey Kitzberger, CFP®

Founding Partner | Private Wealth Manager

(440) 505-5740

(440) 505-5741

As a CERTIFIED FINANCIAL PLANNER™ Professional, Jeffrey focuses his knowledge and talents on creating comprehensive wealth management strategies for his clients, by concentrating on overall portfolio management. Jeffrey collaborates...

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Sherri Kitzberger, CDFA™

Founding Partner | Private Wealth Manager

(440) 505-5746

(440) 505-5747

Co-founder Sherri Kitzberger, CDFA™, brings over 20 years of insurance and finance experience to the firm. She was previously the Founder and President of Fairmount Financial Group,

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Daniel Margheret

Partner | Private Wealth Manager

(440) 505-5726

(440) 505-5641

Michelle Hauser

Director of Operations

(440) 505-5744

(440) 505-5619

Michelle and her family have known Jeffrey and Sherri Kitzberger, Founding Partners of Olympus Wealth Partners, both personally and professionally for over 30 years. Her professional accomplishments 

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Haley Brown

Investment Research Strategist & Client Service Associate

(440) 505-5766

(440) 505-5614

Haley graduated from Gannon University in 2015. She was recognized by the Dean of Engineering and Business as one of the top students in her class. Haley started with Olympus Wealth Partners in 2015.  

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