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
Marci
Dworken
Client Manager Investment Support
Cleveland
Sarah
Horn
Education Specialist
Cleveland
Yahaira
Torres-Siaca
Investment Advisor/ Managing Partner
Puerto Rico
Julian
Munoz
Investment Advisor/ Partner
Puerto Rico
Roberto
Maldonado
Investment Advisor/ Partner
Puerto Rico
Glen
Colwell
President
Milwaukee/Chicago

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Latest Updates & Information

4 Q 2018 Market Commentary

The U.S. economy continues to stay in very healthy territory. Unemployment has stayed below 4% for many months while not showing the feared effect that an undersized labor force would have on productivity, and only showing mild wage inflation.

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3 Q 2018 Market Commentary

The 3rd quarter continued the economic progress seen so far in 2018. This good progress was seen in the extension of a bull market through Q3.

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2 Q 2018 Market Commentary

The 2nd quarter continued to roll out strong economic results in the U.S. Some of this good data buoyed the market slightly in Q2.

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