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Professional Advisor Council

This diverse group of tax, estate and financial planning experts brings perspective and experience to our work. 

From CPAs to attorneys to wealth managers, the following members of our Professional Advisor Council are adept at using philanthropy to strategically meet their clients' financial and charitable goals. To learn more, contact Laura Fink, director of development and professional advisor relations.

Naomi Ganoe
Chair
Naomi Ganoe

Naomi D. Ganoe
Director and Practice Leader, Private Client Services
CBIZ MHM LLC

Naomi Ganoe is a director and the Private Client Services Practice Leader for the Northeast Ohio region of CBIZ MHM LLC. She focuses on being an innovative leader while providing advisory services to individuals and business leaders on estate, fiduciary, gift, business and personal tax planning matters. She has served as an advisor to senior-level executives of publicly traded and privately held companies on income tax, estate and gift planning, trust taxation and implementation, options, personal financial planning, cash flow analysis and retirement planning. She has successfully represented clients in IRS audits and tax controversies.

Read Naomi's full biography.

John Adams
John Adams

John R. Adams, CLU®, ChFC®, CASL®, RICP®, CFP®
Founder and Principal, Adams, Gut & Associates
Northwestern Mutual

John Adams began his association with Northwestern Mutual as an intern in 1987 before graduating from the University of Akron the following year and embarking on his career as a wealth management advisor. John has earned a number of professional designations, including Chartered Life Underwriter (CLU®), the highest level of studies in the life insurance profession; Chartered Financial Consultant (ChFC®), the most extensive education for financial solutions professionals; Chartered Advisor for Senior Living (CASL®),  an expertise dedicated to the full range of financial, health, psychological and sociological issues confronting older individuals; Certified in Long Term Care (CLTC); Retirement Income Certified Professional (RICP™); and CERTIFIED FINANCIAL PLANNER™ (CFP®), a distinction for financial planners rooted in education, examination, experience and ethics.

Read John's full biography.

Trey Bennett
Trey Bennett

Lewis 'Trey' E. Bennett III
Associate
Stark & Knoll Co. LPA

Lewis ‘Trey’ E. Bennett III is an associate in Stark & Knoll’s Estate Planning & Probate Group. Trey focuses his practice in the areas of estate planning, probate administration, guardianships, Medicaid planning, disability trusts and special needs planning.

Read Trey's full biography.

Daniel Bloom
Daniel Bloom

Daniel J. Bloom, CFP®, NSSA®
Director of Financial Planning
Jentner Wealth Management

Daniel manages financial-planning activities for clients of Jentner Wealth Management. His areas of expertise include retirement planning, estate planning, risk management and insurance, tax planning, charitable gift planning, cash-flow planning, Social Security planning, education planning, business succession planning and legacy planning.

Read Daniel's full biography.

Alane Boffa
Alane Boffa

Alane Boffa, CPA, AEP®, MT
Partner, Tax & Family Wealth
Cohen & Co.

A leader in the Family Wealth Group at Cohen & Co., Alane provides high-net-worth individuals and family groups with critical tax planning around the issues that affect them most: business enterprises, estates and trusts, gifting techniques and philanthropic activities. Alane often coordinates between clients, their attorneys and other professional advisors to execute on strategies, and she is particularly knowledgeable about charitable trusts and private foundations. Additionally, many of Alane’s business clients have local and multi-state operations in the service and automotive industries.

Read Alane's full biography.

Thomas Clark
Thomas Clark

Thomas J. Clark, CFP®
Managing Director - Investment Officer
Wells Fargo Advisors

As a financial advisor with Wells Fargo Advisors, Thomas offers clients a wide range of services, from helping them select individual investments to developing a retirement plan. With access to a broad array of company resources – including research analysts and economic and market experts – Thomas helps clients make informed investment decisions based on their specific needs. 

Read Thomas' full biography.

Steven Cox
Steven Cox

Steven St. L. Cox
Partner
Roetzel & Andress LPA

Steven focuses his practice on estate planning, family business succession planning, probate matters, estate and trust administration, charitable planning/nonprofit institutions, and business and tax matters. He represents individuals and business clients in a wide range of tax, estate and succession planning matters.

