Our People

	Richard Tanner As president and founder of Ownership Advisors, Richard is passionate about helping successful families manage, protect and transfer their total wealth. Richard is the creator of The PurposedWealth System, a unique process for affluent families and entrepreneurs to build alignment between financial wealth and life purpose. With over twenty years of experience, Richard has authored many articles on business succession and charitable estate planning. In addition to counseling his own clients, Richard successfully engineered his own exit strategy after more than 10 years with a prominent local family held business. Find out more about Richard Tanner... Richard Tanner may be reached by phone at 216-328-5538 or by email at rtanner@ownershipadvisors.com.
	Mark Van Drunen Enthusiasm, confidence and compassion are what people say after meeting Mark Van Drunen. His strong analytical skills and warm demeanor help Mark deliver Raving Fan Service to our wealth management clients. Mark brings a rare combination of technical ability, communication, and leadership to Ownership Advisors. With both a Master's Degree in Financial Planning and Taxation, along with his Certified Financial Planning designation, Mark is uniquely qualified to serve even our most demanding wealth management clients. Prior to joining Ownership Advisors, Mark was head of financial and estate planning for the largest independent brokerage firm in the U.S. Most recently, Mark worked with some of the most successful high net-worth families in the area, managing over $170 million for a large local bank. "I am passionate about helping successful families make wise wealth decisions that create a positive impact now and into the future." Mark brings unusual passion to help those less fortunate than himself. Right out of college, his first job was teaching disadvantaged young people how to work. According to Mark, "I was blessed to be raised in a great family with strong values and work ethic. Giving back was something I learned early on." Mark and his wife, Sarah, live in Hudson and enjoy sharing time with their two young daughters, one son and extended family. Mark is very involved with his local church and enjoys leading a small Bible study in his spare time. He also plays soccer in a weekend men's league. Mark Van Drunen may be reached by phone at 216-328-5538 or by email at mvandrunen@ownershipadvisors.com.
	Joyce Schindler Joyce Schindler brings 18 years of executive assistant and office management experience to Ownership Advisors. With over 14 years in financial services, Joyce understands the sensitivity necessary when dealing with private family wealth matters. While experience is important, attitude is everything. Joyce brings a quiet confidence to our office each day allowing us to be more effective in delivering on our promises to clients. Without drawing attention to herself, Joyce consistently anticipates our needs and gets things done. Our clients appreciate her positive attitude, professional approach and warm spirit. Joyce and her husband Jim love visiting museums and hiking. Izzy, their black lab, prefers the hiking however. Joyce is an active member of Divinity Lutheran Church and serves on several boards and committees along with active involvement in the Via de Cristo movement. Joyce Schindler may be reached by phone at 216-328-5538 or by email at jschindler@ownershipadvisors.com.

Strategic Alliances

Heritage Institute Lori Coonen Lori Coonen is a Certified Wealth Consultant and Regional Director with The Heritage Institute, Portland, OR. She works with families who want to enhance their connection, communication and stewardship now and in the future. Lori has over fifteen years experience in personal financial planning and heritage planning. Her focus is on connecting generations by guiding clients to discover and articulate their values, visions and the legacy they want to live now and the legacy they wish to leave for generations that follow. To accomplish that goal, Lori facilitates family meetings to create a culture of communication and trust that supports multi-generational family unity. In the process she builds and facilitates fully collaborative teams that include the clients and other professional advisors. Lori is a lifelong learner and in her free time she enjoys playing sports, reading, watching her favorite NFL team - the Green Bay Packers, driving and riding Harley Davidson motorcycles with her husband, Roland and their daughter, Miranda. Lori volunteers at Miranda's school and is actively involved in her church and with several other community organizations. She received her CFP from the College of Financial Planning, Denver, CO; Bachelor of Science - Carroll College, Waukesha, WI. Lori is a member of the FPA - Northeast Wisconsin Chapter, Fox Valley Estate Plan Council, Advisors in Philanthropy, EWGA, and the Women's Fund of the Fox Valley Region - Development Committee and co-chair of the Events Committee.

Investment

LPL Financial

Financial Planning Magazine article on LPL, November 2009
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Fee-based planning, asset management and securities
offered through LPL Financial Member FINRA/SIPC.

Member of Securities Investor Protection Corporation (SIPC).
For an explanatory brochure, please visit www.sipc.org.