I’m a financial advisor local to Northeastern Ohio and over the last 40 years I’ve had the privileges of helping families reach their financial goals. I have been lucky enough to be part of a great team – one that collectively brings clarity and cohesion to our client’s financial lives.
Of course the common question: "What makes us different?"
Well, for one, our culture is caring. We have spent the last 35 years building our investment planning process focused on clients’ needs and comfort. Secondly, we’re actually pretty engaging and easy people to talk to. However, as it relates to your finances we know that you and your family’s financial goals and situation are unique to you and your family – and we focus on thought and build a plan specific to you. Finally, we believe being part of a team makes us different, makes us better and deliver a more comprehensive client experience.