About
He earned his Certified Public Accountant (CPA) designation in 2003 and is currently a practicing income tax specialist. Bryan is a member of the Accountancy Board of Ohio and Ohio Society of CPAs. He is a Certified Financial Planner™ certificant. Bryan is a Cleveland native and graduate of St. Edward High School. He played baseball at Ohio University and attended MLB pitching tryouts for the Florida Marlins and Cincinnati Reds. Bryan lives in Strongsville with his wife and twins.
Education
Ohio University
Bachelor of Business Administration in Accounting (2000)
Dave Lightner
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service
Mitchell Knotek
Associate, Client Accounting