MEET YOUR GUIDES
We’ll be with you every step of the way,
no matter where you are on your retirement journey.
GREGORY MYERS
Founder/Principal
Greg Myers is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
Greg got his start in the industry in 2008 when he joined Employee Benefits International as a Senior Consultant promoting group health, wellness, life and disability plans. Wanting to educate clients on their retirement options, he began holding retirement workshops for individuals in 2016. He went on to form Myers Capital Advisors in 2018, where he could focus on helping clients with their individual retirement needs.
Greg acquired his licenses in life, health, annuities, accident and variable products in 2007 and is licensed in Ohio, Michigan and Pennsylvania. He earned his Bachelor of Science in Business Administration at Bowling Green State University.
Greg and his wife have been married for 25 years and have four children. When not in the office, he enjoys golf and other outdoor activities, traveling and spending time with his family.
Sarah brings over a decade of marketing expertise, excelling in building strong, lasting client relationships. She takes pride in organizing client events and making sure our clients’ financial needs are met.
She grew up in Brunswick and earned a bachelor's degree in public relations from Kent State University.
Outside of work, Sarah cherishes time with her family and friends, especially watching her sons' sporting events, and has a passion for music and dancing.
SARAH ROBERTS
Director of Marketing
JEFF ELLIS
Director of Client Services
