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My Role as Founder

Richard Tanner

My Role As Founder
Richard Tanner talks about his role as founder of Ownership Advisors
President and Founder of Ownership Advisors, Inc.

President and Founder of Ownership Advisors, Inc.
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As president, Richard is a leader and innovator in values-based planning and focuses his unique talent in helping families maintain harmony throughout the process. Richard is also a recognized authority on the creative use of employee ownership in family firms. He has been a speaker for industry and professional
groups, including:
  • The Attorneys for Family Held Enterprises
  • Cleveland Estate Analysts
  • The ESOP Association
  • The National Center for Employee Ownership (NCEO)
  • Ohio Ownership Center
  • Greater Cleveland Growth Association
  • Catholic Charities
  • Northern Ohio Planned Giving Council
  • The Ohio Chapter of CPA’s
  • American Society of CLU
  • Precision Machined Products Association
  • Precision Metal Formers Association
  • Ashland University
  • Kent State University
Richard and his wife Gail live in Lakewood, Ohio and have two adult children. Richard is actively involved with his church and volunteers his time through music ministry and board involvement with Youth for Christ and Greater Cleveland Christian Schools. In addition to enjoying water sports and running, Richard is a classically trained musician.

Richard Tanner may be reached by phone at 216-328-5538 or by
email at rtanner@ownershipadvisors.com.