Retirement planning. It's about time.

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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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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.

  • Michael Kozak - Profile Photo

    Michael Kozak

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IA
    • IL
    • IN
    • LA
    • MA
    • MI
    • MO
    • NC
    • NE
    • NY
    • OH
    • PA
    • SC
    • TN
    • UT
    • VA
    • WA

    Mike Kozak has 20 years experience in financial services working as a Senior Vice President of Investments in the Pepper Pike, Ohio branch.

    Our team's main area of focus is in investment consulting services. We strive to understand your individual needs, goals and tolerance for risk so that you will feel confident in the financial decisions you make.

    Mike received a B.S. in Finance from the University of Toledo and earned his Series 7, 63, 65 and insurance professional licenses. Mike enjoys traveling, golf and spending time with his wife, Jenni, and their three children Aidan, Emma, and Laney.

          30050 Chagrin Boulevard
          Suite 200
          Pepper Pike, OH 44124
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          Danielle Shar "Dani" Mackey

          Client Associate Senior

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          • AZ
          • CA
          • OH

                600 Superior Avenue East
                26th + 27th Floor
                Cleveland, OH 44114

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              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.

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