Broker Check

Company Name - City, State

1991 Crocker Road
Suite 100
Westlake, OH 44145

Call Us: 440-925-3040

Your Team

Don Qualters

Partner, Wealth Advisor

440-925-3040

440-925-3041

With over 22 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 str...

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Jeff Meissner

Founding Partner, Wealth Advisor, CFP®

440-925-3040

440-925-3041

Jeff began serving clients with IDS/American Express in 1985 and soon became an independent advisor so he could offer clients not just 26 investment products, but over 10,000. Balanced Asset Management was born in 1989. As much a...

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Amy Tanski

Senior Planning Assistant

440-925-3040

440-925-3041

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...

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Emila Ashdown

Wealth Management Associate

440-925-3040

440-925-3041

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 extensi...

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Lynn Qualters

Administrative Associate

440-925-3040

440-925-3041

Lynn has worked at Balanced Asset management since 2020 as an Administrative Associate. She was new to the financial world as her background is in healthcare, where she spent 25 years working in the hospital setting as a Speech...

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