David Gollner

David Gollner, Managing Director

David graduated with a B.A. from Youngstown State University. He has helped seniors in western Pennsylvania and eastern Ohio manage, protect and enjoy their nest eggs for 44 years. David is a Master Certified Estate PlannerTM, Life Underwriting Training Council Fellow, a Registered Financial Consultant, and a graduate of the IRA Institute to name just a few of his designations.  

He is an associate member of the American Bar Association, the Mahoning-Shenango Valley Estate Planning Council, Shenango Valley Chamber of Commerce, Better Business Bureau,an approved member of the National Ethics BureauTM, and the National Institute of Certified Estate Planners. David is a popular speaker throughout the area teaching seniors to take control of their investments, income taxes, and their futures.

Phone (724) 983-1617 or (800) 264-4963 ext. 104  


Sherry Marini

Sherri Marini Managing Director

Sherri Marini BA, MPA Certified Estate Planner 

Sherri graduated summa cum laude with a B.A. from Slippery Rock University and a Master's degree from the University of Pittsburgh. She has extensive experience working with the senior population: Care Manager, Mercer County Area Agency on Aging; Director of Social Services and Resident Rights Advocate at a large nursing home; Project Manager for the National Nursing Home Survey and the National Home and Hospice Care Survey; Office of Personnel Management in the National Security Arena; and Claims Representative, Social Security Administration.  

Sherri is a graduate of Long Term Care Consultants and was trained by Phyllis Sheldon, a national expert on the issue of long term care. Sherri has a passion for assisting seniors to maintain maximum choices and control in retirement. She frequently speaks to seniors throughout the area teaching them how to maximize retirement income, leave a legacy for generations to come by proper IRA distribution planning, and how to avoid Medicaid spend-down due to the need for long term care.  

Phone (724) 983-1617 or (800) 264-4963 ext 102  


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