Your Financial Plan is Our Passion
Tolmirós, the Greek word for bold, honors the type of planners we aspire to be and the kind of lives we inspire our clients to live.
Many people sacrifice so much to accumulate their wealth only to get timid when it comes time to spend it. We will identify your goals and set a course to accomplish them with confidence. Then we will encourage you to live your absolute best life.
Jonathan Lapine, CPA, CFP®
Partner and Financial Planner
Ryan J. Glinn, MBA, CFP®, CLTC, NSSA®
Partner and Financial Planner
Amanda Farmer
Director of Client Service & Onboarding
Caitlin Ady
Director of Operations & Client Experience
Shawn Lease
Client Experience Specialist
John Bates
Financial Planner
Kathy Huston
Office Manager
Mason Glinn
Client Experience Specialist
Cade Kreps
Financial Analyst
Kayla Lubert
Administrative Assistant
Jonathan Lapine, CPA, CFP®
Partner and Financial Planner
Jonathan has always been curious. That curiosity led him to various career paths early on as his passion for history sent him on a course to become a history teacher. Shortly after arriving at college emerged a desire to create things, where a mentor steered him toward learning the accounting discipline.
He graduated with an Accounting degree from Ohio State University and worked various jobs as an auditor and in corporate finance before joining his father-in-law, Andy Moyer, as a financial planner. Andy and his partner, Ted Dumas, were pioneers as some of the first planners in Northeast Ohio to lean into financial plans and transparent advisory fees to build a vibrant business. That wisdom remains a constant at Tolmiros to this day.
Jonathan has relished the opportunity to mix his finance disciplines with his curiosity and creativity when designing his client’s financial framework. His ability to see things that don’t yet exist fosters his creative solutions to complex financial riddles.
It’s Jonathan’s high school sweetheart and wife, Julie, who inspired much of Tolmiros’ unique mission. A CPA by trade, Julie’s hobby is Health and Wellness, studying the topic with vigor. Julie and Jonathan have two beautiful children, Hannah and Benny, and live in Hudson Ohio. They hope to someday spend some of the year in a 2nd home in Greece, enjoying the sunshine, fresh food and blue sea.
Ryan J. Glinn, MBA, CFP®, CLTC, NSSA®
Partner and Financial Planner
Born and raised in Warren, OH, Ryan began his financial planning career in 2015 while pursuing his Masters of Business Administration degree in both Finance and International Business at Kent State University. He obtained his bachelor’s degree from The Ohio State University and is a graduate of Howland High School.
Many coaches and teachers had a positive impact on Ryan during his youth, which helped inspire him to pursue the “financial coach” role he holds now. Ryan is passionate about the negative impact financial anxiety can have on overall health. One of Tolmiros’ guiding missions is to remove financial angst from client’s lives. Ryan believes a strong financial plan is the key to unlocking true financial freedom, reducing financial related anxiety, and providing a permission structure for clients to tune out the noise of the 24-hour news cycle and maximize their one best financial life.
Ryan met the love of his life, Lauren, while working together in the financial services industry in North Canton. Lauren played soccer for Walsh University and has a passion for fitness. Ryan and Lauren have three young children. Their two daughters, Cavanaugh and Lottie, and son, Bodhi, keep them busy reading, coloring, wrestling, and building forts in their spare time.
Ryan serves on the board of the Howland Community Scholarships Foundation. He is a Cleveland and Buckeye sports fan. Ryan is an avid fisherman and has recently discovered a passion for fly fishing and fly tying. His bucket list trip is to chase Giant Trevally on the flats of the Seychelles off the East African coast.
Amanda Farmer
Director of Client Service & Onboarding
Amanda is a lifelong Trumbull County resident who began her career in the finance industry in 2008 with Dumas & Moyer. While working for Dumas & Moyer, she pursued an education at Youngstown State University where she obtained a Bachelor of Science in Applied Science in 2012.
For the fifteen years that she has worked with our clients, Amanda’s position has been tailored to Client Service. She is currently the Director of Client Service & Onboarding while also assisting with new business and service requests.
Outside of Tolmiros, Amanda teaches competitive dance. This is something she is very passionate about and has done for 10 years. She enjoys spending time with her nieces and attending their extracurricular activities, traveling, reading, and attending shows and concerts.
Caitlin Ady
Director of Operations & Client Experience
While pursuing her college education at Kent State University, Caitlin worked in management in the retail sector, which sparked a desire for her to learn more about business. In 2015, she obtained an Associate of Arts degree and, after a brief change in majors, received her Bachelor of Business Administration in 2017. Immediately following graduation, she began a career path in banking which led her to a position in Wealth Management in 2021.
Currently she is the Director of Operations & Client Experience at Tolmiros. With Caitlin’s love for organization and structure, combined with her business and management experience, she strives to implement processes that benefit our clients and team in the best ways possible. She oversees all departments within the company while also providing support and assistance to the entire team.
