Meet The Team

Financial advisors committed to your financial success

The DMG Group, a financial services firm located in Willoughby, Ohio, is dedicated to helping individual and business clients in the Greater Cleveland area achieve clear, meaningful wealth management goals. We have been providing stability and reliability to our clients since 1859, by helping them achieve their goals with confidence. Rooted in the belief that a properly designed financial plan leads to success, DMG's financial advisors work to take a comprehensive approach to secure your financial future.

Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm's reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement. Our goal is simple: to provide innovative and practical financial programs for our valued clients by using our 5 step process:

Assess your current financial situation
Gather information and establish your priorities
Present and discuss our analysis and future steps
Select products and services that fit your best interest
Review any necessary changes and enhancements that may be needed

Our Services:

Financial Planning
Investment Accounts
Life Insurance
Education Planning
Tax Planning
Estate Planning
Business Benefits
Retirement Pension
Planning Social Security Maximization

Our Team

Adam R. Lulow CRES, CEPA

Financial Advisor

(440) 942-8863

(440) 942-8873

adam.lulow@equitable.com

I currently hold my FINRA series 7, 66, 24, variable, life and health insurance licenses. I am an Investment Advisor Representative (IAR) and am currently working on obtaining further education to better serve our clients. I...

Craig Voorhees

Retirement Benefits Specialist

(440) 942-8863

(440) 942-8873

craig.voorhees@equitable.com

Craig Voorhees is a financial professional who provides financial planning, wealth preservation and management, and estate strategies through a broad range of financial products and services. As a registered representative with...

Francis Vitale

Retirement Benefits Specialist, Tax Sheltered Plans

(440) 942-8863

(440) 942-8873

francis.vitale@equitable.com

As a financial professional with Equitable Advisors, Frank Vitale utilizes a process of education and consultation to help clients work toward addressing their financial goals through customized strategies for each of his clients....

Nick Baase, CRES

Financial Professional

(716) 913-4752

nicholas.baase@equitable.com

At Equitable Advisors, I help individuals through an all-inclusive planning approach. Equitable’s services allows me to serve all of my client’s needs ranging from life insurance, retirement & estate planning strategies,...

Eric Heilmann, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

eric.heilmann@equitable.com

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial...

Jacqueline Burk

Executive Assistant

440-942-8863

440-942-8873

jackie.burk@thedmggroup.com

Jacqueline Burk provides administrative support services only.

Josette Trivisonno

Office Manager

440-942-8863

440-942-8873

josette.trivisonno@thedmggroup.com

Josette Trivisonno provides administrative support services only.