Richard TannerAs 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 firstname.lastname@example.org.
Mark Van DrunenEnthusiasm, 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 Planner™ practitioner 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 email@example.com.
Sheryl GrospitchWith a plethora of experience in the service industry, Sheryl brings grace and charm to every visitor to our office. Sheryl greets our guests with a smile and shares her gifts of hospitality with everyone she meets. In addition to her role as Vice President of First Impressions, Sheryl assists our clients by providing administrative support to our management team.
Sheryl and her husband Rick are residents of Seven Hills, OH and are active members of St. Michael’s Parish. They enjoy good restaurants, Cleveland history, Cleveland Indians Baseball and spending time with their friends and family. They are both actively involved with various organizations and charities in their community.
Sheryl may be reached by phone at 216-328-5534 or by email at firstname.lastname@example.org.
Connie WilsonConnie Wilson brings over 25 years of years of experience in the financial service industry. She views her role as client advocate very seriously and brings to Ownership Advisors clients a comprehensive understanding of the financial and estate planning needs of the ultra affluent. In her position as Chief Underwriter, Connie manages large and complex life insurance transactions to insure that our clients have a great experience. As Chief Underwriter, Connie is in charge of gathering sensitive medical and financial information and making sure that confidentiality is protected throughout the process. She then packages this information for submission to a range of insurance companies to begin the process of negotiating for the best product and pricing on behalf of our clients. In her role as your advocate, she is there to help clients get the right product at the best price by having the top carriers in the country compete for their business. Connie is also responsible for making sure that once an insurance plan is in place, our clients continue to receive Raving Fan service for as long as they own the policy.
Connie Wilson may be reached by phone at 216-328-5538 or by email at email@example.com.
Ally WerdenAlly grew up in Ohio where she attended the University of Akron. After graduating with a degree in financial planning and psychology, she entered the financial services industry starting with a large regional bank supporting a financial advisor. Over the next three years she obtained her Series 7, 66 and life insurance designations. In her next position with Charles Schwab, Ally discovered her love of numbers and helping people. For the next three years, she specialized in retirement plans and investments before joining the Ownership Advisors team in 2017. Ally supports our wealth management division and has become an expert at analyzing financial data and creating in depth financial plans. She’s currently in the process of completing her CFP® certification.
Ally brings enthusiasm and a cheerful spirit to our team and to every meeting she participates in. Ally hopes to be like her 91-year old grandma who she calls her “hero” because grandma is such a hard worker and always has something good to say about other people. Ally and her husband Jason live in Sagamore Hills and are expecting their first child in June.
Ally Werden may be reached by phone at 216-328-5538 or by email at firstname.lastname@example.org.
The Heritage Institute, LLC
Lori CoonenLori Coonen is a Heritage Design Professional™ trained and certified by The Heritage Institute, Appleton, WI. Working together with families for over 20 years, she works with individuals and families who desire to keep their family strong and unified. Lori helps to connect generations, enhance communication and leadership skills, and provide opportunities to identify common values and purpose within the family.
To achieve the desired outcomes determined by the family, Lori helps prepare the family and their heirs through intergenerational mentoring and coaching along with facilitating family meetings that create a culture of communication and trust and supports multi-generational family unity. In the process she builds and facilitates collaborative teams that include the clients and their other professional advisors.
As Chief Learning Officer for The Heritage Institute, Lori creates collaborative partnerships with other professional advisors/firms and is brought in as the expert to provide heritage design services to their client families that are seeking solutions to create multi-generational family unity. She also oversees the Heritage Design Professional certification curriculum. To stay actively involved in the program, Lori will also coach candidates, join in as lead instructor for training sessions and coordinates the training events.
Lori is the co-author of the book, unPrepared: Heirs at Risk. She is a lifelong learner and continues to enhance her skills to better serve her clients. Early in her career, Lori received her CFP™ from the College of Financial Planning, Denver, CO, is a Certified Facilitator for Stratton's Interpersonal Leadership Styles Survey (ILS), and most recently completed the Facilitating Effective Communication & Dynamics Program. 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 is actively serving in her church and several other community and national organizations.
Lori Coonen may be reached by phone at 920-462-4534 or by email at email@example.com
LPL FinancialFinancial Planning Magazine article on LPL, November 2009
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