Waypoint Partners
28601 Chagrin Blvd., Suite 300
Cleveland, OH 44122-4500
216.591.2367
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Our Team

James R. Schaffer, Jr., AIF® CRPC®

President | Financial Planner

Phone

216.591.2367

Email Address

James.Schaffer@LFG.com

Jim has consistently achieved Lincoln Financial Advisors Corp. highest performance awards, and top industry recognition for outstanding performance and quality service for his clients. He is a lifetime member of The Resource Group®1 since 1999 and Premier Partners®2 since 2007. He has been recognized as a member of Chairman’s Council since 2002, which represents the top one percent of financial planners affiliated with Lincoln Financial Advisors Corp. Prior to joining Lincoln in 1991, Jim spent 10 years performing investment and advisory services for several local companies.

Jim’s approach to financial planning sets him apart from others in the industry since his analysis and recommendations encompass all aspects of an individual’s situation – from estate tax strategies and retirement planning opportunities to business continuity and estate preservation. His work consistently demonstrates his unique ability to deliver creative solutions to his client's complex financial concerns. He believes in establishing long-term relationships with his clients and his services entail the design, implementation and constant review of the financial planning to remain consistent with the client's ever-changing needs and tax law changes. Jim specializes in high net worth estate planning, wealth management and corporate retirement planning. He and his team have over $700 million in client invested assets. Since 2013, Jim has been listed as a Five Star Wealth Manager3 in Cleveland Magazine and Inside Business. He contributes to Inside 401(k) and Benefit Plus magazines. He served a 2-year term (2016 & 2017) on VOYA’s Advisory Council4. Jim has been recognized as a Principal Platinum Advisor5 since 2011 and a Fidelity Investments member of the Retirement Leaders6 since 2004.

Jim is a graduate of The University of Michigan, has a Masters in Business Administration from Case Western Reserve Weatherhead School of Business, and graduated from University School in Hunting Valley. Jim received the designations of an ACCREDITED INVESTMENT FIDUCIARY® in May, 2010 and a CHARTERED RETIREMENT PLANNING COUNSELOR™ in January, 2008. He is an Investment Advisory Representative and holds FINRA Series 6, 7, and 63 registrations and maintains the Ohio Life, Accident/Health Insurance and Annuity license.

Jim serves on the Leadership Council for University Hospitals Seidman Cancer Center. Jim and his wife Teri have four children and they live in Pepper Pike, OH.
 

1 An invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.
2 Lincoln’s Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.
3 The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP Research. Neither the advisors nor their parent firm pay a fee to FSP for the nominator or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.lv/2dVQQFc
4 VOYA Advisory Council – the advisor’s role is to provide council and insights on the retirement industry from an advisor’s prospective. Term is 2 years.
5 Principal Platinum Advisors is an internal recognition with Principal for Advisors who manage $85 million or more in retirement plan assets under management* with at least 3 clients. *Assets must be record kept under Flexible Investment Annuity (FIA), Flexible Pension Investment (FPI), Principal Comprehensive Retirement Program (PCRP), Principal Advantage®, Principal Security Builder Retirement ProgramSM, Pension Provider®, or Custodial Guaranteed Fund (CFG) contract platforms.
6 Fidelity Retirement Leaders is an internal recognition with Fidelity Investments that recognizes the Top Advisors with retirement plan assets under management. They review annually.

 

P. Matthew Glovna, CFP®

Financial Planner

Phone

216.591.2377

Email Address

Matt.Glovna@LFG.com

Matt joined Lincoln Financial Advisors Corp. in 1998. He assists in the development of financial plans. His detailed analysis involves every fiscal aspect of a client’s continuously changing personal/business affairs including estate planning, wealth preservation and business succession. Matt specializes in corporate retirement plan analysis and financial planning for retirement plan participants.

Working with executives during the transition into retirement, Matt assists by analyzing their company retirement plan and income replacement needs utilizing advanced modeling software.

A native of Cleveland, Matt graduated from John Carroll University earning a BA in Communications with a Business minor.

While at John Carroll, Matt was a two-time All-American in Golf. In 2007, Matt was inducted into the John Carroll Athletic Hall of Fame.

