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
Julian
Munoz
Investment Advisor/ Partner
Puerto Rico
Yahaira
Torres-Siaca
Investment Advisor/ Managing Partner
Puerto Rico
Roberto
Maldonado
Investment Advisor/ Partner
Puerto Rico
Glen
Colwell
President
Milwaukee/Chicago

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Latest Updates & Information

1 Q 2018 Commentary

International Markets continue to be the most favored area of investment for the first quarter of 2018 and looking forward for the next 12 months. The best performing asset class in Q1 was emerging market.

Read full story here

4 Q 2017 Commentary

Recent allocation changes have yielded good results in 2017. A greater exposure to International Equities turned out to be timely. There is still room for normalizing this allocation if you have not done so yet.

Read full story here

Fourth Quarter 2017 Market Insights Video

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

Watch video here