Jason is a CFA charterholder with over 20 years of investment experience. He has worked as a Senior Portfolio Manager in the trust departments of large regional banks, helping high net worth individuals and business owners achieve their investment goals. He manages client portfolios and services their financial needs. Jason is a graduate
Jason is a CFA charterholder with over 20 years of investment experience. He has worked as a Senior Portfolio Manager in the trust departments of large regional banks, helping high net worth individuals and business owners achieve their investment goals. He manages client portfolios and services their financial needs. Jason is a graduate of Ashland University. His MBA is from Case Western Reserve University. He is an active volunteer in his church. He serves as unpaid principal for his family's homeschool. Jason enjoys writing historical fiction, splitting firewood, and playing the guitar in his free time
Paul Croy, Esq. - Partner RCO Law
Thomas Weinrich - Retired Owner, Metal Forming & Coining
Craig Varner - Director of IT, Matrix Technologies
Jerry Born - Retired VP, Emerson Network Power
April serves clients as an Operations Associate. She has over 20 years of experience in accounting, client service, and marketing. April is Jason's spouse. She is an active Sunday School teacher and homeschool mom and received her accounting degree from Lorain County Community College. April usually has no free time, but when she does, she enjoys reading and planning the family vacation..
Experience You Can Trust
We gained experience working with high net worth clients while a part of a large corporate setting as well as in local Registered Investment Advisors. Chances are, we've taken care of individuals, families, and business owners just like you.
We believe that being independent means we are nimble enough to react quickly to client needs. Client communication is important to us. We strive to exceed client expectations by proactively reaching out via phone calls, emails, and newsletters on a regular basis. Meetings, too, are a part of our service model. Many client reviews take place right at our clients' kitchen tables.
Customized Investment Solutions
Our shop is NOT about pulling an investment model off the shelf and putting it into a client account. Instead, using the time-tested methods of investing with a margin of safety, we build client portfolios one security at a time. In this manner every client gets a truly customized set of investments that we believe will have the best opportunity to reach his or her goals.
Robust Financial Planning
We utilize sophisticated software to help you get the most from your financial plan. Whether you are saving for retirement, college, or an altogether unique goal, you'll do so with confidence after our review.