Matt received his certification as a CERTIFIED FINANCIAL PLANNER™ Professional in March, 2005. He is an Investment Advisor Representative with Lincoln Financial Advisors Corp. and holds FINRA Series 6, 7 and 63 securities registrations and maintains his Ohio Life, Accident and Health Insurance license.

Matt and his wife Wendi have three children and they live in Broadview Heights, OH.

 

Cynthia L. Gallagher, CFP® CPA*

Financial Planner

Phone

216.591.2327

Email Address

Cynthia.Gallagher@LFG.com

Cindy joined Lincoln Financial Advisors Corp. in March, 2005. With particular emphasis on Retirement Planning and Readiness Strategies, she provides personal financial services to successful business owners, professionals, families and retirees coordinating wealth accumulation, preservation, management and distribution of assets. She has over 8 years of experience creating financial plans, investment proposals and conducting reviews utilizing a combination of technical skills and quality client services while maintaining extensive knowledge of products and services. Cindy assists in the management and on-going due diligence for all 401(k) Retirement relationships. Designs and implements practices to enhance the operations and contributes to the growth and success of Waypoint Partners while focusing on the client’s primary goal: Navigating Your Financial Future.

Prior to joining Lincoln Financial Advisors, Cindy’s career includes 17 years of financial accounting, managerial and consulting experience within the Telecommunications and Small Business Industries. She has a B. S. degree in Business Administration from Miami University with a major in Accounting. She is a CPA* and received her certification as a CERTIFIED FINANCIAL PLANNER™ Professional in September, 2006. She is an Investment Advisor Representative and holds FINRA Series 6 and 7 securities registrations.

Cindy and her husband Pat have three children and they live in Euclid, OH

 

*Licensed, but not practicing on behalf of Lincoln Financial Advisors

 

John S. Hibshman, ChFC®

Financial Planner

Phone

216.591.2339

Email Address

John.Hibshman@LFG.com

John joined Lincoln Financial Advisors Corp. as a Financial Planner in 1999. John works with clients through a financial planning process in an organized way to gather information and analyze their total fiscal picture, implement precise financial goals, and together work to devise, apply, and review a comprehensive financial plan to help towards achieving those goals. Through Financial Planning and Investment Analysis, he helps people solve their financial problems.

Prior to joining Lincoln, John spent 8 years with New York Life and brings significant years experience in sales, administration and management in Manufacturing and Small Business. He owned an Injection Molding Company for 8 years.

A native of Cleveland, John graduated from University of Pittsburgh earning a BA in Business Administration. John received his designation as a CHARTERED FINANCIAL CONSULTANT in 2001. He is an Investment Advisor Representative and holds FINRA Series 6, 7 and 63 securities registrations and maintains the Ohio Life, Accident/Health Insurance and Annuity license.

John and his wife Elaine live in Shaker Heights, OH. They have three married daughters and eight grandchildren. He enjoys spending time with his wife and family, reading, playing bridge, golf, swimming, exercise.

 

Christine M. Smetana

Practice Manager

Phone

216.591.2324

Email Address

Christine.Smetana@LFG.com

Chris has been with Lincoln Financial Advisors Corp. since 1996. Chris is involved in all aspects of the design, implementation and review process required to deliver a high degree of service to our clients. As Practice Manager, Chris has assisted in the successful growth of Waypoint Partners. Her responsibilities include all aspects of new account set-up, client service and information management. She provides personalized customer service in all aspects of insurance, transfer of assets, cash management and the day-to-day operations of the practice through her knowledge of products, services and internal procedures.

Prior to being with Lincoln Financial Advisors, Chris established an impressive 20-year career in the Petroleum Marketing Industry. She has a BA degree from Baldwin Wallace College with a double major in Business Administration and Sociology. She has a long history of community involvement, in particular serving in executive leadership roles as a board member on the local community development corporation in the Cleveland Slavic Village community. Chris is a Registered Representative and holds the FINRA Series 6 securities registration and maintains the Ohio Life,  Accident/Health Insurance and Annuity license.

Chris lives in Newburgh Heights, OH.