Category: Advisors

Glen.Crabtree@symphony-financial.com

Glen is passionate about helping individuals, families, and business owners make confident financial decisions through personalized, relationship-driven planning. He believes financial advice should be tailored to each client’s unique goals and values, creating strategies that evolve as life changes. He joined the financial services industry in 2022 and holds his Series 6, 63, and life and health licenses through LPL Financial. He is committed to lifelong education to better serve his clients with up-to-date comprehensive financial guidance.

Glen earned his MBA from the University of Northwestern Ohio in 2022 after completing his bachelor’s degree from Lourdes University in Sylvania, Ohio. He played 5 years of college baseball and served as a graduate assistant coach while earning his MBA. His background in team environments, combined with his experience in the financial services industry, allows him to provide thoughtful guidance and problem-solving with a winning mindset.

Outside of work, he has a home in North Canton with his fiancée, Audrey, and their cat, S’mores. In his free time, he enjoys cheering for Cleveland sports teams and THE Ohio State Buckeyes, attempting to golf, and spending time with Audrey, friends, and family.

dan.auble@symphony-financial.com

Dan has a strong background in relationship management and goal-based financial planning. He earned his degree in Finance and Economics, with a minor in Marketing, from Capital University. Dan began his career in banking and wealth management, where he quickly built a reputation for helping clients align their financial strategies with their long-term goals. He holds his SIE and Series 7 through LPL Financial and his Series 66 through Symphony Financial Services, Inc.

Prior to joining Symphony, Dan served as a private client advisor, where he worked closely with both new and existing clients to develop comprehensive financial plans, manage investments, and provide ongoing portfolio guidance. He has experience supporting multiple branches, growing client relationships, and identifying new opportunities through proactive planning and service. His disciplined approach and commitment to client success have contributed to significant asset growth and recognition for performance.

Outside of the office, Dan is highly active and community-oriented. A former collegiate basketball player, he continues to play in competitive leagues and stays involved in coaching and player development. He enjoys golf, running, and strength training, with a goal of completing his first marathon. Dan values time with his large, close-knit family and enjoys traveling for gatherings, hosting competitive game nights, and exploring new restaurants throughout the Cleveland area.

Jim Jones was born in Alton, Illinois, to Hubert and Betty (Edwards) Jones. He graduated from Jerseyville High School in 1988 and went on to attend Western Illinois University, where he earned a degree in Finance in 1992. Following graduation, Jim began a 32-year career as a financial advisor with Ameriprise Financial.

During that time, he met the love of his life, Sherrie (Smith) Jones, on a blind date in St. Louis, Missouri. The two were married in 1995 at St. Gerard Majella Catholic Church in Kirkwood, Missouri, beginning a life together centered on family, faith, and shared experiences.

In 1998, Jim transitioned into a management role in Palm Harbor, Florida. During their five years there, Jim and Sherrie welcomed three children and built lasting friendships and cherished memories. In 2003, Jim relocated his family to Sherrie’s hometown of Akron, Ohio, where they continued to grow their roots.

After nearly 25 years with Ameriprise, Jim later joined Symphony Financial (LPL), where he continued to serve clients and build meaningful relationships. Throughout his career, he formed many lasting personal and professional friendships that enriched his life and will always be treasured.

Jim had a remarkable ability to bring ease, joy, and laughter to any situation. His charismatic and genuine nature made him someone people naturally gravitated toward. If you knew Jim, you knew you could count on him—no matter how big or small the need.

He found his greatest joy in spending time with family and friends, often cheering on his favorite sports teams. Whether boating during Ohio summers or enjoying hunting trips in Illinois, Jim embraced life fully and shared those experiences with the people he loved. A devoted father, he coached football, supported his children’s many activities, and took pride in introducing them to new interests, including beekeeping.

Jim is survived by his wife of 28 years, Sherrie; their three children, Leah, Anamarie, and Rick; his brothers, John (Mary) Jones and Bob (Kim) Jones; his sister, Nancy Jones; and many loving nieces, nephews, and friends. He was preceded in death by his parents and his brother-in-law, Paul Jones.

mike.laufman@symphony-financial.com

Mike has over five years of experience in comprehensive financial planning, investment strategies, and client relationship management. He focuses on helping individuals and families build long-term financial confidence and independence through personalized, goals-based planning.

Mike is known for his highly personal approach, taking the time to understand each client’s goals, values, and unique circumstances. He is committed to building lasting relationships and providing thoughtful guidance to help clients make confident financial decisions.

He began his career in the financial services industry after graduating from Kent State University, where he developed a strong foundation in holistic financial planning, insurance strategies, and investment management. Today, Mike remains dedicated to helping clients pursue their financial goals by seeking trusted, long-term partnerships.

