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| ONE CHARITABLE GIFT, | A LIFETIME OF BENEFITS |
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Laura Gorretta - A practicing attorney in Chagrin Falls, Ohio, Laura Gorretta offers expertise in estate planning, wills, trusts, trust administration, guardianships, and elder law.
Prior to opening her own office in 2011, Laura was an attorney with Woodward & Griffiths; had spent over six years in the Estate Planning, Trust and Probate practice section of Calfee Halter & Griswold in Cleveland; and also served as Director of Gift Planning at Hiram College.
Other previous experience includes Ameritrust Company where she served as an attorney for the personal trust department; and Jones Day in Cleveland as part of the litigation group.
Laura has an undergraduate degree from Hiram College; a Masters in History and Archives Administration from Case Western Reserve University, and law degree from Case Western Reserve University School of Law.
With a background in charitable giving and nonprofit law, Laura has assisted donors to the Kent State University Foundation and enjoys matching charitable giving techniques to donors' philanthropic goals.
Laura is active in many professional and community associations including the Ohio State Bar Association section of Estate Planning, Trust and Probate Law; and the National Academy of Elder Law Attorneys; in addition to numerous other local and regional organizations. [email protected]
Brian Marino - Brian has been in the Financial Services Industry since 1998, and Skylight Financial Group since 2006. In his business, Brian specifically works with executives and individuals, privately held business owners and special needs families.
As an advisor, Brian works with executives and individuals to help quarterback their financial planning by collaborating with his clients' CPA's, Attorney's, and other advisors to create total integration and maximum efficiency within their financial lives. With a focus on retirement planning, tax reduction strategies, wealth accumulation, protection strategies and estate planning, Brian's ultimate goal is to help paint a clear picture for achieving his client's goals and objectives.
As a Senior Business Planner, Brian specializes in serving the complex needs of business owners by helping them create a roadmap with their personal financial planning and prepare for the eventual transition out of their business and into the next stage of their lives. Additionally, he helps craft strategies for each organization's executives, managers and employees to assist in attracting and retaining top talent, as well as enhancing employee benefits.
As a Special Needs Consultant, Brian works with families that have children and adult children with various disabilities and who face unique challenges. He focuses on helping them navigate through both their personal financial planning, as well as the Life Care Planning for their dependents with special needs. He has helped hundreds of families by providing education, resources and financial strategies through a process that encourages ongoing communication within the financial, medical and social communities.
An advocate for philanthropic behavior, Brian actively volunteers for numerous non-profit organizations and special needs groups. He serves on the boards of the Skylight Foundation and Different Needz Foundation, and is Vice President of Kent State's National Alumni Board of Directors.
Brian is a graduate of Mentor High School and received his BBA from Kent State where he was a member of the Ice Hockey and Lacrosse teams. In addition, he also was honored to have played hockey as a member of Team USA.
He resides in Avon Lake with his wife Sara, their daughter Stella and son Drake. [email protected]
Daniel Huffman – Managing Director – Investment Officer, Huffman-Mayer Wealth Management Group of Wells Fargo Advisors.
Dan is a Premier Advisor one of the firm's special recognition levels and reflects a high level of standards as measured by one or more of the firm's criteria for revenue generation, educational attainment and client-service best practices.
A graduate of Indiana University, Dan has over twenty-eight years of investment planning experience. In 1986 he received his CFP® certification from the College of Financial Planning, and has also earned the title of Retirement Plan Consultant from A.G. Edwards (now part of Wells Fargo Advisors). An active member of the community, Dan serves on the Grace Church of Mentor Advisory Committee and the Board of Directors of Great Lakes Bible Institute. Dan previously served as president of the local Chamber of Commerce and the Kiwanis Club. Dan is married to Lori and they are the proud parents of eight wonderful children, and six grandchildren.
Dan proposes a value oriented investment style using broad diversification and believes capital preservation to be integral to building long term wealth.
