I’m a financial advisor local to Northeastern Ohio and over the last 20 years I’ve had the privileges of helping families reach their financial goals. I’m lucky enough to work with and lead a tremendous team that collectively helps bring clarity and cohesion to people’s financial life.
Of course the common question: "What makes us any 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.