Hands-On &
Results-Driven
For the past 40 years, we have helped individuals, retirees, families, and business owners achieve the most out of life. Our passion is discovering ways to make our clients' lives better by teaching them to live and enjoy what they have worked so long and hard to create.
Experience & Commitment
From my beginnings with public accounting firm Deloitte, to managing corporate tax departments in industry, to providing tax and financial guidance to small business owners, executives, and, finally, owning my own business, each step in my career was a building block to who I am today.
Serving my industry and community on various boards has provided me an opportunity to share my knowledge and learn from others. The Estate Planning Council of Cleveland, Northern Ohio Planned Giving Council, Blossom Hill Foundation, and Broadview Heights Community Foundation are some of the boards I have served on. I also served as President of the Chamber of Commerce in Broadview Heights for 5 years.
What I believe
We each develop our beliefs about the world based upon our upbringing, surroundings, and values -- all which form and influence our views. Over my forty plus years in business, I have developed very strong beliefs and views of the world of financial planning. My experiences have changed my thinking and understanding over time.
I believe financial planning is about helping people change their behavior which, in turn, leads to people changing their lives for the better. Change requires understanding what you have, where you are, and what you hope to accomplish. I believe my leadership skills, genuine empathy, and technical knowledge enable me to apply the best skills, tools, and techniques needed to help accomplish your goals.
Our Process
The Gateway Process
The Gateway Process is a collection of proprietary strategies designed to help you maximize the impact of your investments, achieve your financial planning goals and minimize taxes.
The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate. Learn more >
The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning. Learn more >
The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth. Learn more >
The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring. Learn more >
Do you have a coordinated Income Plan keeping you on course to your goals?
An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.
Is your portfolio prepared for the transitions in your financial life?
It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.