Read Steven's full biography.

Marie Mirro Edmonds
Marie Mirro Edmonds

Marie Mirro Edmonds
President
Marie Mirro Edmonds Co. LPA

Marie Mirro Edmonds is an attorney in Medina who focuses her practice in the estate planning and elder law areas. She has been certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust and Probate Law, which makes her one of a small group of attorneys in Ohio to have earned this distinction. She has been practicing in Medina since 1989 and was with a small firm in Cleveland for nine years prior to that. She received her law degree from Case Western Reserve Law School and her undergraduate degree from St. Mary’s College in Notre Dame, Indiana. Marie is a founding member of the National Network of Estate Planning Attorneys, a member of WealthCounsel (a national organization of estate planning attorneys), a member of the Ohio and Medina County Bar Associations’ Probate and Trust Law Sections, and a member of the Medina County Estate Planning Council. She is a contributing author to several estate planning books, including "LEGACY: Plan, Protect and Preserve Your Estate," "GENERATIONS: Planning Your Legacy," and "GIVING: Philanthropy for Everyone."

Read Marie's full biography.

Matthew Hochstetler
Matthew Hochstetler

Matthew R. Hochstetler
Trusts & Estates Attorney
Day Ketterer

As an attorney at Day Ketterer, Matt focuses his practice on estate planning, probate, trust administration and business-succession planning. Matt guides clients in matters regarding intergenerational wealth transfer and taxation strategies to preserve wealth. He also teaches clients the importance of wills, trusts, guardianships, powers of attorney and other estate-planning tools. Business clients rely on Matt’s legal knowledge to advise them in matters regarding business strategy, entity selection, taxation, estate planning and business-succession planning. Prior to joining Day Ketterer, Matt had a successful estate-planning practice at the Wooster firm of Critchfield, Critchfield & Johnston.

Read Matt's full biography.

Barry Hollis
Barry Hollis

Barry Hollis
Senior Portfolio Manager
PNC Institutional Asset Management

Barry is a senior portfolio manager and director of client service at PNC Institutional Asset Management in Akron.

Read Barry's full biography.

Jesse Hurst
Jesse Hurst

Jesse W. Hurst II, CFP®, AIF®
President 
Impel Wealth Management

Jesse specializes in providing customized investment management and retirement planning services to corporate and sales executives, medical professionals and retirees. He is highly knowledgeable in the areas of investment portfolio management, retirement income planning and estate planning.

Read Jesse's full biography.

Chad Immel
Chad Immel

Chad A. Immel
Financial Advisor
Edward Jones

As an Edward Jones financial advisor, Chad believes it’s important to invest his time to understand what his clients are working toward before they invest their money. He also believes it's important to understand the level of risk a client is comfortable accepting when investing so he can balance it with the steps necessary to reach the client's long-term goals. Whether his clients are planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones they care for the most, Chad works to develop specific strategies to help his clients achieve their goals. 

Read Chad's full biography.

Ryan Keefer
Ryan Keefer

Ryan Keefer
Banking Advisor
PNC Wealth Management

Ryan Keefer is a banking advisor at PNC Wealth Management in Akron. 

Read Ryan's full biography.

David Koly
David Koly

David M. Koly
CPA and President
Koly & Company Inc.

David, a lifelong Akron resident, is a Certified Public Accountant. Prior to opening his own accounting practice in January 1996, he was affiliated with Touche Ross & Co. and its predecessor, J.K. Lasser & Co., for over six years and was a partner in a local firm for 12 years. David has had experience in auditing, business consulting, tax research and compliance, and personal financial planning. He specializes in working with closely held corporations in the medical, service, wholesale distribution, retail, construction and manufacturing industries. 

Read David's full biography.

