Team

Joshua Lorek, CFP

Wealth Advisor

440-333-0998

Joshua P. Lorek is an advisor at Ohio Investment Partners with over 20 years of experience in the financial planning field. He has extensive experience in asset management, financial planning, insurance, retirement planning and...

Steve Sowers

Wealth Advisor

(440) 333-9700

216-369-6806

440-333-0998

steve@oh-invest.com

Financial advisor and partner specializing in holistic planning, tax-efficient strategies, philanthropic planning, corporate retirement plans, and thoughtful multi-generational wealth stewardship.

Matthew Rohde

Wealth Advisor

440-333-1151

440-230-6203

matt@oh-invest.com

Matthew Rohde earned his Bachelor of Science in Finance from the University of Toledo in December 1999. While attending college, Matt gained his first exposure to the financial industry as an intern with a local financial services firm...

Alesia Allen

Client Service Associate

440-333-1151

alesia@oh-invest.com

Alesia Allen has over 25 years of experience in the industry, having worked for multiple firms in various positions. Alesia started her career with Merrill Lynch in their institutional department and has also worked for Dean Witter in...

David Johnson

Wealth Advisor

(330) 409-2800

davidj@oh-invest.com

Alexis Firment

Client Relationship Manager

440-333-1151

Alexis@OH-Invest.com

Alexis Firment earned her Bachelor’s degree in Education and Educational Statistics from Slippery Rock University in 2022. Following graduation, Alexis began her professional career in education, teaching middle school in South...

Annette Pejeau

Financial Advisor

440-333-1151

440-325-0774

Annette.Pejeau@lpl.com

With a career transition in 2024, Annette Pejeau brought more than 33 years of experience in the healthcare financial sector to her role as a Financial Advisor. After being a valued client of Ohio Investment Partners for 22 years,...

Estelle Burgess

Client Service Manager

440-333-1151

440-325-0255

Estelle@OH-invest.com

Matthew Rising

Client Relationship Manager

440-333-1151

440-276-0351

440-333-0998

Matthew.Rising@lpl.com

Matthew Rising helps individuals navigate their financial journeys with confidence. From planning for retirement and creating sustainable income strategies to managing day-to-day financial decisions, he provides clear, personalized...

Preston DiMarco

Client Relationship Manager

440-353-9700

440-209-2141

440-333-0998

Preston@OH-Invest.com

Preston L. DiMarco serves as a Financial Advisor and Client Relationship Manager, working with both individuals and businesses to help them pursue their financial goals. Whether clients are just beginning their financial journey,...

Robin Johnson, CPA

Wealth Advisor

216-410-4354

Robin@OH-Invest.com

Robin Johnson received her Bachelor of Business Administration (BBA) from Cleveland State University in December 1992 and her CPA License in September 1994. She has extensive experience in tax from working as a Tax Manager at a...