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Our People

We Seek People With Empathy, A Desire For Excellence, And Enthusiasm For Connecting With Others In Meaningful Ways. 

Our People

Richard Tanner

CEO & Founder

(216) 328-5538

rtanner@ownershipadvisors.com.

As CEO and founder of Ownership Advisors, Richard brings over 30 years of experience in counseling successful families to navigate through difficult life transitions. Early in his career, Richard became fascinated about how families of...
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Mark Van Drunen

President

(216) 328-5538

mvandrunen@ownershipadvisors.com

Mark Van Drunen assumes a vital role at Ownership Advisors by his proactive nature and compassion for all who walk through his door. He values working with families who see wealth as a means to an end rather than the end itself. With...

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Connie Wilson

Client Advocate, Insurance Administration

(216) 328-5538

cwilson@ownershipadvisors.com

Connie 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...

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Ally Werden

Financial Planning Assistant

(216) 328-5538

awerden@ownershipadvisors.com

Ally 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...

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Strategic Alliances

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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