Roy Krall
Roy Krall

Roy A. Krall
Shareholder
Cavitch Familo & Durkin Co. LPA

Roy Krall has been an estate planning attorney and licensed to practice in Ohio since 1989. After receiving his Juris Doctor from the Case Western Reserve University School of Law, cum laude, in 1989, he practiced at the Cleveland law firm then known as McCarthy, Lebit, Crystal & Haiman for five years and the Akron law firm of Buckingham, Doolittle & Burroughs for nine years, the last four as a shareholder, before joining Kaufmann & Kaufmann as a partner in March, 2003, Weston Hurd as a partner in August, 2006 and Cavitch, Familo & Durkin as a shareholder in July, 2011. Roy also taught Estate and Gift Tax as an adjunct professor at the University of Akron School of Law in 1997 and 1998.

In 2003, Roy was among the first in Ohio designated as a specialist in Estate Planning, Trust and Probate Law by the Specialty Board of the Ohio State Bar Association. Roy has been a Fellow of the American College of Trust and Estate Counsel (ACTEC) since 2007. Roy has been given an “AV” rating by Martindale Hubbell.

Having received his Bachelor of Arts, cum laude, in mathematics and economics from the University of Pennsylvania, and practicing as an actuary for a year at Buck Consultants in New York City, Roy brings a technical background to his estate planning practice. He is a frequent lecturer on many different topics related to estate planning.

Roy is a past Chairperson of the Council of the Estate Planning, Trust and Probate Section of the Ohio State Bar Association. He remains active on the Council, which is active in recommending legislation to the Ohio State Bar Association, which then sponsors many of the laws proposed by the Council.

Roy was in 2016 honored with the Accredited Estate Planner Designation by the National Association of Estate Planners & Councils. Roy is a Fellow of the Akron Bar Association Foundation. He also maintains his membership with the Cleveland Metropolitan Bar Association, serving on the Curriculum
Committee of its Estate Planning Institute.

Roy is an editor of the Probate Law Journal of Ohio, a bi-monthly publication intended to keep Ohio practitioners current on estate planning, trust and probate developments.

Read Roy's full biography.

Don Laubacher
Don Laubacher

Don Laubacher, CFP®, CPA, AEP®
Senior Vice President, Family Wealth
Sequoia Financial Group

As senior vice president of family wealth at Sequoia Financial Group, Don helps high net worth individuals, entrepreneurs and multigenerational family businesses navigate complex financial situations. He also specializes in developing customized investment strategies and wealth transfer plans. Don enjoys helping his clients reach their financial goals, and his background as a tax planner, advisor, philanthropic gift and financial planner makes that opportunity possible.

Read Don's full biography.

Jeff Leonard
Jeff Leonard

Jeff Leonard
Principal
Leonard & Terzola Co. Ltd. 

Prior to forming Leonard & Terzola Co. with Mark Terzola, Jeff served as general counsel for First Communications Inc., a publicly traded diversified telecommunications company. Prior to joining First Communications, he was a partner at Roetzel & Andress Co. LPA, where he was the head of the firm’s Business Services Group. He has also served as chief financial officer/general counsel/director of strategic growth for Main Street Gourmet, a middle market privately held manufacturer of frozen bakery products. Prior to holding that position, Jeff was a partner with Brouse McDowell, where he was chair of that firm’s Tax Practice Group. 

Read Jeff's full biography.

David Lewis
David Lewis

David J. Lewis
Director and Shareholder
Krugliak, Wilkins, Griffiths & Dougherty Co. LPA

David Lewis is a director and shareholder of Krugliak, Wilkins, Griffiths & Dougherty Co. LPA and practices out of the firm’s Northeast Ohio offices. His areas of concentration include corporate, individual, partnership and excise tax law.

Read David's full biography.

Mary Jo Lockshin
Mary Jo Lockshin

Mary Jo Lockshin
Vice President & Trust Officer
Key Private Bank

Mary Jo Lockshin is the vice president and trust officer at Key Private Bank in Akron. She formerly served as the bank's vice president and relationship manager. Prior to that, Mary Jo was the director of development for the University of Akron School of Law. She also was a partner at Stark & Knoll Co. LPA for nearly eight years in the areas of estate planning, trust, estate administration and probate litigation. 

Read Mary Jo's full biography.

