Broker Check
 

Team

Our team offers a wide range of complementary skills, working together to coordinate your wealth planning experience. We provide a professionalized approach to client service – never asking the client to do something that we can do for them. We aim to simplify the complex journey to a coordinated financial future. Learn more about our team – we welcome the opportunity to meet and discuss your financial future.

 

Polished, honest, responsive and accurate. These are the words Joel Jensen’s clients use to describe him and the value he brings to their relationship. Jensen began working in the financial services industry in 1993 when he...

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“One of the reasons I love working with David is that when I call, I talk to him. If my business isn’t important enough for an advisor to spend time with me personally – as I’ve experienced in the past –...

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Michael Norman

Financial Planner

(440) 471-8150

(216) 910-3339

Mike has been in the financial services industry since 1997. His growth into his present role began in the banking sector where he was responsible for strategic growth in the mortgage lending industry. Assisting individuals in...

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August “Gus” Golinski spent two years polishing his financial planning skills in Lincoln Financial Group’s nationally recognized Planning Department prior to joining the firm in 2013. As a rising star in the Cleveland...

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Bringing over 30 years of financial business experience, Kathe Addison is described by clients as their “go to.” She’s always available to assist them with anything she can. Addison joined the firm in 2001 as an...

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Laura joined the practice in 2017 as Administrative Assistant. She is the first point of contact in our Westlake location and is responsible for assisting members of the team with administrative tasks. Laura facilitates the updating...

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