JPS Financial, LLC

Nancy Oktavec is a financial advisor with JPS Financial, LLC in Westlake, Ohio, holding 12 years of industry experience. She has been with JPS Financial since 2013. JPS Financial provides investment advisory services to individuals, including high-net-worth clients, business owners, professionals, corporate executives, and retirees, as well as pension and profit-sharing plans. The firm customizes strategies based on client objectives and risk tolerance, using fundamental analysis and a combination of long- and short-term approaches, and offers services such as portfolio management, financial planning, and pension consulting with participant education.

Gregory Pinter is a CFP® and CFA® with 21 years of industry experience, currently serving as an advisor at JPS Financial, LLC since 2004. He holds a Series 63 license and is based in Westlake, Ohio. Outside of his advisory role, he is involved in the sale of various insurance products including group life, disability, and long-term care insurance through multiple carriers. JPS Financial, LLC provides investment advisory services to individuals such as high-net-worth clients, business owners, professionals, and retirees, as well as pension and profit-sharing plans. The firm employs a tailored investment approach combining fundamental analysis with both long- and short-term strategies, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting services.

John Pinter is a ChFC®-designated financial advisor with 23 years of experience, currently serving at JPS Financial, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Westlake, Ohio. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, and fixed annuities, as well as servicing short- and long-term care disability policies. JPS Financial, LLC provides investment advisory services to individuals, including high-net-worth clients, business owners, professionals, corporate executives, and retirees, as well as pension and profit-sharing plans. The firm employs a tailored investment approach combining fundamental analysis and both long- and short-term strategies, offering discretionary and non-discretionary portfolio management alongside financial and pension consulting services.

Stephen Pinter is a financial advisor with JPS Financial, LLC, holding a Series 63 designation and 19 years of industry experience. He has been with JPS Financial since 2005. Outside of his advisory role, he is involved in insurance brokerage, selling fixed term life, whole life, disability, fixed annuities, and long-term care products through multiple insurance firms. JPS Financial, LLC provides investment advisory services to individuals, business owners, professionals, corporate executives, retirees, and pension plans. The firm offers customized portfolio management, financial planning, and pension consulting, employing fundamental analysis and a combination of long- and short-term investment approaches.