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We’ll be with you every step of the way,
no matter where you are on your retirement journey.
Experienced, Dedicated, Focused

Our team puts you at the center of everything we do.



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.


Charlie loves to build connections with his clients that go beyond just helping them with their financial needs. He enjoys providing guidance, fostering financial literacy and building long-term relationships based on trust.

“My entrance into the financial industry was sparked by a deep fascination for the intricate world of finance and the opportunity it presents to make a significant impact on individuals’ lives,” Charlie says. “This passion was further ignited by the invaluable lessons and mentorship provided by my father, who has an unwavering dedication to helping clients pursue financial prosperity.”

Charlie has an associate degree from Cuyahoga Community College. As a financial professional who can offer insurance products, Charlie has witnessed firsthand how a comprehensive financial strategy can transform a person’s life. He offers retirement planning services aimed at guiding individuals toward their financial goals.

Charlie has two older brothers (one is his twin), a younger sister he would do anything for, as well as two cats and two dogs. He also appreciates his two loving parents more than they know.

Other than hanging out with his family, Charlie’s favorite thing to do away from the office is sleep. He also likes to stay active through sports and trips to the gym.

However, if there’s one thing Charlie wants you to know it is that he “has always been and will always be a Cleveland Browns fan.” #DawgPound


Financial Professional


Bringing more than 35 years of industry experience to the Myers Capital Advisors team, Kim’s greatest professional joy is helping clients with their financial needs and transactions so they can enjoy retirement and confidently pursue their dreams.

Kim has four adult sons, as well as a grandson she adores. She also has a cat named Fawn.

A resident of Fairview Park, Ohio, Kim loves spending time with her family. She also enjoys listening to music, reading and doing crossword puzzles.


Director of Client Services


Myers Capital Advisors is all about helping families achieve the retirement they’ve always envisioned, and through his work as marketing coordinator, Matt ensures our message reaches as many of them as possible.

With an emphasis on conceptualizing, implementing and following through on all of our new marketing ideas, Matt also prepares and executes our client events and seminars — if you attend one of these sessions or decide to work with Myers Capital Advisors after they’re over, you’ll likely hear from him personally. Matt, who graduated from the University of Akron with a Bachelor of Business Administration (BBA), also sets appointments, schedules annual reviews and manages our databases, among other duties.

Matt and his wife, Morgan, live in Medina, Ohio, with their dog, Elvis. When he’s not in the office, Matt enjoys recording music in his studio, attending concerts and sporting events and visiting breweries throughout Ohio.


Marketing Coordinator


It’s never too early — or too late — to take control of your financial future.