As a partner of Shore West Financial Group, Jeff leads our investment policy committee. With over 35 years of experience in the financial industry, fusing technical and fundamental resources to manage individual portfolios with an institutional approach, he focuses on providing asset management, income investing, retirement, and estate planning services to business owners, professionals, and retirees. 

Jeff is a proud graduate of Baldwin Wallace University with a B. A. in business and finance.  Additionally, he holds the Series 7, 8, 63, 65, licenses for life and health insurance, and has achieved the UBS designation of Portfolio Manager.

He enjoys being an active member in his community, serving as the Chairman of the Black River Education and Wellness Foundation. In his spare time, Jeff enjoys outdoor sports and aviation.

Jeff resides in Avon Lake, OH with his wife Lyn and their three sons. 

Registered States:
AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, ND, NE, NV, NY, OH, PA, SC, TN, TX, VA

As a partner of Shore West Financial Group, Drew is responsible for managing our practice as well as providing the financial planning services our team offers.

His more than 26 years of experience as a financial advisor, former complex manager, and public accountant allow him to help clients develop, analyze, and maintain their financial strategies for the future utilizing a holistic wealth management approach.

Drew is a Certified Financial Planner® Professional, a Certified Exit Planning Advisor, and registered as a Certified Public Accountant with the Accountancy Board of Ohio.  He has earned the Series 3, 7, 9, 10, 31, 63 and 65 securities licenses, in addition to the life and health insurance licenses. Drew received a B.S. in business from Miami University and serves as treasurer on several not for profit boards. 

Outside of the office, he enjoys volunteering as president of the North Coast Ohio Chapter of US Lacrosse and spending time with his wife and their two daughters.

Registered States:
AZ, CA, CO, FL, GA, IL, KY, MA, MD, MI, MN, MO, NV, NY, OH, PA, TN, TX, UT

Julianna began her career in financial services in 2002.  In her role as Senior Registered Client Service Associate, she is responsible for handling the administrative and operational aspects of the team's business, as well as delivering excellent customer service. In addition to earning a B.A. degree in finance from Kent State University, Julianna has earned the series 7 and 66 securities licenses.

Outside the office, Julianna enjoys camping with her husband, Aaron, and thier two children, Saralyn and Zachary.  Together, they reside in Avon, Ohio.

Registered States:
FL, OH

Katie primarily focuses on assisting our team with marketing, business development, and growth.

She graduated with a B.A. in Language Arts from Siena Heights University.  Her background in education helps her communicate marketing and advertising strategies. Additionally, she personalizes, develops, and updates the abundant marketing materials offered by UBS to promote our team. In her role as Business Development Specialist, Katie organizes and executes several client/prospect events throughout the year, allowing our talented Financial Advisors the opportunity to share their expertise.

Outside of the office, Katie is an active member of Bretton Ridge Women’s Club, a group committed to building community through philanthropic and social events. 

Along with her husband Nick, Katie enjoys DIY projects.  With the help of friends and family, they have spent the last few years renovating their 1964 ranch.