Partners Financial Group-Partnering together for your financial future
Partners Financial Group-Partnering together for your financial future

Our Team

MEET THE TEAM TO TAKE YOU THERE

When you have the right financial advisor on your side, your life will be prepared to be the way you have always wanted it to be. Meet the team of right financial advisors.
Pete Butler

Pete Butler, CRPC, CLF, brings over 28 years of experience to financial planning and investing. He has worked with several large investment firms, both as an advisor and executive, before deciding to create Partners Financial Group.

Pete’s main focus is developing and maintaining life-long client relationships. He uses a holistic financial planning approach designed around each clients’ individual needs. This approach includes goal setting and tracking, family finances, charitable giving, estate planning, retirement planning and wealth preservation. As important as client relationships, Pete is focused on helping his clients obtain products and services that are competitively priced in today’s marketplace. Outside of the office, Pete enjoys playing golf, watching his daughter play golf, traveling and spending time with family.

Pete lives in Medina, OH with his wife Teresa, daughter Madison.

Sean Hesch

Sean Hesch has served as the CEO of Broadstone Global Insurance Services for the past five years. He has been instrumental in the sale of more than $1 billion in personal and Corporate Owned Life Insurance (COLI). Prior to the forming of Broadstone Global Insurance Services, Sean was a Founding Partner with a firm at LPL and Vice President at an affiliated M Group Firm. Sean enjoys spending time with his wife, Jennifer, and two young sons while residing in Richfield, OH. In his spare time, you will find him enjoying outdoor activities, playing sports, or enjoying an adventure..

David
David Lockman

David is honored to have served his clients financial planning needs since 2001.  Having received his Bachelors of Business Administration in Finance degree from the University of Toledo, David learned early in his career that book economics and emotions don’t always go hand in hand. His passion is in working with his clients in creating their personal strategies to best achieve the life goals that they set forth, often years prior.

Prior to working for an independent wealth management firm, David developed his skill sets through two major insurance and bank entities.   David has educated hundreds of individuals, families, and business owners in the spectrum of tax aware wealth accumulation strategies in addition to asset protection for both living and or estate planning ambitions.

David is married to his wife Sharon, and proud father to his three daughters Rebecca, Amanda, and Marissa. Outside his career he has served on various nonprofit boards including the internationally recognized integrated arts group Dancing Wheels.  Lastly, David enjoys playing softball and trying to pretend like he can swim similar to his competitive days in college!

Teresa Butler

Teresa Butler received her Bachelor of Arts degree from Waynesburg University. She was an elementary school teacher in Maryland for 11 years and worked for Highland Schools after moving to Ohio. Teresa became a member of the Partners Financial Group team in 2015 as a payroll specialist. Teresa is now an office assistant, acting as a liaison between the clients and advisors.

During her time outside the office, Teresa enjoys cooking, traveling, shopping with her daughter, and spending time with her family.

Teresa lives in Medina, OH with her husband Pete and daughter Madison.

 

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