The way forward

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Michele has been a Financial Advisor for 26 years. Michele serves as the lead contact for our clients' planning needs, specializing in high net worth clients as it pertains to their investments, retirement planning and asset transition strategies. Her CFP® expertise brings a distinct advantage to our clients who need guidance regarding their total financial picture or more focused needs such as cash flow analysis or retirement income planning. Michele holds the Portfolio Management Program (PMP) designation, which allows her to offer a discretionary portfolio strategy to our clients.

Outside of the office, Michele is a member of Kent Coterie, is an active Kent State alumnus and serves on the National Athletic Development Council (NADC). She lives in Kent with her husband, Garret, and their two children.

• CERTIFIED FINANCIAL PLANNER™

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Garret has 25 years of experience in the industry. He attended Kent State University, where he earned a Bachelor of Liberal Arts and an M.B.A. in Business Administration.

Garret's primary focus is helping clients define their financial needs using a comprehensive process to help them understand the different strategies available to them which include, but are not limited to money managers and customized portfolios. His Portfolio Management Program (PMP) designation allows for discretionary management of client portfolios. He also has extensive experience with qualified retirement plans.

Garret is active within the community as a volunteer for several nonprofit and charitable organizations. For the past 17 years, he has served as Ward 1 Councilman for the City of Kent. In his free time, he enjoys golf and skiing.

• Kent State University, Bachelor of Liberal Arts, Business Administration
• Kent State University, M.B.A. in Business Administration

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• VT

Michael has over 20 years of experience as a Financial Advisor.

Michael focuses on retirement planning at both the individual and corporate levels. He is responsible for individual investment allocations which includes the mix of equities, exchange traded funds, mutual funds, annuities, and fixed income investments. This allows him to assist our clients in developing investment portfolios that align with their risk tolerance and financial goals.                                                                       

In addition to his career, Michael enjoys spending time with his family, traveling, playing music and golf. He currently resides in Stow, with his wife, Barbara.

• OH

Mei has 18 years of experience in the financial services industry. She holds a bachelor's degree from the University of Akron with a double major in international business and financial services. She is Series 7 and 66 securities licensed.

Mei assists with all aspects of the portfolio review process for our clients and focuses on client satisfaction through client contact and event coordination. Mei gathers all the relevant client information to begin the financial planning conversation. Her REGISTERED PARAPLANNER™ (RP®) designation is used to develop financial plans for our clients. She also provides support to Candace regarding administrative issues.

Mei resides in Green with her husband, Kirk, and their three children. She is an active volunteer with scouting.

• University of Akron, bachelor's degree, with a double major in international business and financial services

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Candace has 13 years of experience in the financial services industry with an emphasis on banking services and products. She has worked with other financial advisor teams in the Northeast Ohio Complex as well as provided branch technology support in her previous position at UBS.

Candace is the first point of contact for all administrative inquiries. She strives to provide the highest level of service to our clients by guiding them through our client service model and making sure clients are kept aware of any administrative issues.

Candace resides in Stow with her husband, Tim, and their two children. She and her family serve their church in a variety of capacities including their teen youth program and basketball program.