We have a professional and courteous support staff that helps to ensure all requests are addressed promptly and efficiently.
Jonee is Karl’s executive assistant and supports Karl as he helps clients navigate toward their financial goals. She partners with Cambridge and Flexible Benefit Systems regarding individual and 401(k) accounts. She enjoys fostering close relationships with all of Karl’s clients, many of whom count on Jonee’s expertise.
A US Navy Veteran, and former assistant to Dick Clauss, Jonee came on board EFG in 2002. Jonee enjoys cooking with her husband, Daniel, watching NASCAR, traveling, and spending time with her beloved pets.
Shirley joined EFG in October 2014, and works part time assisting the Wadsworth office staff in a variety of ways. Shirley’s previous experience in human resources has been beneficial in supporting the trust and compassion that Karl values for our clients. She has contributed immensely to office organization and procedures.
When not working she enjoys spending time with her husband, family, and friends. She also likes to spend time walking, reading and scrapbooking.
Marli, along with her late husband, Bill, co-founded Elsass Financial Group. Marli is located in our Wadsworth office and is responsible for appointment scheduling and death/disability insurance claims. Along with her other duties, Marli is the historian who helps us with the local, family and business history, both of EFG and of the area. She also serves as the face and voice of hospitality at EFG.
At Grace Lutheran Church, Marli sings in the choir and is active with hospitality by providing meals for church members in times of need. In addition, one day a week Marli volunteers to help her daughter, Lynn, who is a special education teacher, with various classroom projects. She also enjoys sewing and all kinds of needlework.
Cheryl joined Elsass Financial Group as Kevin’s administrative assistant in September 2004. She currently works four days a week in the Canfield office. Her organizational, administrative, and people skills allow her to work along with Kevin in helping his clients maintain and plan for their financial future. She enjoys putting together the seasonal newsletters that provide beneficial information to our clients.
Outside of the office, Cheryl values the time she spends with her family. She enjoys camping, boating, and just hanging out with her husband and children.