An experienced and committed team

David works with families and individuals, many of whom are business owners and corporate executives. His process-oriented approach ensures clients stay on track with clear, straightforward strategies. David earned a BA in Economics and a minor in Finance from the University of Dayton, entered the financial services industry upon graduation in 1989, and furthered his industry knowledge by obtaining  the CERTIFIED FINANCIAL PLANNER™ designation. As a founding member of MML Wealth Management, David is proud to have spent his entire career with one firm. 

Residing in downtown Cleveland, David is an avid supporter of the Cleveland Cavaliers and Cleveland Browns. He comes from a large, close-knit family and stays connected with all of them through numerous family events. Relationship building is a top priority for David, and he enjoys golf as much for the human interaction as for the game itself. You can also find David trying to stay fit, traveling, and indulging in his love for food and wine. Putting it all together, David has worked at the same firm for 36 years, belonged to the same golf club for 30 years, and lived in the same home for 15 years. Consistency truly wins the day!

Ann specializes in helping individuals, multi-generational families, business owners, and executives faced with the challenges of wealth. She works to help her clients live comfortably and create meaningful legacies using proven wealth management practices and identifying investment strategies that align with their life goals.

Ann graduated from Boston College with an Economics degree in 1988. As a founding member of MML Wealth Management, she has been instrumental in building a team committed to providing clear and straightforward financial advice. 

Residing in Lakewood, Ann lives with her husband Vid and enjoyed raising two children. One is pursuing her degree at the University of Notre Dame and the other is thriving in his professional career in Chicago. Ann is deeply involved in her community through organizations such as the Rocky River Assistance Program, Moriah House and the St. Christopher Ladies Guild. She is also a member of the Magnificat High School Board. Her involvement in these groups has reinforced her values of dedication and helping others. Ann is very committed to her family and always looks for opportunities to bring everyone together.

John is dedicated to helping individuals and their families navigate the complexities of retirement planning. He specializes in developing sustainable retirement distribution strategies, ensuring his clients can live comfortably and achieve their long-term financial goals with straightforward financial advice.

John is a seasoned financial advisor with nearly 30 years of experience. He holds a BA in History from Miami University and an MBA from the University of Akron. John has guided countless families in the community through various market conditions achieving long-term life and financial goals.

John lives in Tremont with his wife, Karen, and their daughter, Gabriel, who is in her fourth year of medical school. John is deeply involved in his community, serving on the board of MetroHealth as Chair of the Finance Committee. His previous roles include Member of the Cleveland Municipal School District, Vice President of the Cleveland Public Library Board and Treasurer of the City Club of Cleveland. His civic involvement has strengthened in him the importance of collaboration, empathy, and being a good steward of what you have been given.

John is a passionate supporter of Cleveland sports teams and enjoys attending shows at the Playhouse Square and exploring the city’s museums. An avid traveler, he has visited nearly every country in Central and South America and is always planning his next adventure.

Brian began his career in the financial services industry at the age of 18 after graduating from St. Edward High School in Lakewood, Ohio when he began working for Merrill Lynch. After graduating from The University of Cincinnati with a degree in Economics, he spent the next 20 years as a financial advisor at Merrill Lynch before joining McDonald Investments, which eventually became UBS Financial Services. For over 4 decades Brian has helped individuals, families, and business owners achieve their financial goals using a disciplined approach to financial planning and asset allocation.

Brian and his wife Mary live in the Tremont neighborhood of Cleveland where they enjoy cooking, travelling the world, and spending time with their 2 Cairn Terriers, Squeaky and Floyd.

David is a dedicated advisor who guides multi-generational families through the complexities of wealth management. With a focus on understanding each family’s unique values and financial situation, David provides clear and concise advice to help clients achieve their life goals through personalized investment strategies.

David graduated from Xavier University with a degree in Finance and minor in Economics. His commitment to excellence led him to further his education and now holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Wealth Management Advisor™ designations.

Before providing recommendations, David’s team takes time to discover the client’s entire situation, their concerns, and vision for the future. His approach is comprehensive in nature while simplistic in execution consulting on a wide range of topics including wealth accumulation, wealth preservation, tax efficiency, succession planning, and charitable giving. 

