Partner, Wealth Advisor
With over 23 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...
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...
Wealth Advisor, CFP®
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...
Senior Planning Assistant
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...
Wealth Management Associate
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...
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...