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
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

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.

Read full story here

Second Quarter 2018 Market Insights Video

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

Watch video here

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