Rob Malone
Rob Malone

Robert W. Malone
Business Practice Group Leader
Buckingham, Doolittle & Burroughs LLC

Rob Malone is the chair of Buckingham's business practice group, with a focus on assisting entrepreneurial clients in the creation, restructuring, purchase and sale of their businesses. During such times of transition, he often helps clients with the negotiation and documentation of their relationships with other entities. His extensive experience dealing with the tax issues facing privately held companies enables him to offer clients a unique advantage. In fact, he has participated in the drafting of legislation adopted by the Ohio General Assembly concerning the taxation of owners of private companies, including the Ohio statute that created limited liability companies.

Read Rob's full biography.

Bill Manby Jr.
Bill Manby Jr.

William (Bill) J. Manby Jr.
President and CEO
Paradigm

Bill is the president and CEO of Paradigm, the senior VP director for TriPoint Global Equities in New York City, and the founder of Acquire Investments. For over 20 years, he has focused on providing independent, creative and competitive techniques to enhance performance and reduce risk and costs for clients' businesses, investments and estate planning. Bill is an avid philanthropist and has been involved in some of the region’s most significant efforts, holding countless committee and board positions. Bill graduated from Indiana University with a Bachelor of Science in Finance and Insurance. He has also completed the rigorous requirements to achieve his ChFC (Chartered Financial Consultant) and AEP (Accredited Estate Planner) from American College. He holds his FINRA Series 7 and 63 licenses as well as a State of Ohio Life, Variable, Accident and Health Insurance license.

Read Bill's full biography.

Doug Mathey
Doug Mathey

Doug Mathey, CPA/PFS, MT
Wealth Advisor and Partner
Sikich LLP

Doug Mathey has more than 25 years of tax and financial experience working with business managers, corporate executives, retirees and high-net-worth individuals and their families. He focuses on all areas of private and business wealth management, including tax consulting, planning, investment strategy, compliance, and financial and estate planning. He also has in-depth experience with business succession plans and mergers and acquisitions. Doug provides wealth management services using evidence-based investment strategies, a goals-based approach, and a focus on tax minimization to grow and protect the financial resources of his clients and their families.

Read Doug's full biography.

Don Miksch
Don Miksch

Don Miksch
Vice President & Client Advisor
Huntington National Bank

Don is a vice president at Huntington National Bank, where he is responsible for managing a team of professional advisors who specialize in the areas of private banking, investment management, trust and estate administration, retirement plan services and new business development of high-net-worth individuals and closely held businesses.

Read Don's full biography.

Angelina Milo
Angelina Milo

Angelina Milo, CPA
Vice President, Tax Services Group
Meaden & Moore

With more than 20 years of experience dealing with entrepreneurial businesses, including eight years with a “Big Four” international accounting firm, Angelina has broad technical expertise in many industries, including manufacturing, real estate, construction and professional services. Angelina specializes in tax planning and general business consulting for closely held businesses, including corporations, partnerships and limited liability companies. She is also experienced in advising closely held businesses and their owners on business structuring, mergers and acquisitions, succession planning, and tax controversy issues. Angelina is the recipient of the Women’s Network Founders Award for Economic Progress for Women and the Outstanding Professional Award from the University of Akron.

Read Angelina's full biography.

Cindy Mitchell
Cindy Mitchell

Cindy H. Mitchell, CPA
Senior Manager, Taxation Services   
Bober Markey Fedorovich

Cindy has more than 18 years of individual tax experience working with high-net-worth clients and executive groups. Through frequent communication, Cindy gains an in-depth understanding of each client’s financial goals, anticipating changes throughout various stages of life. Her services include helping develop complex tax strategies, providing tax and financial advisory assistance, accounting and payroll. Additionally, Cindy regularly advises clients on a host of employee benefit tax matters, including preparation of annual returns, compliance and research.

Read Cindy's full biography.

Ann Salek
Ann Salek

Ann E. Salek
Of Counsel
Critchfield, Critchfield & Johnston Ltd.

