Ribbon Cutting: Lehner, Carroll, Shope, Capital Management

  • Date: Dec 07, 2017 | 10:00 AM - 11:00 AM
  • Address: 4366 Boardman-Canfield Rd, Canfield
  • Contact: Shawn Lease
  • Email: slease@berthelrep.com
  • Phone: 330.356.8929
Lehner Carroll Shope Capital Management specializes in retirement planning and investment portfolio management. The firm’s mission is to assist clients in meeting their financial needs by providing sound financial and investment services, which include investment advisory, retirement planning, alternative investments, annuities, insurance and more.  

President Brian Lehner, CFP CEP has more than 25 years of portfolio management experience, specializing in diversification. Amy J. Shope partnered with Brian in September as executive vice president to open the Canfield location. Amy has been in the financial services industry for more than 20 years.

Lehner Carroll Shope Capital Management provides a wide array of investment styles and specializes in endowment style investing. They firmly believe that every individual or couple is unique and no single investment company or financial account is right for everyone.

Visit lehnershope.com to learn more.