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
Roberto
Maldonado
Retirement Plan Advisor

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Latest Updates & Information

Third Quarter Market Insights

Third quarter, 2017 saw stocks rise amid a brighter outlook for the global economy and better-than-expected corporate earnings.

Read full story here

3rd Q Market Insights

Check out the Third Quarter Market Insights led by Beth Spurry, CFP, CTFA.

Watch video here

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. 

Read full story here

Second Q Market Insights

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

Watch video here