Vault Financial Group

Our Team

Team

Our Team Members

Anthony (Tony) Mercuri, AIF

Accredited Investment Fiduciary

PARTNER /  LPL FINANCIAL ADVISOR
Financial Planning / Tax Management

Tony is our most senior advisor. He has more than 30 years of experience in the financial services industry. In addition to maintaining his Series 7, Series 66, and Life & Health Insurance licenses, Tony is an Accredited Investment Fiduciary. He prides himself on building lasting relationships with his clients, understanding their needs, and providing tailored solutions. He was a frequent guest on the TV show “Golden Opportunities” and an accomplished public speaker. With a vast knowledge base, strong integrity, and years of experience, he has helped many families achieve their financial goals and objectives. Tony is a lifelong Clevelander, has been married to his wife Suzanne for 30 years, and they share two wonderful children, Anthony and Nicholas.

Sean Sargent

Partner / LPL Financial Advisor

Sean offers 25 years of experience in the industry. He holds his Series 6 and his Life & Health Insurance licenses. He is a 2000 graduate from Baldwin Wallace University, where he was a member of the men’s basketball team. He graduated with a double major in Business Administration and Sports Management. His attention to detail, good listening skills, and kind demeanor have allowed him to build long-term, successful relationships with his clients. When away from the office, Sean enjoys hiking, biking, and golfing. He lives in Medina with his wife Tiffany, daughter Addison, and their beloved English Bulldog Koda.

Jason Yuhas

Partner / LPL Financial Advisor

Jason offers almost 30 years experience in the finance industry. He worked in the banking industry while earning his degree in Finance from Cleveland State University. Upon graduation, in 2000, he switched to the financial planning industry. At that time he obtained his Series 6, Series 7, and his Life & Health Insurance licenses. Since that time, he has built a successful financial planning business focusing on tax planning and investment strategies. He has built his reputation by living by the Golden Rule of treating his clients as he would like to be treated..

Jonathan Barna, CFP

Certified Financial Planner

Johnny’s main focus with Vault Financial Group is investment and portfolio research and analysis. He is a Certified Financial Planner and maintains his Series 65 license. He graduated from Ohio University where he majored in Accounting, Finance and Business Pre-Law. In addition to his studies, he was also a member of the OU football team. Upon graduation, he entered the financial services industry. He spent one year as an advisor in the 403b industry and then 3 years as a portfolio management analyst focusing on investment research, implementing and monitoring clients’ financial plans, and overseeing client investment allocations.

Aaron Veal

Tax Preparer

Aaron earned a Bachelor’s Degree from Wright State University in 2000. He flourished as a sales professional for many years, eventually moving into management where he managed 100+ employees in 30+ locations and millions of dollars in assets. He migrated to the income tax preparation and financial sector in 2021. He currently maintains his Ohio Life & Health Insurance License as well as his Series 7 License for investments.

Ashley Schneider

Receptionist / Executive Assistant

Ashley brings a strong background in customer service and a passion for helping clients reach their financial goals. She holds her Life, Health, Property & Casualty Insurance Licenses allowing her to support a wide range of client needs with knowledge and care. Outside of work she loves going on walks with her dog, spending time with family and friends and catching a good hockey game.

SHARON VASILEVICIUS

OFFICE MANAGER

LICENSED EXECUTIVE ASSISTANT TO ANTHONY MERCURI

Sharon maintains her Series 7 Securities License while managing the basic day to day operations of the office. She has vast knowledge of all aspects of the financial services industry, as she has 40 years’ experience. Her client service and attention to detail are second to none. She strives to make each client feel as if they are the only client and makes sure we attend to their individual needs. When away from the office she enjoys, swimming, reading, and traveling the globe with her husband Eugene.

SUE KOSEY

RECEPTIONIST

ADMINISTRATIVE ASSISTANT

Sue has a long career as an efficient receptionist and assistant. She has been with us for more than 10 years. In addition to her daily administrative duties she is in charge of organizing and monitoring all of our tax related files and e-files, which is a daunting task during tax season. In her spare time, she spends as much time as possible with her two children. In her spare time, she spends as much time as possible with her daughter, son, and 5 grandchildren.