Your life. Your wealth. Your future.

Pursue what matters most

KENSINGTON TEAM PHOTO

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • RFCLE2022

    Richard Freedman

    Senior Vice President–Wealth Management

    Wealth Advisor

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    Why a thirst for knowledge and love of people are key to sound financial planning

    Richard’s career as a financial advisor began on October 19, 1987—Black Monday, the day the market declined 22%. Fast forward 10 years later, and the investors who didn’t panic and sell were now seeing their portfolios grow to more than three times their value from that fateful day. “I have seen firsthand why it is important to never make a long-term decision for short-term reasons,” Richard explains. “Today’s quick information-based society makes people feel they must take radical action now. The reality is, we must plan during good times, review for changes in fact patterns, adapt and focus on the long term.” Richard has helped clients survive the dot-com bubble, the Great Recession and multiple real estate booms and busts. His knowledge has guided clients to make smarter decisions by placing moments of crisis in historical context.

    Richard has always been intellectually curious. He loves to learn and is passionate about applying his knowledge of news, politics, business, markets and history to help his clients live better lives, enhance their families and do good in the world. Richard earned the designation as a Certified Private Wealth Advisor® (CPWA®) from the Investment and Wealth Institute.  Fewer than 2500 advisors in the country hold this distinction as of December 31, 2021.  His highly informed, and sometimes unconventional approach, enables clients to make tactical changes to achieve long-term strategic goals.

    Making a difference

    Richard has served as president of the board of trustees for his synagogue. He is also a past president of the board of directors of Jewish Big Brothers Big Sisters Association. Richard is proud to have served on the boards of the Cleveland Baseball Federation and Playhouse Square Partners.

    Outside the office

    Richard loves sports, music, history, travel and his hometown of Cleveland. He and his wife, Lynda, reside in Mentor, OH.

      • Cleveland State University, Bachelors degree in accounting
      • Wealth Advisor
      • Certified Private Wealth Advisor™️
      • Portfolio Manager
      Financial planning
      600 Superior Avenue East
      26th + 27th Floor
      Cleveland, OH 44114
    • LB Cropped photo

      Laurence D. "Larry" Bricmont

      Account Vice President

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      A passion for helping others overcome life’s irrational situations

      When Larry was just a young boy, his parents took him to Disneyland. They bought him one share of stock and explained that he was now an owner of Disney: “This is America.” Fast forward to today—that original stock was part of the portfolio that helped Larry pay for two houses and his children’s education.  Larry continued to pay it forward by gifting stock to his children.

      Larry is now a senior member of the Kensington Advisory Group with 35 years of experience and expertise in asset allocation and risk management. He enjoys working with families, helping parents retire securely, as well as getting the next generation on a stable financial footing. This process always begins with listening and educating clients not to act out of fear, but rather to apply rational thought.

      Integrity, hard work and a sense of values—always keeping one’s word—have made Larry more than a trusted financial advisor to clients, many consider him a good friend.

      Making a difference

      Larry is a committed volunteer with Village Project and Sharon Township community service. 

      Outside the office

      Larry and his wife, Ellie, live in Bay Village, OH. They have two children, who have settled in the Rocky Mountains.  He and his wife enjoy visiting them out west whether winter or summer. Larry is also an avid golfer.

        • Miami University, Bachelors degree in Political Science and History
          600 Superior Avenue East
          26th + 27th Floor
          Cleveland, OH 44114
        • MHV2

          Michelle Herman

          First Vice President–Wealth Management

          Financial Advisor

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          Going above and beyond. The secret to great client relationships.

          Michelle loves financial planning. At a young age, she excelled in math, and in college, she discovered that her best work came from collaborating with other people. One of her first jobs was at a retail bank where she interacted with clients throughout the day. Helping clients with investment solutions and financial planning became her passion.

          Michelle helps manage client relationships and investments at Kensington Advisory Group, Michelle offers her clients a wide range of investment solutions. Before choosing any of these investment solutions, Michelle begins by listening and putting in place a customized financial plan that meets her clients’ goals, both short term and long term.

          Spending time with clients—and going above and beyond to deliver exceptional service—is central to Michelle’s approach. She loves taking a situation that looks extremely complicated and offering clarity and simplicity in the solution.

          Outside the office

          Michelle and her husband, Michael, live in Aurora with their three children, Joey, Molly and Jenna. In 2020, the Hermans welcomed their four-legged friend, Jax. The family is very busy with various sports activities for the kids—basketball, softball, baseball, soccer, swimming and biking. They love exploring and hiking in the area’s national parks, and spending time with family and friends is a favorite activity for all.

