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
Chief Financial Advisor, Co-Owner


Eric Gersch
Financial Advisor

Josh Abrahamson
Financial Advisor

Zach Abbotoni
Financial Advisor

Liam Black
Financial Advisor

Mendy Frost Heinz
Director of Marketing & Sales

Annette Jonsson
Director of Business Development

Joseph Esposito
Director of Delivery

Frank Schiro
Director of Operations

Cody Goldstein
Econologics Specialist

Ronda LeBlanc
Econologics Specialist

Cheryl Fisher
Financial Planner Service Assistant

Mike Samulski
Financial Planner Associate

Michael Tancreti
Paraplanner Associate

Brandon Marsh
Financial Planner Assistant

Donna Roberts
Sales Concierge

Rebecca Johnson
Office Manager