About Econologics Financial Advisors
About Econologics Financial Advisors
Econologics Financial Advisors, LLC (EFA) is a full-service, Federally Registered Investment Advisor firm* and insurance agency providing comprehensive financial planning services nationwide** using a proprietary system called Econologics®.
Our Results-Based Financial Planning® system helps uncover the value of your hard work, enabling you to live life on your own terms.
The bottom line is you’ve made a number of sacrifices to get where you are, and you deserve to reap the benefits of your hard work. Econologics Financial Advisors uncovers and addresses many of the major reasons why private practice owners don’t meet their financial goals.
Our expert team will guide you using our innovative, proprietary tools. Let go of your “I don’t knows” and feel certain of your financial future.
*Registration as an Investment Advisor does not imply any level of skill or training.
**See Legal Disclaimer here for more information.
Meet the Econologics
Financial Advisors Team
Diane N. Hart
Chief Executive Officer, Co-Owner
Eric S. Miller, RFC®
Chief Financial Advisor, Co-Owner
Eric Gersch RFC®
Financial Advisor
Josh Abrahamson, RFC®
Financial Advisor
Zach Abbotoni, RFC®
Financial Advisor
Liam Black, RFC®
Financial Advisor
Mike Samulski, RFC®
Financial Advisor
Michael Tancreti
Paraplanner
Cheryl Fisher
Financial Planner Service Assistant
Cody Goldstein
Sales Manager
Ronda LeBlanc
Senior Sales Assistant
Brandon Marsh
Office Manager
Mendy Heinz
Director of Marketing
Annette Jonsson
Director of Business Development
Joseph Esposito
Director of Delivery
Frank Schiro, RFC®
Director of Operations
Rebecca Smith
Paraplanner Assistant
Anthony Steele
Financial Planner Assistant