Residing in Lakewood, David enjoys a fulfilling personal life with his wife, Hayli, a devoted middle school teacher, and their son, Brooks.  A passionate advocate for all things Cleveland, David loves exploring the city and sharing everything it has to offer with others. Balancing his love for Cleveland with a passion for travel, David and his family make an annual trip to Chautauqua Lake every 4th of July.

Dianna is a dedicated and detail-oriented professional who excels in assisting MML clients with their administrative needs. With a passion for helping others, she specializes in managing critical business functions and translating technical knowledge into practical strategies. 

Dianna’s career in the financial services industry began in 1980 in the Margin Department at Prescott, Ball & Turben. In 1993, she joined Paine Webber, where she served in Operations and as a Cashier. Since 2002, Dianna has been a valued member of MML Wealth Management, holding Series 66 and 7 licenses. Her expertise and commitment have made her an integral part of the team as a Senior Registered Client Service Associate.

Residing in Cleveland, Dianna enjoys a vibrant life with her husband, Tom Adams, a musician, poet, and band leader. She is also devoted to her beloved Boston Terrier, Pug, and Shih Tzu mix, Speck.

Denise works with individuals and families in navigating the complexities of wealth management with proactive, straightforward strategies, especially related to investment distributions.

She graduated with a BA in Communications from John Carroll University and earned a Special Education Teaching Certification from Cleveland State University. With over 25 years of industry experience, Denise joined the MML Wealth Management Team in 2007. She holds Series 63 and 7 licenses, contributing to the group’s goal of simplifying financial planning by translating technical knowledge into practical, actionable strategies.

Dedicated to her craft and with a collaborative mindset, Denise was selected to serve as a Team Associates Coach, mentoring other associates in the area. This group consists of high-performing individuals committed to driving change within the organization, promoting culture, and improving processes.

Denise resides in Cleveland, enjoying a picturesque lake view that offers stunning sunsets and endless fun for her two rescue dogs, Willow, a 3-legged hound mix, and Sarge, a senior bulldog-pug-hound mix. As a detail-oriented individual, Denise is often found working on various home improvement projects—one day, she hopes to complete them all!

Patty is dedicated to assisting individuals and families committed to wealth management. She excels in simplifying account details, resolving operational issues, and addressing overall maintenance needs, making complex financial matters more manageable for her clients.

With over 35 years of experience in the financial industry,  Patty maintains her Series 7, 63, and 65 licenses.  She joined UBS in 2016 and enthusiastically became part of the MML Team in 2021. She and her team leverage their extensive industry knowledge and experience to develop practical, actionable strategies for their clients.

Patty resides in Westlake with her husband, Ted, a retired firefighter, and their beloved dog, Lily, a pit bull/terrier mix. A disciplined and dedicated individual, Patty enjoys knitting, crocheting, and crafting. She has been learning the Irish language for the past six years and aims to achieve fluency soon. Patty values relationships deeply, which is why she loves riding motorcycles on country roads with her husband and friends, finding joy in what she calls “wind therapy.”

Katrina works to help motivated, like-minded families navigate and simplify critical life events with clear, straightforward, and proactive strategies.

She earned her degree in Forest Recreation from Paul Smith’s College, which boasts one of the largest campuses in the world. Katrina began her career at UBS, gaining valuable experience across various locations including New York, Maryland, and Ohio. After taking a break to raise her two sons, Katrina rejoined UBS and the MML Wealth Management Team in 2021. She holds the Securities Industry Essentials®, Series 7, and 66 licenses, underscoring her commitment to professional excellence.

Katrina and her husband reside in Broadview Heights with their two sons and two dogs—a Great Dane named Atlas and a Field Golden named Clover. As a dedicated and family-oriented individual, she enjoys spending time watching her sons play various sports, including football, basketball, and baseball.

Her love of the outdoors complements her good-natured personality, and she never passes up an opportunity for a good hike or camping trip. (Just don’t ask her to make s’mores!)