Live Well. Finish Well.
We help families in Akron, Ohio and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.
Akron, OH
Pilgrim Square
2295 West Market St.
Akron, OH 44313
Advisors
Stacey Zahoranski
Founder | Wealth Advisor
Mike Bajc
Advisor | Client Service Manager
Investments
Cole Pearson
VP, Investment Solutions
Nathan Willis
Director of Portfolio Strategy,
Senior Portfolio Manager
Peter Klingelhofer
Director of Research,
Senior Portfolio Manager
John Siverling
Director of Private Markets &
Impact Advocacy
Tom Mueth
Director of Advisor Engagement
Rob Riley
Investment Analyst
Operations
Rob Grubb
Founding Member
COO
Charlie Watkins
Chief Financial Officer
TJ Claud
Chief Compliance Officer
Brian Church
Chief Growth Officer
Matthew Moses
VP, Operational Consulting
Wade Johnson
Director, Transition
and Operations
Jennifer Rogers
Director of Advisor Operations
Samantha Vance
Director of Marketing