About
Our Story
Letum Financial was founded by three industry veterans who saw a serious gap: funeral homes, cemeteries and B2B firms servicing the profession were struggling to access the capital they needed to thrive. With the funeral profession evolving rapidly, driven by changes in societal expectations and attitudes, technological advancements, new regulations, etc., firms wanting to keep ahead, or at least keep pace, found themselves in need of capital. And time was of the essence because there could be significant consequences for either not being able to build or renovate, buy new equipment, expand operations, develop new onsite projects... whatever the need.
Our Vision is to Help Your Vision Come True
Letum Financial is here because we recognize that your vision and goals may need the right partner to help bring them fully to life, especially as our industry continues to change at a rapid pace. By owning cemeteries, serving on cemetery Boards, and maintaining deep relationships with industry leadership, including funeral homes, manufacturers, and service providers, we stay closely attuned to both the challenges and, more importantly, the opportunities that arise each day.
What Respected Leaders in Funeral Service Have to Say
Industry Experience
Robert C. Lomison
Chairman of the Board
Robert C. Lomison is the former CEO retired and current Chairman of the Board of Letum, Inc., a multi-state, privately held company that owns and operates cemeteries, funeral homes and crematories. Mr. Lomison began his stint in the death-care industry in 1981, as a memorial counselor.
Mr. Lomison is a Past President of the Pennsylvania Cemetery Cremation Funeral Association (PCCFA) and participates in various state and national associations.
Mr. Lomison is a 1977 graduate of Lock Haven University. As a committed alumnus and supporter of higher education, he is currently a member of the University Foundation Board of Directors. Mr. Lomison was presented the Alumni Service Award and Inducted in the Business Hall of Fame, by Lock Haven University He is a member and Past National President, Phi Mu Delta National Fraternity.
Mr. Lomison currently resides in both Boiling Springs, PA, and New York City where he has served as a volunteer and board member for various community activities and organizations.
Adam Sheer
President & CEO
Adam Sheer is the president and CEO of Letum Financial. He is a board director and financial services executive with 25+ years of experience driving transformation, strategic growth, and value creation. He has deep expertise guiding organizations through mergers and acquisitions, integration, and leadership transitions, with a strong track record of building high-performing teams and delivering shareholder returns.
He currently serves on the board of Cedar Park Cemetery. He also advises CyrusLife and is a business advisor to Memoria.
Adam began his career at The Roosevelt Investment Group, ultimately becoming Co-CEO. He transformed the firm into a full-service wealth management platform, grew assets to nearly $6B, and led its sale to CI Financial.
He has also served extensively on nonprofit boards and holds a BA from Brandeis University.
David Sheer
Chief Operating Officer
David brings over 26 years of leadership to the finance sector. As a partner with The Roosevelt Investment Group, he served as a cornerstone of the firm’s operational and strategic framework. In his role as Co-CEO, he oversaw daily operations, integrating complex technology systems and robust accounting practices to ensure seamless execution. David also contributed to the firm’s long-term strategic vision and held a seat on the Board of Directors. As the COO of Letum Financial, David will be charged with a similar mandate: running day-to-day operations and overseeing the entirety of the firm’s technological infrastructure.
Anthony Kaniuk
Advisory Board Member
Every marketer talks about “value,” but few know how to turn it into measurable growth—and that’s where Anthony Kaniuk makes a difference.
For more than two decades, he’s helped brands, associations, and partners in the funeral profession connect with their audiences through smart, integrated marketing and business development strategies.
Anthony combines vision with execution, building programs that drive revenue, strengthen partnerships, and reinforce organizational missions. His work spans print, digital, events, and social, consistently creating win-win opportunities with clear returns on investment.
Known for his energy, creativity, and collaborative spirit, Anthony thrives with teams ready to grow, experiment, and move past “the way we’ve always done it.” For the past 12 years, he’s advanced the National Funeral Directors Association and now serves as Director of Industry Relations.
Bob Horn
Advisory Board Member
Bob began his career in the funeral industry more than 60 years ago with a small family-owned mortuary. During the mid-1960’s, he as involved in organizing International Funeral Service (FSI) and served as Vice President of the pioneer “multi-unit” funeral cemetery company that operated over 120 locations nationwide. Prior to co-founding Keystone Group Holdings, a multi-state funeral acquisition and operating firm, Bob was Chief Operating Officer and Partner of Prime Succession, Inc., following 10 years as Executive Vice President of Pierce Brothers.
A strong proponent of the team concept, Bob believes his role is to provide and goals and the momentum that keep the company together and moving forward. Bob provides the leadership , strategic thinking and the clear vision that foster this environment of success and growth.
Josh Smeltzer
Advisory Board Member
Josh Smeltzer has over two decades of wealth management, fiduciary oversight, and strategic leadership experience having co-founded and launched Sides Wealth Advisory Group as an independent firm to provide clients with truly objective, customized fiduciary care.
Josh serves as the Board Chair for Leadership York and is a member of the WellSpan Foundation Board. He is also a past co-chair of the South Central Board of the American Heart Association. Josh holds the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies and the Professional Plan Consultant (PPC) designation. He earned his degree from York College of Pennsylvania, where he remains active in the alumni association.
Outside of his professional endeavors, Josh is an avid runner, a dedicated fan of the New York Knicks and New York Mets, and is currently training for his private pilot’s license.
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