Experience Makes all the difference

At Hardy Wealth Partners, working with entrepreneurs is our passion and focus. Because of our extensive experience, we understand the complex opportunities and challenges entrepreneurs face and can help you find the solutions you need to launch and run successful businesses.

Whether you need a retirement plan for you and your employees, credit to expand your business or a goals-based financial plan to help guide your family’s future, we are here.

Sean W. Hardy

Senior Vice President - Wealth Management
Senior Retirement Plan Consultant
Portfolio Manager
216-736-2876
sean.w.hardy@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

Before embarking on my financial services career as the new century dawned, I spent several years working for a privately-held industrial company led by a dynamic CEO and management team –which gave me a birds-eye view of the hopes and dreams, challenges and opportunities of a special breed – namely the entrepreneurs who would become the driving focus and passion of our financial business at UBS.

From my days on the client side, to my years at Merrill-Lynch, McDonald Investments and now UBS, I have focused on meeting a need that too often goes unmet in my profession – a need that transcends simply providing routine asset allocation and portfolio management. That’s why; I never begin by focusing on the numbers. Rather I take the time to truly understand their businesses, to learn what gets them going in the morning and, just as importantly, what keeps them up at night.

In so doing, I can secure the insights to help them better pursue both their financial and personal aspirations. I can shape a plan focused on retirement income for them and their employees. I can help them create sustainable structures for educational funding, charitable giving and estate planning. And I can help them access credit to expand their business, purchase a home, or care for a loved one.

I earned my bachelor's degree in business from Bowling Green State University and where I met my wife, Teresa. It was at Bowling Green that I learned the value of giving back having served there in several capacities. I continue that tradition on the boards of the Mayo Society of Cleveland, the Collaborative to End Human Trafficking, the Irish American Charitable Foundation, the Rock & Roll Hall of Fame & Museum's Rock Advisors, and Prayers from Maria. My wife and I live in Westlake.

 


Registered States:
CA, CT, DE, FL, GA, IL, IN, KS, MA, MI, MN, MO, NC, NY, OH, OR, PA, TX


Amy J. Minnier

Associate Director
Senior Wealth Strategy Associate
Financial Paraplanner Qualified Professional (FPQP™)
216-736-3667
amy.minnier@ubs.com

I have spent half my life in financial wealth management, but the first and most important lesson I learned about the business came from watching my dad at work as a young girl: it's all about relationships. What he taught me was a unique ability to foster genuine and meaningful connections. It's been a cornerstone of my professional and personal development, leading me in my current role with Hardy Wealth Partners.

If you have read Sean's bio you know that he spent several years working for a privately-held industrial company; a company my dad managed. He hired Sean out of college so we have known each other for almost 30 years. That connection expanded my world into financial services and set me on a path to work from the ground up, and in the process, discovering how the best businesses in our industry are run.  I have held several roles at the firm ranging from client service and planning to compliance and management which make me uniquely positioned to bring both experience and knowledge together as we build our business.

Understanding the families we serve and helping them build their dreams and opportunities in their personal and professional lives is at the core of what we do. Recognizing their vision.  Valuing their perspective.  Making connections.  Focusing on what drives them.  What inspires me to serve our clients is witnessing their commitment to serving their families, their business and their community.

I earned my bachelor's degree in business administration from Kent State University. I am a member of the ASPCA and volunteer with Habitat for Humanity of Summit County.  I reside in Seven Hills, Ohio where I enjoy a wonderful relationship with Kevin.


Registered States:
CA, CT, DE, FL, GA, IL, IN, MA, MI, MN, NC, NY, OH, OR, PA, TX


Zac Stanley

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠
216-736-2815
zachary.stanley@ubs.com

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I have spent the past few years focused on financial planning, going deep on client discovery. Understanding what our clients want to accomplish. Who are the people that matter most to them and what do they want their legacy to be.  I recognize with certainty that everyone has a unique set of answers to those questions.  Their priorities, goals, and drivers  are all uniquely different. Surprisingly, I came to the realization that my most meaningful impact lies in my ability to focus on those areas.

Whatever your distinct answers to these questions may be, my partners and I can help. First, by having you stop to think about them yourself – goals and direction. Second, to derive a plan and chart your course to achieving them – looking back, what do you want to see? Third, connecting you to the right people, solutions, and intellectual capital both inside as well as outside of UBS – who's on the journey? These simple steps help us create profound results by achieving impactful client outcomes.

Before joining UBS, I spent ten years in the United States Marine Corps. My decade in the Marines gave me an incomparable education in what I'll call the entrepreneurial sciences.  It was not so much the combat skills, but rather the Marines taught me the importance of people, purpose, perseverance, and planning.

In my prior roles both in the Marine Corps and UBS I was fortunate to work with some of the highest performing teams. My takeaway from both experiences is complacency is detrimental – change and adaption are critical.  Planning and process will afford you a roadmap to success – but there are no guarantees.  Titles and rank can be trumped by experience, ingenuity, and creative thinking – people can be difference makers.  Teams thriving and driving toward a unified goal – can be unstoppable.  As I move forward on my journey, I look to implement these things I have learned for you.  They have impacted my life and I look forward to sharing them with you and your family.  

When I'm not in the office, I spend my time serving in our community with organizations that have an impact like Providence House and Cleveland Sight Center. In addition, I mentor local college students through the College Now program as well as giving back to my Alma Mater, Malone University.  My wife, Beth, and I live in Copley along with our three sons; Liam, Colin, and Luke.  Fortunately, I do not have to be in "Marine shape" anymore, but chasing our three boys around and my passion for fitness keeps me close.


Registered States:
CA, CT, DE, FL, GA, IL, IN, KS, MA, MI, MN, MO, NC, NJ, NY, OH, OR, PA, TX


Mackenzy Schaefer

Client Service Associate
216-736-3669
mackenzy.schaefer@ubs.com