Education:

• Georgetown University, B.S.B.A.
• Case Western Reserve, M.B.A.

Industry Experience:

• 36 Years

Prior Employment:

• McDonald Investments
• Prescott Ball & Turben
• PricewaterhouseCoopers

Focus:

• Wealth Management
• Investment Planning
• Corporate Retirement Plans
• Taxable Fixed Income

Personal:

Past Board Member:

• St. Mary's Seminary Cleveland
• Jennings Center for Older Adults
• St. Malachi Center
• Rocky River Chamber of Commerce

Registered States:
AZ, CA, CO, DC, FL, GA, ID, IL, IN, MA, MD, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Education:

• Miami University, B.S. Finance

Industry Experience:

• 31 Years

Prior Employment:

• RBC Wealth Management
• McDonald Investments
• PricewaterhouseCoopers

Focus:

• Wealth Management
• Asset Allocation
• Insurance, Annuities
• Tax-free Fixed Income

Personal:

• Board Member, Collaborative to End Human Trafficking
• Board Member, Magnificat High School
• Former Chair, Diabetes Partnership

Registered States:
AZ, CA, CO, DC, FL, GA, ID, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI

Education

• Boston University, B.S.B.A.
• William Mitchell College of Law, J.D.

Industry Experience

• 6 Years

Prior Employment

• UBS Financial Services, Inc. (Wealth Planning Analyst, Northeast Ohio Region)
• Fowler Ditsch Law Firm (Attorney)

Focus

• Financial Planning
• Investment Research
• Liability Management
• Estate Planning Considerations

Personal

• Estate Planning Council of Cleveland
• OhioGuideStone, Junior Board Member

Registered States:
AZ, CA, CO, DC, FL, GA, ID, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA, WI

Education:

• Kent State University, B.S.B.A

Industry Experience:

• 5 Years

Prior Employment:

• Talmer Bank & Trust (Private Client Services)

Focus:

• Banking and Lending Services
• Money Transfers
• Admin Services

Registered States:
OH