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Client Centered

About Us

Lehner Shope Wealth Group represents a journey of growth, independence, and a steadfast commitment to our clients. Our name signifies not just our ownership, but also our dedication to providing personalized, accountable service.

Our Team
Over 50 Combined Years
of Industry Experience

Lehner Shope Wealth Group was founded in 2017 by Managing Partners Brian Lehner and Amy Shope, two seasoned professionals with more than 50 years of combined experience in the financial services industry. Their decision to join forces was driven by a shared vision to provide personalized, relationship-focused financial guidance rooted in integrity, trust, and a deep commitment to client success.

In 2018, Michelle Pommeranz joined the team, further enhancing our ability to support clients with diverse and evolving financial needs. The following year, we expanded our reach by introducing appointment-only meetings in Canton, allowing us to better serve individuals and families across Ohio.

Today, Lehner Shope Wealth Group operates out of three locations—in Canfield, Perrysburg, and Canton—each reflecting our commitment to accessible, local, and relationship-driven service. Across all offices, we remain focused on delivering thoughtful financial planning, proactive communication, and the kind of trusted guidance that empowers our clients to move forward with confidence.

What Makes Us Different? 
You Are not a Client.

You’re Our Partner.

At Lehner Shope Wealth Group, we are more than a financial services firm; we are partners in your financial journey, committed to understanding and supporting your unique goals.

Meet Your Team 
Our People Are Our Greatest Asset,
And We Invest Heavily In Them

Amy Less Shope

Amy Less Shope

Wealth Advisor

Brian Lehner

Brian M. Lehner CFP® CEP®

CERTIFIED FINANCIAL PLANNER®

Michelle Pommeranz

Michelle Pommeranz CFP®

Financial Advisor

Michelle Hathaway

Michelle Hathaway

Operations Director

Niki Koch

Niki Koch

Client Relations Specialist

Our Process 
A Personalized Approach
to Financial Planning

Step 1: Discovery Meeting

Engage in a conversation to understand your unique goals and establish a strong foundation.

Step 2: Fact-Finding Session

Gather detailed information to develop a comprehensive understanding of your financial landscape and priorities.

Step 3: Customized Proposal & Implementation

Present a tailored plan, then implement and maintain it through regular reviews and proactive communication.

Let's Get Started 
Schedule A Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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