Our Team

Beth
Krasnow
Estate Planning Attorney/Education Specialist
Cleveland
David
Krasnow
President and Chief Executive Officer
Cleveland
Debi
Stranman
Senior Client Manager
Cleveland
Brandon
Dunn
Senior Client Manager
Cleveland
Ivana
Gavran
Investment and Education Specialist
Cleveland
Marci
Dworken
Client Manager Investment Support
Cleveland
Diana
Rodd
Internal Client Manager
Cleveland
Julian
Munoz
Retirement Plan Advisor
Puerto Rico
Yahaira
Torres-Siaca
Retirement Plan Advisor
Puerto Rico
Glen
Colwell
President
Milwaukee/Chicago

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Latest Updates & Information

2nd Qtr 2017 Market Insights

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are still healthy.  There has been little change to inflation, which stays solidly below 2%, but remains in a safe zone. 

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Second Q Market Insights

Check out the Second Quarter Market Insights led by Beth Spurry.

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1st Quarter 2017 Market Commentary

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are all favorable. Unemployment is now in the 4.7% range, while wage inflation has held its slight upward trend.

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4th Q Market Insights

There were two events in the Fourth Quarter that influenced U.S. and foreign financial markets: Donald Trump won the presidential election which led to positive growth on Wall Street & the Federal Reserve’s December interest rate of 0.25% signified the Fed's confidence in the improving U.S. economy.

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