Mike resides in Cleveland’s Ohio City neighborhood with his girlfriend and enjoys golf, playing pool with friends, and exploring the city’s coffee shops, restaurants, and breweries. He is also a passionate fan of the Cleveland Browns and Cleveland sports.

steven.smetana@symphony-financial.com

Steve has more than 15 years of experience in the financial services industry, with a focus on helping individuals and small business owners pursue their financial goals and objectives. He specializes in retirement planning, assisting clients with strategies related to retirement income, preservation, long-term care, and legacy planning.

Steve attended Cleveland State University, where he studied marketing and economics. He earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation in 2015. He joined Symphony Financial in 2016.

He resides in Copley, Ohio, with his wife, Dianne, and is active in the local community and Rotary Club. In his free time, Steve enjoys golf, travel, and spending time with his two adult children and two grandchildren.

Steve is passionate about helping clients achieve financial confidence both now and in retirement. He takes a comprehensive approach to each client’s financial picture—including cash reserves, debt management, investments, preservation, and taxes—asking thoughtful questions and listening carefully to their responses. His goal is to ensure clients feel confident that the advice they receive is aligned with their unique goals and aspirations.

*CRPC conferred by the College for Financial Planning

scott@symphony-financial.com

Scott’s passion for financial planning extends beyond numbers; he is committed to mentoring clients to become better stewards of their resources while helping them preserve what they have built for their families and businesses. He brings strong analytical skills and deep expertise in portfolio analysis, guiding clients in aligning their investments with long-term goals and objectives.

Scott is a graduate of Purdue University, where he earned a degree in Business Administration. He also holds a degree in Flight Technology from Vincennes University and is an FAA Certified Flight Instructor. Throughout his career, Scott has served as a Chief Corporate Pilot, Global IT Administrator, and has more than 25 years of experience serving as a fiduciary.

He resides in Norton, Ohio, with his wife, Gretchen, and their two children, Grant and Elisabeth. Scott is actively involved in his church and local community. In his spare time, he enjoys mentoring young individuals to build strong financial foundations that last a lifetime and beyond. He also mentors pilots in maintaining their certifications and regularly instructs drivers at high-performance driving events held at some of the most well-known tracks in the United States.

paul.sansonette@symphony-financial.com

Paul has more than 20 years of experience in the financial services industry, working with individuals and small business owners to help them pursue their financial goals and objectives. He has a strong focus on retirement planning, guiding clients through the preparation process and providing ongoing support throughout their retirement years.

Paul attended the University of Akron, where he studied economics. He further advanced his professional expertise by earning the Certified Retirement Counselor designation in 2000. He joined Symphony Financial Services in 2002.

Paul resides in Medina, Ohio, with his cat, Smudge, where he enjoys spending time with family and friends in his free time.

mark.millar@symphony-financial.com

Mark has more than 30 years of experience in the financial services industry, where he is dedicated to helping individuals meet their financial needs through thoughtful, long-term investment planning. He develops personalized strategies based on each client’s goals and risk tolerance. His extensive experience, spanning multiple market cycles, enables him to help clients build balanced portfolios designed to support their specific financial objectives.

Mark earned his Bachelor’s degree in Business Administration with a major in Finance from The Ohio State University in 1981. He began his career as a financial advisor with E.F. Hutton and joined Symphony Financial Services in 2020. He continues to serve investors in the Akron area and is committed to helping them pursue their financial goals for years to come.

Mark is licensed in Ohio for Life and Health Insurance and Annuities and holds FINRA Series 3, 6, 7, and 63 securities registrations through LPL Financial as well as the Series 65 through Symphony Financial Services, Inc.

He resides in Bath, Ohio, with his wife, Paula. In his spare time, Mark enjoys spending time with his children and grandchildren, as well as golfing, gardening, and studying history.

Spencer@symphony-financial.com

Spencer brings more than twenty years of wealth management experience serving individuals, families, and businesses. He began his career in the financial industry in 1989 with Prudential Insurance, where he developed a strong foundation in insurance planning, an important component of a comprehensive financial strategy.

In 1995, Spencer became a financial advisor with Prudential Securities, the firm’s brokerage subsidiary, where he spent a total of eleven years. He continued to expand his expertise in 2000 when he joined Smith Barney as a financial planning specialist, working closely with clients to develop personalized financial strategies. Spencer joined Symphony Financial Services Inc. in late 2009.

Spencer specializes in helping retirees create highly predictable income streams. He takes a disciplined, risk-aware approach, carefully evaluating each client’s goals to design investment strategies aligned with their long-term objectives. Through ongoing monitoring and regular reviews, he remains a consistent and accessible source of guidance for his clients.

He is licensed in Ohio for Life and Health Insurance and Annuities and holds FINRA Series 7 and 63 securities registrations through LPL Financial as well as the Series 65 through Symphony Financial Services, Inc.

Spencer resides in Hinckley, Ohio, with his fiancée, Cheri, and their dog, Penny. In his free time, he enjoys fishing on Lake Erie.