6100 Oak Tree Boulevard South
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...
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...