With over 25 years of experience in the financial services industry, Don works closely with clients in the areas of retirement planning, wealth accumulation, wealth preservation, college funding, income generation and estate planning strategies. Don currently holds the Series 7, 63 and 65 securities licenses through LPL Financial as well as the Ohio Life, Health and Variable Annuity licenses.

Known for his innovative approach, Don goes beyond conventional financial strategies. He explores creative strategies to address the unique challenges and opportunities that clients may encounter, demonstrating a forward-thinking mindset in financial planning.

Don is a graduate of Miami University in Ohio. He is married to his beautiful wife, Lynn, and they have three children, Kelsey, Don III and Avery.

In his spare time, Don enjoys spending time with his family and friends, golfing, boating, attending concerts, attending sporting events and traveling.

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After 30 years as a financial advisor, Rick retired with sincere gratitude for the clients who trusted him with their financial lives. The relationships built over the years were the true reward of his career, and he remains deeply thankful for every conversation, milestone, and connection.

Jeff began Balanced Asset Management in 1989. He proudly and successfully served his clients for over 35 years and built relationships that lasted multiple generations. For that, he expresses humble gratitude.

Jeff is currently enjoying retirement in Florida with his beautiful wife Jan.

Amy began her financial career in banking at Northern Savings. After spending several years in banking, she entered the investment world as an administrator with an investment firm in Fairview Park. While there she earned her Series 7 - General Securities Representative license held through LPL Financial. Amy joined our firm in 2006 and in 2009 she earned her Series 24 - General Securities Principal license held through LPL Financial. She is responsible for overseeing the administrative and operational functions for our growing team of financial professionals.

Emila began with Balanced Asset Management in 2016 as a client and officially joined the team as a Wealth Management Associate in 2021. Her financial career was spent primarily in the banking and lending industry where she gained extensive experience in the areas of finance and accounting. Her broad background gives her a unique insight into the wealth management needs of our clients. She holds her Series 7 and 66 securities licenses through LPL Financial and also serves as a notary public. Emila is responsible for initiating and monitoring investment transactions, processing disbursements from client accounts, assisting in client meetings, helping clients with administrative questions and concerns, and preparing the necessary reports for client planning meetings. She helps coordinate each client’s overall experience by working closely with the rest of the financial team.

She’s married to her high school sweetheart Daniel and they have two wonderful children, Kasey and Bret; as well as their quirky boxer named Archer. In her free time, Emila enjoys spending time with her family, baking, hiking in the Blue Ridge Mountains, and traveling.

Lynn has worked at Balanced Asset Management since 2020 as an Administrative Associate. Her dedication to excellence and keen eye for detail ensures our financial team operates at the highest standards, delivering exceptional service to our clients. Lynn is married to her husband Don and they have 3 children; Kelsey, Don III and Avery. When not at Balanced Asset Management, you will find Lynn pursuing her lifelong passion of volunteering with Hospice patients, spending time with family and friends, golfing, playing tennis, traveling or snuggling her 2 King Charles Cavalier pups.