Karen L Suttman is an experienced and knowledgeable financial professional, ready to work with you to help ensure you and your family’s financial future. She has a Bachelor of Arts degree from Ursuline College, and has several designations, including RICP, Retirement Income Certified Professional, a CLTC, Certified Long-Term Care Certificate, and a FIC, Fraternal Insurance Certificate. She grew up in a family of entrepreneurs, working with her family business until 35 years old and then opening her own business distributing items both domestically and internationally. The decision to leave her own business and start a career as a financial consultant was deeply personal as she experienced the positive impact financial clarity can have on a family and the negative impact the lack of financial security can cause. Over the past 13 years, she has worked with more than 600 clients to help them choose, invest, and manage plans that will offer a balance of both guaranteed income and invested assets. As a financial professional, Karen ‘s main goal is to help you make well-informed decisions on what types of investments are right for you. She also emphasizes the need to adjust investment plans as your goals and needs change. Karen will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that she devotes to her own. Karen looks forward to meeting you. She is hopeful you will develop confidence in her as your financial professional, who will be a resource to help you build a secure financial plan. 

Justin Petty is an experienced and knowledgeable financial professional, ready to work with you to help guide you and your family to achieve your financial goals. He has a Bachelor of Science degree in Electrical Engineering from Cleveland State University and grew up in the Cleveland area, attending Willoughby South for high school.  Justin’s decision to leave a successful nuclear engineering career and transition into a career as a financial advisor was carefully considered and supported by his family. Only after getting family alignment did he commit to the change with passionate conviction. The deciding factor was the opportunity to work with families to help provide some clarity and a positive experience to assist in achieving peace around a source of stress for so many. 

As an advisor, he has worked with hundreds of families to help thoughtfully resolve their financial questions, provide education and advice around which options are most advantageous to their direction, carefully craft successful plans that include the client’s foundational values, and position investment assets to keep them on track to accomplish goals and free them up to live fulfilling and purpose-filled lives.

Professionally, Justin’s chief priority is to help you understand your options, so you are confident in selecting a solution that is right for you. He underscores the importance of making changes to your plans, and investments, as your needs change. Justin always encourages open and honest conversation around concerns you might have and ensure we fully discuss the pros and cons of any investment strategy you might utilize.

Your financial goals and personal values are the compass which we use to provide advice that is easy to understand and easy to follow through on. 

Justin is excited to meet with you. He is confident you will find a meaningful relationship together and that consistent communication and encouragement to establish positive momentum will earn your trust in him as your financial advisor.  

My name is Macy Suttman and I am an insurance associate specializing in life insurance at Suttman-Denholm Financial Group. I am currently studying to become a fully licensed financial advisor. I am passionate about life insurance and enjoy being able to help other protect their family while curating plans for present and future needs. I graduated from Kent State with a Bachelors of Business in Economics and an Associate of Arts. In my free time I like to go on walks with my dog, Nino, and work on home improvement projects.