[email protected] 3705 State Rd., Suite 100, Ashtabula, OH 44004
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
Michele K. Keith was admitted to the Ohio Bar in 1988. Since then, her legal practice has primarily involved estate planning and estate administration, with related experience in real estate and business transactions. After 20 years of Cleveland firm practice, she moved her professional office to Kent and joined the firm of Flynn Keith & Flynn. She was born and raised in New Jersey. She graduated in 1984 from Boston College (B.A. English and Philosophy) and in 1988 from of Case Western School of Law (J.D.). Michele is a member of the Ohio State Bar Association and Portage County Bar Association. She is a member of the Estate Planning Council of Cleveland. She serves as Trustee on the board of The Portage Foundation. Her husband is an alumnus of Kent State University and the Keith's have lived in Kent since 1990 partly because of her husband's fond memories of his experience at KSU. Michelle was a featured panelist at the 2012 "Ask the Panel" informative seminar on wills and charitable planning. [email protected]
James E. Mayer, Jr – Managing Director – Investment Officer, Branch Manager Huffman-Mayer Wealth Management Group of Wells Fargo Advisors.
James has been a financial advisor with Wells Fargo Advisors, since February 2000. Originally from Lake County, he holds degrees in Accountancy and Finance from Wright State University and began his investment career in Dayton, Ohio. In 2000, James returned to northeast Ohio and joined the Wells Fargo Advisors Ashtabula branch office. James has more than 14 years of experience in financial services and holds the designation of Chartered Retirement Plan Specialist (CRPS®). James is very active in community affairs, having served on the Boards of Directors for the Ashtabula Area Chamber of Commerce, Ashtabula YMCA, Geneva Rotary, LEADERSHIP Ashtabula County and The Speech, Hearing and Rehabilitation Center. His personal passion is heart disease and he is a member of the American Heart Association and actively involved in the annual Heart Walk. James is married to Allison and they are the proud parents of daughters, Reese Elizabeth and Nora.
James' primary investment interests focus on retirement planning and estate planning strategies. His personal client service philosophy centers on getting to know each client individually and to maintain constant contact to build a lasting personal relationship. [email protected] 3705 State Rd., Suite 100, Ashtabula, OH 44004
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
Ryan Richards - Financial Consultant, Huffman-Mayer Wealth Management Group of Wells Fargo Advisors.
Ryan is a knowledgeable professional with 10 years' experience in financial services. Ryan joined Wells Fargo Advisors. Ashtabula branch office in 2009 and enjoys the personal contact with customers, building relationships and helping his clients to achieve their personal financial goals. Ryan holds a B.A. in History from Kent State University and is actively involved in the community. Ryan resides in Ashtabula, is an active member of Grace Gospel Church and in his spare time loves to golf, workout and root for the Cleveland Cavaliers.[email protected] 3705 State Rd., Suite 100, Ashtabula, OH 44004.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
Randall J. Keller - Financial Representative/Field Director, Northwestern Mutual - Northeast Ohio Group
Randall J. Keller is a Kent State alumnus with a degree from the College of Business. He began his career at Northwestern Mutual as an intern where he finished as the #7 Representative in the country in 2008! Today, he is a Field Director and Financial Representative in Northeast Ohio. Randall has also teamed up with Dan Leslie, CLU, CFP, CLTC, ChFC in the local Fairlawn office to help many individuals, families, and businesses create financial security in their lives. They work with people that are serious about their planning and wish to maximize their impact and legacy with the people and organizations they care about most. Dan and Randall specialize in the products and services that create the most leverage when it comes to accomplishing this. Their partnership with Northwestern Mutual also gives them exclusive access to some of the best tools that exist in this arena, while being able to independently represent over 30 other companies and entities independently. What is different about their team's approach is the attention they give to someone's mission, and vision and helping them think about what is possible. Randall currently resides in Brecksville with his wife Kelley. They are active in the Kent State Alumni Association, Greater Akron Humane Society, Grape Escape Foundation, and Akron Food Bank. Randall also serves on the board of the Community Job Club and University of Akron Executive Marketing Board, Randall and Kelley enjoy staying active by biking, playing tennis, attending local sporting events, and spending time in the National Parks. [email protected]
Margaret is featured with Lucie, her therapy dog.
Attorney Margaret H. Kreiner, has over twenty-six years of Elderlaw experience including Medicaid Estate Planning, Probate, Wills, Trusts, Durable Powers of Attorney, Living Wills, Durable Powers of Attorney for Healthcare, Medicare, Veteran's aid, Elder Care, Estate Planning, caregiver's problems, and spousal impoverishment. Her areas of practice are: Elder Law and Estate Planning, Probate, Wills and Trusts, Asset Protection, Medicaid Planning, SSI, and Mediation.
