Broker Check

Meet the JL Financial Team

We’re Here for You at Every Step

Meet the financial professionals at JL Financial. We’re dedicated to easing your concerns about not having enough money to thrive in retirement, or maintaining your desired lifestyle when your days of getting a steady paycheck are over. Our approach blends a personalized, efficient service with easy accessibility so you can continue to confidently move towards your goals.

Wealth Management

American Tax Service

Thom Fitzhugh

Thom Fitzhugh

Tax Advisor

Sandy Scott

Sandy Scott

Office Manager & Tax Advisor

Lorain County Tax Service

George Shupp

George Shupp

Tax Advisor

Diane Shupp

Diane Shupp

Tax Advisor

Al Urban

Al Urban Jr.

Tax Advisor

Office Administrators

Linda Goodill

Linda Goodill

Administrative Assistant

Karen VanDenmark

Karen VanDenmark

Office Administrator

Barb Szalay

Barb Szalay

Office Administrator

Shelley Shupp

Shelley Shupp

Office Administrator

Have a Question?

Thank you!
Oops!

Our Approach

Our local expertise allows us to customize your financial plan while minimizing your tax burden.

Our Approach

About Us

We have the local knowledge to help lower your tax burden and build a long-term plan to maximize your savings.

Our Firm

Contact Us

Ready to learn more about how our experienced team can help you pursue your biggest goals? Let’s get started.

Let's Talk