Ann Salek is certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust and Probate Law. She works primarily from Critchfield, Critchfield & Johnston's Medina office. Ann received her undergraduate degree from Allegheny College and her law degree from the Cleveland Marshall College of Law, where she graduated cum laude and finished in the top 10 percent of her class. She practiced in a downtown Cleveland law firm for several years, then returned to Medina, where she practiced for two different law firms before joining CCJ. In addition to her estate planning, trust and probate background, Ann has expertise in elder law and special needs planning. 

Read Ann's full biography.

Marc Servodio
Marc Servodio

Marc Servodio, CFP®, AIF®
Financial Advisor
SS&G Wealth

Marc Servodio is a financial advisor with SS&G Wealth. A registered representative with Cetera Advisors LLC, Marc has worked closely with SS&G Wealth’s individual and corporate clients since 2005 in the areas of financial planning, risk management, investment research and insurance. Born and raised in Akron, Marc is an active member of the community and is frequently called upon to address groups and business organizations on financial topics. Marc founded F.U.E.L. — Financial Understanding for Emerging Leaders, a speaker series with the mission to provide financial education, networking and personal and professional development opportunities for the area’s young professionals. He is a member of the operating committee for C.A.M.P., a Canton-area apprentice and mentorship program that aids high school students in becoming college and career ready. He also serves as a board member and on the investment committee for Goodwill Industries in the Akron-Canton area. Marc earned both a Bachelor of Science degree in business administration/finance and a Bachelor of Arts degree in economics from the University of Akron. He is a CERTIFIED FINANCIAL PLANNER™ professional holding Series 7 and 66 securities registrations and an Ohio Life/Health/Accident Insurance license.

Read Marc's full biography.

Lorrie Shaffer
Lorrie Shaffer

Lorrie Shaffer
Private Bank Regional Director
Huntington National Bank

Lorrie Shaffer is a senior vice president and the Private Bank Regional Director at Huntington National Bank in Akron/Medina. Lorrie's extensive experience in banking includes prior leadership positions at FirstMerit Bank, North Akron Savings Bank and KeyBank.

Read Lorrie's full biography.

David Staats
David Staats

David P. Staats, ChFC
Senior Vice President – Wealth Management
UBS Financial Services Inc.

David is a leader of the Staats Rizor Financial Group at UBS Financial Services Inc. He has worked in the financial services industry for over 25 years, joining UBS (formerly PaineWebber) in 1992. David is involved in several community and charity organizations, including serving as president of Ohio Power Softball, a 501(c)(3) charity for girls' softball, and volunteering with West Akron Kiwanis and the Western Reserve Land Conservancy. He earned a degree in finance from the University of Akron and was previously a continuing education instructor at the university for 10 years. David has earned the designation of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College. 

Read David's full biography.

David Supelak
David Supelak

David Supelak
Signing Director
CliftonLarsonAllen

With more than 25 years of experience, David assists corporate executives and individuals with their respective tax planning needs. He also has extensive experience with corporations and partnerships and the taxation of pass-through entities, including S corporations and trusts. Before joining Bruner-Cox LLP (now CliftonLarsonAllen), he previously held positions as senior tax manager and tax consultant with several regional and international accounting firms in Northeast Ohio. He has presented at numerous seminars on the topic of tax legislation and has served on the boards of many community organizations, including the Akron Symphony and the Akron Tax and Estate Planning Council.

Read David's full biography.

Mark Totten
Mark Totten

Mark A. Totten
Director, Advanced Markets
AXA

As a director at AXA, Mark has extensive experience in both sales and sales management in high-net-worth banking and investing. He is also experienced in multi-product distribution, marketing and training, as well as regional growth of sales and profitability of insurance services and investment management.

Read Mark's full biography.

Ted Walter
Ted Walter

Ted Walter
President, Akron, Canton and Youngstown
Fifth Third Bank

Ted Walter is the president of the Akron, Canton and Youngstown division of Fifth Third Bank. Previously, he served as president of the Akron, Canton, Youngstown and Pittsburgh unit of JPMorgan Chase Bank and was a senior vice president at KeyBank in Akron. Ted earned his MBA in finance from the University of Akron in 1990. He also holds a degree in finance and real estate from the University of Wisconsin-Madison.

Read Ted's full biography.