Kreiner earned a B.S. degree in Chemistry from Kent State and holds M.B.A and J.D. degrees from the University of Akron.
She is the co-author of the book Ohio Elder Law, and has written articles for the American Bar Association, Ohio Bar Association, Mature Living Magazine, Women's Journal, Long Term Care Insurance, and Handbook for Guardians; the Florida Elderlaw chapter for the Elderlaw Handbook. Attorney Kreiner is a mediator for the Summit County Probate Court, the Better Business Bureau [also arbitrator], and the Domestic Relations Summit County Court. She is certified in Elder Law by the State of Florida and the National Elderlaw Foundation, and approved by the State of Ohio. She is a member of the Akron Bar, Volunteer Hospice Attorney, the Ohio State Bar, (member committees: General Practice, Tax and Probate sections), and the American Bar (membership committees: Probate and Taxation sections) Associations, the Florida Bar (member committee, Elder Law Section), the National Academy of Elder Law Attorneys, including the Ohio NAELA Chapter, and the Ohio State Bar College. Past member of the Board of Directors of OASIS (Older Senior Information Services) since 1994 and served as its chairperson; and the Women's Board of the Cleveland Natural History Museum.
You can reach Margaret Kreiner at 330-923-5315 or email her at [email protected]
www.kreinerlaw.com
Philip T. Anderson, MBA – Financial Consultant, Huffman-Mayer Wealth Management Group of Wells Fargo Advisors. Phil currently is working as a Financial Consultant with the Ashtabula Office of Wells Fargo Advisors.
Phil has been in the financial services industry for nearly ten years, and has lived in Northeastern Ohio his entire life. Phil earned a degree in Finance from Mount Union College followed by an MBA in Finance from Case Western Reserve's Weatherhead School of Management. Phil currently is working as a Financial Consultant with the Ashtabula Office of Wells Fargo Advisors and assists with research and client service. Previously, Phil spent more than five years at Longbow Research as an Equity Research Analyst. While at Longbow, Phil was recognized with numerous industry awards for outstanding research.
Phil resides in Geneva, OH with his wife Allison, and their three children, Graham, Sawyer and Julia. Away from the office, Phil is an avid sports fan, and enjoys cooking and spending time outdoors with his family. Phil looks forward to helping you and your family work toward your financial goals, whether planning for retirement, saving for the education of a loved one, or looking to preserve your existing assets. Phil can discuss financial strategies appropriate for your unique situation. [email protected] 3705 State Rd., Suite 100, Ashtabula, OH 44004
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
Daniel T. Moore, CPA
As the owner of D.T. Moore and Company, LLC in Salem Ohio, Daniel's ever growing practice concentrates on accounting, tax planning and preparation, payroll services, and compliance for individuals and small businesses. He works with start-up companies helping to design the concept, strategizing through development, leading to growth. Daniel has been honored multiple times by the CPA Practice Advisor's '40 Under 40' in the accounting profession. He has served on many boards including the Internal Revenue Service Advisory Counsel (IRSAC), the Wage and Investment subgroup of IRSAC. He is a past member of the AICPA Individual Income Tax Technical Resource Panel and currently serves on the Tax Practice Management Committee. He has also served on the IRS executive steering committee for the 1040 modernized efile platform implementation. Dan conducts continuing education seminars on topics ranging from advising clients on social security benefits, planning for college costs and working with tax exempt organizations; and presents seminars on tax identity theft, federal tax updates and individual and business tax preparations. He has taught income taxation as an adjunct professor at Youngstown State University. He is a member of and spoken on behalf of the Ohio Society of CPAS on the topic of the Ohio Budget Task Force. In addition, he has served as a panelist on the Internal Revenue Service webcast series, "Tax Talk Today." Dan received his Bachelor of Business Administration- Accounting Degree, Cum Laude, from Kent State University and is a member of the Kent Salem Advisory Board and Kent State University Alumni Association; he received his Master of Public Administration from Gannon University, Erie, PA. [email protected]
*Advisors and services are provided for general information only. None of the information presented on this site should be construed as formal legal, accounting or other professional advice, or the formation of an advisor/client relationship. Reference in this site to any specific advisor, product or service, or the use of any trade, firm or corporation name is for the information and convenience of the public, and does not constitute any endorsement, recommendation, or favoring by Kent State University.
