Meet Our Team - ECONOLOGICS FINANCIAL ADVISORS

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

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Diane N. Hart

Chief Executive Officer, Co-Owner

As a former occupational therapist in private practice, Diane knows what it takes to help healthcare business owners achieve financial success. She’s a graduate of the Ohio State University and spends her free time kayaking, hiking, cooking, traveling, and relaxing with her cats, Stella and Izzy.

Eric S. Miller, RFC®

Chief Financial Advisor, Co-Owner

For Eric, there’s no greater feeling that inspiring practice owners and helping them eliminate financial uncertainty. His specialty is creating and implementing the Econologics Roadmap and ARMoR annual reviews for clients, allowing them to reach their goals now and far into the future.
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Eric Gersch RFC®

Financial Advisor

Josh Abrahamson, RFC®

Financial Advisor

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Zach Abbotoni, RFC®

Financial Advisor

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Liam Black, RFC®

Financial Advisor

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Mike Samulski, RFC®

Financial Advisor

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Michael Tancreti

Paraplanner

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Cheryl Fisher

Financial Planner Service Assistant

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Cody Goldstein

Sales Manager

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Ronda LeBlanc

Senior Sales Assistant

Brandon Marsh

Brandon Marsh

Office Manager

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Mendy Heinz

Director of Marketing

Annette

Annette Jonsson

Director of Business Development

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Joseph Esposito

Director of Delivery

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Frank Schiro, RFC®

Director of Operations

Now hiring

NOW HIRING

Paraplanner Associate

Now hiring

NOW HIRING

Financial Planner Assistant