With nearly two decades of experience in financial services, Cheryl Norman’s practice has a diverse national client base with a focus on the northern tier of Ohio. Her attention to detail and dedication to her client’s economic well-being has developed into a proficiency in working with individuals who want to apply a detailed and methodical approach as they build their personal financial plan.

Cheryl can guide you in putting the proper financial approach and tools in place for your individual situation. She is an advisor who will be with you as you navigate through the milestones in your life. She will take an expansive look at where you are now and assist you in developing a plan to reach your goals. Cheryl is committed to providing consistent service and communication. In particular, on-going monitoring of your strategy and financial portfolio is a vital component of the service that Cheryl will provide to assist with the pursuit of your financial goals.

Cheryl’s areas of concentration include investment portfolio design, retirement strategies (both accumulation and distribution), college education planning, and risk management analysis (life insurance, long-term care, disability income.)

Contact Cheryl

[email protected]
(877) 842-9535

As a dedicated Certified Financial Planner™, James purposefully strives to provide insightful guidance, honesty, and a client-first approach to the planning he offers his clients.

With a career spanning over a decade, James has honed his craft and earned the trust of clients seeking clarity amidst the complexities of individual financial planning and understanding the investment markets. His journey led him to Flagship Capital Advisors in 2024, where he brings his wealth of experience and unwavering commitment to serving clients who desire an individualized approach to building their financial plan.

James’ career is more than just numbers and portfolios; it’s about people. He thrives on being the voice of his clients, translating intricate financial concepts into actionable strategies tailored to each individual’s unique goals and aspirations. Whether it’s planning for retirement, investing wisely, or navigating life’s financial milestones, James is there every step of the way.

When you work with James, you’re not just getting a financial planner; you’re gaining a trusted partner dedicated to your financial well-being.

Contact James

[email protected]
(330) 754-2826

A seasoned operations professional committed to client service and satisfaction, Nicholas brings a wealth of knowledge and experience to this role as director of operations. He rejoined Flagship Capital Advisors in 2023 after working in operations, account management and production for more than a decade in the advertising industry. This experience has given Nicholas unique insight into every aspect of client service, as well as the expertise to ensure our behind-the-scenes processes and procedures run smoothly. A demonstrated leader, in Nicholas’ hands, clients can rest assured he will do the utmost to meet and exceed their expectations on the journey to realizing their financial goals.

Contact Nicholas

Ashley assists with beneficiary changes, name changes, checking account changes, etc.

Ashley is dedicated to being a resource to provide timely responses to client service needs.

Contact Ashley