Senior Vice President–Wealth Management
Gregg has been dedicated to making wealth planning easy for individual clients to understand and implement since 1992. His practice focuses on strategies for risk management, wealth transfer, education modeling and asset protection. He holds Series 7, 24, 63 and 65 securities licenses, as well as licenses for annuities, life, and long-term care insurance and a B.B.A. degree in economics from Kent State University. A lifelong Cleveland area resident, Gregg and his wife and their two children live in Independence. He enjoys spending time with his children playing sports and boating.
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First Vice President–Wealth Management
Brad specializes in comprehensive financial planning strategies to help affluent individuals & families reach their financial goals. His solutions are implemented based on a concentrated understanding of his clients' needs and are reviewed on a continuous basis to help address short and long term financial goals. He has experience at Merrill Lynch and TD Ameritrade, and earned a BBA in Finance from Miami University. He also has earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). He holds Series 7 and 66 securities licenses, and the Ohio Health and Life Insurance License. Brad is a real estate landlord, lifelong competitive swimmer, and resides in Avon Lake, Ohio with his wife and three children.
Client Associate Senior