About
Kevin has over 15 years of experience in the wealth management industry, specializing in the Family Office and ultra-high-net worth (UHNW) space. He works closely with business owners, executives, and multi-generational families through the financial planning process to simplify complexity and provide thoughtful guidance around building, managing, and preserving wealth.
Kevin lives in Chardon with his wife, Stephanie, and their three daughters.
Outside of work, he enjoys golfing, Cleveland sports, and—most of all—cheering on his daughters in basketball, softball, and soccer.
Professional Designations
Certified Financial Planner (CFP®)
Certified Exit Planning Advisor (CEPA®)
Education
John Carroll University
Bachelor of Science, Finance
Dave Lightner
Founder, FSM Wealth
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
Matt Burnham
Senior Vice President, Wealth Management
Michael Baker
Vice President, Wealth Management
Dan Romic
Director, Wealth Management
Doug Ambrose
Director, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Vice President, Client Service
Emily Weber
Manager, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Director, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Manager, Wealth Management
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Senior Associate, Client Service
Charlie Hruby
Associate, Wealth Management
Mitchell Knotek
Associate, Wealth Management
David O'Donnell
Associate, Operations