Jacqueline Randall

At JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement. At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of? It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years. We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future. As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them. Ready to ensure your money is set up to actively create the life you want? Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps. Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions. Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track. Schedule your discovery call today!

Jennifer Roneker is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jennifer holds a Bachelor's Degree from Kent State University and has earned the Personal Investment Advisor (PIA) designation. Drawing on personal experience from her family's background in blue collar work, she is dedicated to helping clients ensure their money works effectively to support their retirement goals. Outside of her professional role, Jennifer enjoys reading, traveling, and spending time with her family.

Anthoula Poleondakis is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she collaborates with families and institutions to identify, implement, and pursue diverse financial objectives tailored to their needs. Her client focus areas include education planning, family wealth management strategies, institutional investment consulting, socially responsible and values-based investing, and services for endowments, foundations, and non-profits. Antha holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation, the latter of which she earned after completing the accredited certificate program at The Wharton School of Business. She received her Bachelor of Science degree in Finance, with a concentration in Financial Planning and Real Estate Finance, from The University of Akron. Additionally, she holds the Personal Investment Advisor (PIA) designation. She serves as a board member of the Akron Community Foundation and is actively involved with the Akron Community Foundation Women's Endowment Fund. Outside of her professional activities, Antha’s personal interests include adventure sports, basketball, boating, cooking, horseback riding, scuba diving, skiing, surfing, traveling, and spending time with her family.