            • Ohio University, Bachelors degree in Finance
              30050 Chagrin Boulevard
              Suite 200
              Pepper Pike, OH 44124
            • TC2022

              Tristan Cullis

              Associate Director

              Financial Advisor

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              Supporting the pursuit of true wealth

              With a background in banking and lending, Tristan was exposed to a wide range of situations, from individuals struggling to make ends meet to the complexities faced by ultra high net worth clients. This experience helped him realize that people have many different motivations and definitions of true wealth.

              Tristan’s role at Kensington Advisory Group is to help clients achieve their goals by managing their emotions in making appropriate financial decisions. He learned early in his career that you can’t find a solution unless you first identify the problem, which sometimes means having difficult conversations with a client about estate planning or asset protection. Tristan looks to protect a client’s current lifestyle as well as ways to help support their dreams.

              Tristan’s expertise in lending helps clients find solutions to their sophisticated borrowing needs. He loves working in a team environment and does not hesitate to draw on the knowledge of other Kensington team members to offer clients the best advice for their individual needs. Identifying a solution that the client hasn’t thought of is one of Tristan’s most satisfying moments at work.

              Making a difference

              Board of Cub Scouts Pack 3104

              Coaches Sons T-Ball Team

              Outside the office

              Tristan’s four children take up most of his leisure time. He enjoys coaching t-ball and being a board member for their Cub Scout troop. He and his wife, Katy, participate and often volunteer in the equestrian activities of their eldest daughter.  The family lives in Chesterland, OH. Staying in touch with close friends is a cherished activity for the parents of this busy family.

                • Southern New Hampshire University, Bachelor of Arts, Psychology
                  600 Superior Avenue East
                  26th + 27th Floor
                  Cleveland, OH 44114
                • AS2022

                  Anita Salisberry

                  Senior Client Associate

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                    Your first call for critical needs

                    There are some people without whom things wouldn’t get done properly, and Anita is one of these. Anita supports the Kensington Advisory Group with all critical business functions; needing a distribution, to change your beneficiary, to transfer funds, Anita is your one phone call to do this and more. Most often these things are done behind the scenes, smoothly and efficiently while respecting client confidentiality.

                    With over two decades of experience in the financial industry, Anita has seen her share of market cycles and volatility. Her calming and professional presence gives clients peace of mind in a stress-filled world. Anita says, ”The trust that clients place in us is not something I take lightly.” Anita takes pride in doing her part to help clients achieve their financial goals. Being trusted with the financial well-being of a client’s next generation is an added plus for Anita, who especially enjoys meeting and working with multigenerational families.

                    Outside the office

                    From the suburbs of Cleveland, to the farms in southern Ohio, Anita and her husband Adam are now embarking on a new adventure in Lewis Center, Ohio.

                      • Cleveland State University, B.A., Sociology, Minor in Criminal Justice
                        600 Superior Avenue East
                        26th + 27th Floor
                        Cleveland, OH 44114
                      • AM2022

                        Andrea Moore

                        Client Associate

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                          We care. We answer the phone. We listen. We take action.


                          As a former therapist and development executive, Andrea spent most of her previous career in the nonprofit world, where she helped others define, plan and achieve their goals.
                          After a divorce, she realized how important it was for women—especially single mothers—to be knowledgeable about their finances and to plan for the future. Becoming an advocate for other women to become financially independent, she transitioned into the financial services industry to assist women in making informed decisions to help provide for their children and generations to come.

                          Andrea’s role at Kensington Advisory Group is to manage every detail of client communications to best serve them on a daily basis. Everything Andrea does is driven by her values: diligence, character, compassion—and most importantly, resilience. “It is important for our clients to be prepared for whatever life brings,” she says.

                          Outside the office

                          Originally from Tennessee, Andrea has lived in Ohio since 2014. Her complete focus outside of work is to be a dedicated mother to her two sons, James and Will, who keep her busy with sports and school. Andrea is also involved as a board member of the Youth Football League. In her past career, she spent many years as a champion for mental health. She enjoys football, golf, kayaking, boating and cooking.

                            • Tennessee Technological University, B.S. Social Work and Psychology
                              600 Superior Avenue East
                              26th + 27th Floor
                              Cleveland, OH 44114

                            The Year Ahead - Sustainable Investing

                            Retirement planning

                            Retirement planning

                            Multigenerational planning

                            Multigenerational planning

                            Legacy—Wealth for others

                            For needs that go beyond your own—to help you improve the lives of others

                            What will your legacy be?
                            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                            Learn more at ubs.com/wealthway.

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                            Institutional Investor, 2021 Global Rankings

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                            Euromoney Private Banking and Wealth Management Survey, 2021

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