Caitlin met her husband, Mark, in 2011 during her college years. Mark has worked for RaeArc Industries for 8 years, where he is now the Supportive Employment Director. Being lifelong residents of the Mahoning Valley, they purchased their first home in Austintown, OH in 2020 where they enjoy doing DIY projects and spending time with family and friends. In her spare time, Caitlin enjoys going to concerts, reading, binge-watching Netflix series, and spending time outdoors.
Shawn Lease
Client Experience Specialist
Shawn has spent a large part of her life in NE Ohio. She is a 2007 graduate of Youngstown State University, where she obtained her Bachelor of Science in Health and Nutrition. She spent her first 7 years out of college as an insurance agent, and then she expanded her knowledge by venturing into the banking world. That experience led her to the financial industry, where she began working as an Administrative Assistant in 2017. Shawn is currently a Client Experience Specialist at Tolmiros. Her day consists of assisting our clients and advisors with all service-related items. Her previous job experience provided her with the excellent communication and organizational skills that she utilizes every day as a part of our team. She is the friendly face and/or voice our clients can rely on to service all their requests. Shawn resides in Salem, OH with her husband Tad and their 2 sons, Garrett, and Gavin. In her spare time, she enjoys photography, crafting, working on her father-in-law’s farm, and watching her sons participate in sports and 4-H events.
John Bates
Financial Planner
John started at our firm as an intern and quickly earned a full-time position upon graduating from Youngstown State in 2021. He works directly with our clients and the Lead Advisors to craft financial plans and review investments while taking a leadership role in servicing Tolmiros’ 401(k)’s and other qualified plans. John is currently working toward his CFP® designation.
John earned a Bachelor of Business Administration, with a focus in Financial Planning and a minor in Marketing. He currently sits on the alumni board of his collegiate fraternity, Theta Chi Fraternity, as the Treasurer.
In his spare time, John enjoys spending time with his family and friends and staying active by going to the gym, playing golf and being part of summer league soccer teams.
Kathy Huston
Office Manager
Kathy has been working as an Administrative Assistant in the finance industry for over 13 years. She currently holds the position of Office Manager for Tolmiros. Kathy coordinates scheduling client reviews along with managing the internal company calendar. She is the friendly face our clients are greeted with when they enter our Howland office and the familiar voice our clients hear when they call.
Kathy is a lifelong resident of Trumbull County and currently resides in Cortland, OH alongside her husband of 39 years, Mark. They have 2 wonderful adult children, Taylor and Aaron.
Kathy and Mark are avid travelers. They have experienced some of the most beautiful countries and picturesque scenery, with Kathy’s favorite to date being Aruba. Aside from traveling, Kathy enjoys pilates, bowling, and spending time with friends and family.
Mason Glinn
Client Experience Specialist
Mason graduated from Youngstown State University in December of 2021, earning a BSBA with a major in Management and a Minor in Marketing. Since starting as an intern in the Wealth Management industry, he has committed to a career in Investment Management and has continued studies in the finance space after graduation.
With Tolmiros, Mason is growing his understanding of the investment industry by assisting the financial advisors in building investment proposals and financial plans for clients.
In his time spent outside the office, Mason loves to play golf, spend time with family, and take trips to sporting events with his brother, Landon. He also coaches Speech and Debate at his alma mater, Howland High School.
Cade Kreps
Financial Analyst
Cade is a Youngstown native who graduated from Youngstown State University in 2022 with a BSBA in Finance, and then earned his MBA in 2023. During his time as a student, Cade was on the YSU Golf Team where he excelled for not only his talent but his sportsmanship. During his years on the Golf Team, he was the SAAC (Student-Athlete Advisory Committee) Representative as well as being part of the College Sports Communicators All District Team, which recognizes student-athletes for their combined performances on the field and in the classroom.
Prior to Cade’s current position at Tolmiros, where he works as a Financial Analyst, he worked as a finance intern for 1 year in the Wealth Management sector. He is eager to expand his skillset and work towards obtaining his CFP® certification.
In his spare time, Cade enjoys spending time with friends and family, playing golf, and is an avid Cleveland sports fan.
Kayla Lubert
Administrative Assistant
Kayla was born in Atlanta, Georgia and has lived in Pittsburgh, Pennsylvania for 20 years. After spending 2 years at Duquesne University, she went to Arizona State University where she graduated in 2023 with a bachelor’s degree in marketing. She spent 4 years working at a coffee shop and a year as a realtor. Providing optimal customer service and brightening people’s day is what she strives for.
Currently Kayla is an Administrative Assistant for Tolmiros. She provides top-tier support to the advisory team to allow those who support our clients more time to do exactly that. She performs a variety of daily tasks and is always willing to lend a helping hand.
Outside of work Kayla likes to scrapbook, travel, game, and spend time with loved ones. In the future she would like to dive deeper into the culinary world and start volunteering more in the community.
Our Extended Commonwealth Teams
Our affiliation with Commonwealth Financial Network® gives us access to teams of investment research specialists, retirement professionals, and advanced financial planning specialists, to help us better serve your needs. Use the link below to learn more about our support teams.
