About Us
Our Team
Thomas H. Craft, CPA/PFS, AEP®
President/CEO
Tom has been in the financial services industry for 40 years. His career has spanned public accounting with Deloitte to managing corporate tax and human resource departments to starting his own financial services company in 1994. Tom’s passion is discovering ways to make his clients’ lives better by teaching them to live and enjoy what they have worked so long and hard to create.
Tom is a frequent speaker on tax strategies, investment positioning and estate preservation. He lives in Broadview heights with his wife of 46 years, Julie. They have two adult children, Brian and Rachael, and two furry family members, Marble and Jack. Tom enjoys traveling and riding roller coasters.
Julie Craft
Vice President of Finance
With more than 38 years’ experience in the financial services industry, Julie provides family office type services to clients ranging from financial reporting, cash management, budgeting, bill paying, credit monitoring, and other lifestyle services. She is dedicated to helping her clients achieve independence and regain a valuable resource – time.
Julie entered the industry in 1982. She worked as a public accountant with Walthall & Drake and DeChellis & Associates before becoming Corporate Controller for Summers Rubber Company. In 2001, Julie left to work directly with Tom in his business. When she isn’t working, Julie enjoys gardening, baking, vacationing in Maine, and spending time with her children, their spouses, and her two cats.
Donna Taylor
Vice President of Client Relations
With more than 16 years’ experience in the financial services industry, Donna works as the Director of Practice Management at Gateway Financial Advisors. She believes good client service is not only about solving problems but making sure clients know she is there to answer any questions or assist in any way.
Her passion for developing close relationships with each of the firm’s clients, combined with her organizational skills and attention to detail, truly make Donna the gateway to our firm. Born and raised in Ohio, Donna lives in Parma with her three cats, Jake, Jonnie and Ivy Therese. When she isn’t working or spending time with her furry family, Donna enjoys traveling and spending time with her friends.
Investment Team
The following investment professionals are registered with Advisory Alpha, an independent registered investment advisor that we have partnered with to provide investment management resources, technology, and capability with the goal of best serving our valued clients.
Steve Osterink, Jr. CFA CFP® AIF®
Steve Osterink, Sr.
Jon Lohr CFA, CFP®
Nick Heinrich CFA, CFP®