Your Team
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 Meissner
Founding Partner (Retired)
Jeff began Balanced Asset Management in 1989.
In the spring of 2000 when the tech bubble burst, Jeff watched as America’s portfolios dwindled in the historic meltdown. He knew there had to be a better way to invest his...
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...
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...
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...