Our Advisors
Our Advisors
Our Advisors
The PrimeVision Team
PrimeVision Financial Group’s advisors come from a variety of personal and professional backgrounds. Because many of our advisors were first introduced to the firm as clients, they have a unique understanding of the needs and goals of our clientele. When one examines the way that our advisors work, it is clear that they have walked a mile in the other person’s shoes.
Ketan Parekh
Founder PrimeVision Financial Group
Registered Principal and Financial Advisor
Ketan holds Series 6, 63, 65, & 26 investment licenses. As an engineer with three degrees, Ketan was frustrated with the financial advice he was receiving as a consumer. He joined the financial services industry in 1993, and now serves clients in multiple states. He’s passionate about making a difference in people’s lives and educating them about finances — so that they can make more informed financial decisions. Over the years, Ketan has provided important input on various components of the investments and client solutions business. Ketan co-founded a leadership program called g2G (Girls to Greatness) at Our Lady of the Elms School. Ketan still volunteers in school as well as community organizations. Married since 1991, he and his wife love to travel with their three children. They now live in Dublin, Ohio.
Kyle Roberts
Regional Vice President
Registered Principal and Financial Advisor
Kyle holds Series 6, 63, 65, & 26 investment licenses. Kyle has over 18 years of experience in the financial services industry and has been with the Primerica since 2001. He has a Bachelors Degree in Family Financial Management from The Ohio State University. Kyle is passionate about helping families and businesses achieve their financial goals; he is dedicated to serving his clients. Kyle enjoys traveling with his wife Amanda and their three boys. Their family lives an active lifestyle and love sports and being outdoors.
Regional Vice President
Registered Principal and Financial Advisor
Kimberly holds Series 6 , 63, 26 investment licenses. Kimberly has over 10 years of experience in the industry, in multiple states. She has been with our organization since 2009. She feels called to educate clients and cultivates life-long relationships with her clients; she works to help each client achieve their financial objectives. Kimberly and her husband have three children. She has been actively involved in church and charitable causes, as well as her children’s schooling, earning a Parent of The Year award. Kimberly and her husband enjoy traveling, boating and playing at nearby parks with the children.
Robert “Bob” Powers
Regional Vice President
Registered Principal and Financial Advisor
Bob holds Series 6, 63, 26 investment licenses. Bob has worked in the financial services industry and working with Primerica since 2003. Before joining the company, he spent 9 years working in the engineering consulting field in tire machine design, injection mold design, and plastic product design before changing careers. His main motivation for the change was to find something he was passionate about doing, which he found in financial services and teaching people the important principals of HOW MONEY WORKS™. He’s been married since 1998 and has two daughters.
Eugene Tsirlin
Regional Vice President
Registered Principal and Financial Advisor
Eugene holds Series 6, 63, & 26 investment licenses. Eugene has been in the financial services industry since 2007. He has extensive experience with retirement plans and investing. Prior to joining the industry, Eugene was in management with various companies including those in the banking, consumer goods, and transportation industries. Eugene has an MBA in Finance from Case Western Reserve University. He lives with his wife and two children in Cleveland, Ohio, and his interests include spending time with family, reading, and traveling.
Vladimir “Vlad” Yerukhimovich
Regional Vice President
Registered Principal and Financial Advisor
Vlad holds Series 6, 63, 26 investment licenses. He has been with the our organization since 1993. Since then Vlad has been making a difference by helping people save money and get on their way to become debt free, properly protected and financially independent. Vlad supports clients in multiple states to help meet their short- and long-term financial goals. He enjoys helping people and loves spending time with his family. Vladimir resides with his wife and two children in Beachwood, Ohio.
Raffaella “Raffi” Owens
Registered Principal and Financial Advisor
Raffi holds Series 6, 26 investment licenses. Raffi was born in Milan, Italy, where she studied languages and earned a Translator/Interpreter degree. She traveled to the U.S. to work and study in 1993 and has lived in northeast Ohio since. She has been working in financial services with our organization since 2011 and has been working as an office manager/relationship manager since 2012. In her spare time, she loves spending time with her family.
Danny Ehmer Jr
Financial Advisor
Danny holds Series 6 investment license. Danny has been working with in the financial services industry since 2002. He graduated from the University of Akron with a Mechanical Engineering degree. Danny has remained inspired to work in financial services because of his passion to serve his clients and further to educate them about finances so that they can work toward achieving their longterm financial goals. He enjoys spending time with his wife and children on the weekend doing educational and outdoor activities.
Bernie Bennett
Registered Principal and Financial Advisor
Bernie holds series 6, 65, 26 investment licenses. Bernie joined our organization in 2017 with the desire to help families achieve financial independence. He graduated from Fairmont State University with a bachelor’s degree in Education. With several years’ experience in the field of education and nearly two decades of administration in the public sector, Bernie brings a unique perspective to the firm. Bernie and his wife Sherri have five children; and he enjoys running, golfing and reading.
Matthew Mize
Financial Advisor
Matt holds Series 6 investment license. Matthew has been in the financial services industry since 2008: he started in our organization at that time and has never left. Although he started his career in the manufacturing field, his desire to learn more about HOW MONEY WORKS™ led him to a career change into financial services. He’s been happily married to his middle school sweetheart since 1998 and they have one son.
Julie Seeley
Registered Principal and Financial Advisor
Julie holds Series 6, 63, 26 investment licenses. Julie has been in the financial services industry working with our organization since 2003. She’s passionate about helping families get properly protected and financially independent. Julie has a background in nursing and sees financial services as an extension of helping families with their financial health. Julie and her husband have been married for 21 years and have two daughters, a granddaughter, and live in West Mansfield, Ohio. She enjoys traveling, biking, swimming, and horseback riding.
For additional information about an investment adviser representative, including licenses and state registrations, please visit www.BrokerCheck.com.
The individuals identified as PrimeVision Financial Group are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.
A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.
The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.
Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.
Primerica representatives are not financial or estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.
Investing entails risk including loss of principal. Past performance is no guarantee of future results.
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