6100 Oak Tree Boulevard South
We Seek People With Empathy, A Desire For Excellence, And Enthusiasm For Connecting With Others In Meaningful Ways.
CEO & Founder
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...
Business Development Specialist
Anthony joined Ownership Advisors following a successful career in financial services. Starting with Quicken Loans, Anthony moved through the ranks becoming a regional leader faster than anyone in company history. He was later...
Marla brings a servant heart and financial wisdom to Ownership Advisors, having served very affluent families in North East Ohio for over twenty years. Starting as a CPA in the tax department of Arthur Andersen, Marla was soon asked to...
Underwriting and Case Design Analyst
With over 25 years of experience serving the unique financial needs of high-net worth families, Pam is known for her creativity and get it done spirit. Pam loves to help people find the best and most tax efficient ways to protect and...
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.