Bethany has more than 16 years of experience in the financial services industry. She believes successful client relationships begin with learning what clients value the most. Her intuitive, personalized approach to serving her clients’ needs helps her prioritize their goals and collaborate to develop an investment plan that fits their unique situation. Through a long-term investment approach, her mission is to provide objective and timely financial advice and guidance in managing and preserving wealth for her clients. Bethany’s areas of focus include strategic and tactical portfolio asset allocation, risk reduction, and managed money strategies.

Bethany lives in Chagrin Falls with her husband, Matt, and their two children. Away from the office, she enjoys gardening, cooking, and watching her children play sports. She is an active member at The Church in Aurora and enjoys volunteering her time through community outreach.

Jeff has more than 28 years of experience managing investments. He develops and implements wealth management strategies for high-net-worth individuals and families, corporate executives, and small businesses. After decades of successfully servicing personal client relationships, he has a solid understanding of the challenges his clients and their families face. With his personalized systematic approach, Jeff works with clients to help grow their wealth and take care of their loved ones by effectively managing their assets and passing their wealth along to the next generation. He also helps them understand the importance of a customized, goals-based investment plan that reflects their individual goals and objectives. 

Jeff lives with his wife, Courtney, and their two children in Chagrin Falls. He previously served on the board of The Chagrin Falls Historical Society and is an active member of The Church in Aurora. Away from the office, Jeff enjoys playing tennis and golf.

Dawn has more than 32 years of experience in the financial services industry. She prides herself on providing exceptional client service and manages all aspects of the team’s daily operational and administrative needs. Taking a holistic approach to each client’s individual goals, she believes in building caring relationships based on trust and integrity. 

Dawn and her husband, Bob, reside in Munson, where they raised their three children. She enjoys cooking, baking, and travel. She and Bob visit a new state during each vacation and have seen 20 states to date.