Meet The Team

Don Qualters

Owner, Wealth Advisor

440-925-3040

440-925-3041

don@balancedassetmanagement.com

With over 24 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 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 solutions 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 has been married for over 25 years 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.

Schedule an Appointment with Don

Rick Potts, CFP®

Wealth Advisor

440-925-3040

440-925-3041

rickpotts@balancedassetmanagement.com

Rick began his career in the financial services industry at Edward Jones in 1995. Prior to joining Balanced Asset Management, Rick worked for Ameriprise Financial. Rick works with individual clients to develop financial planning and investment strategies.

Along with Rick's CFP®, Certified Financial Planning designation, he also holds securities registrations Series 7 and Series 63 and is licensed for life, variable life, health, disability and long term care insurance in the state of Ohio.

In working with people on a long-term relationship basis, Rick is committed to a confidential and client oriented relationship. Through his commitment to a rigorous continuing education program, he continues to expand his skills and maintain his certifications.

Rick and his wife Sherry reside in Avon Lake. In his free time, Rick enjoys traveling and playing golf. 

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Jeff Meissner

Founding Partner (Retired)

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 Tanski

Senior Planning Assistant

440-925-3040

440-925-3041

amy@balancedassetmanagement.com

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. Amy joined our firm in 2006 and in 2009 she earned her Series 24 - General Securities Principal license. She is responsible for overseeing the administrative and operational functions for our growing team of financial professionals.

Emila Ashdown

Wealth Management Associate

440-925-3040

440-925-3041

emila@balancedassetmanagement.com

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 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 been married to her high school sweetheart Daniel for 26 years 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 Qualters

Administrative Associate

440-925-3040

440-925-3041

lynn@balancedassetmanagement.com

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. She was new to the financial world as her background is in healthcare, where she spent over 25 years working in the hospital setting as a Speech Language Pathologist. 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, snuggling with their 2 King Charles Cavalier pups, playing tennis or traveling.

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