About
Amber focuses on making sure our clients’ financial lives are accounted for. In addition to working directly with clients to be certain their ongoing service needs are met, she meticulously accounts for all transaction and reporting-related items. Amber enjoys spending time with her husband and three girls.
Education
Kent State University
Masters of Business Administration, Business Administration and Management (2008)
Kent State University
Bachelor of Business Administration, Accounting (2008)
Dave Lightner
Founder
T.J. Gliha
President & CEO
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Wealth Management
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Nick Paterniti
Senior Associate, Wealth Management
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Wealth Management
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Wealth Management