HUDSON FINANCIAL ADVISORS - Key Persons
Job Titles:
- Member of the Financial Planning Association
- PFS, CFP®, MTax - Senior Wealth Advisor
Joe is a member of the Financial Planning Association, Ohio Society of Certified Public Accountants, American Institute of Certified Public Accountants, and Northern Ohio Charitable Gift Planners.
He earned a Bachelor of Science in Business Administration in Accounting from John Carroll University and a Master of Taxation from The University of Akron. Joe is a Certified Public Accountant with the Personal Financial Specialist (PFS) designation as well as a Certified Financial Planner™.
Joe and his wife, Lissa, live in Lyndhurst with their two sons, Anthony and Sammy. They enjoy outdoor activities and supporting Cleveland sports.
With over 25 years of experience in the financial services industry, Joe serves as the trusted family advisor for his clients by helping them make important decisions regarding their future financial and life goals.
Before joining Hudson Financial Advisors, Joe worked at Beacon Financial Partners where he assisted his clients by developing and implementing comprehensive and flexible financial plans. As time passed, he helped create and implement new strategies to reflect their changing goals and circumstances. Prior to Beacon Financial Partners, he was a Wealth Strategist at Hawthorn, PNC Family Wealth providing tax and financial planning advice to corporate executives and multi-generational families. Joe also worked in the trust tax group within National City Bank, now PNC, N.A. where he was a member of the charitable and endowment group. He started his career in public accounting where his responsibilities included income tax planning and compliance.
While active in several charitable organizations, Joe serves on the Board of Directors of the DDC Clinic, Center for Special Needs Children and Northern Ohio Charitable Gift Planners. He previously served as treasurer for both organizations.
Joe is a member of the Financial Planning Association, Ohio Society of Certified Public Accountants, American Institute of Certified Public Accountants, and Northern Ohio Charitable Gift Planners.
Job Titles:
- Certified Public Accountant
- Director of Finance
Kim is a Certified Public Accountant who earned a B.S. in Accounting from Indiana University. She worked both in the public and private sector and joined Hudson Financial in May 2014. Kim is committed to providing finance and accounting data in a timely and accurate manner.
Kim and her husband, Ron, have been married since 1992. They have two boys, Ryan & Matt both graduates of The Ohio State University. They enjoy time in the sun in Florida and also love to ski in Colorado and Utah.
Sarah is enthusiastic about working in compliance, administration, and operations, and brings with her a high level of caring about HFA and its clients. She is dedicated to provide quality service, while accurately and efficiently handling her responsibilities.
Sarah and her husband, David, have been married since 2003. They have three children, twin daughters Lily and Abby, and a son Maxx. They enjoy spending time together as a family, specifically enjoying the outdoors by swimming, biking, walking, and visiting area parks. They enjoy coaching and attending their children's extra-curricular activities, while also being involved in various parent organizations within the kids' schools.
Sarah graduated from the University of Akron with a Bachelor's Degree in Finance, with concentration in Financial Services. Starting as early as high school, Sarah spent time working in the financial services industry, either while job shadowing or being employed with a financial services firm.
Job Titles:
- CFP® - Director of Financial Planning
Priorities & Patience - these are two items that Steve keeps on top of his mind at all times. He leads his life with purpose to glorify God, take care of his family and to serve others.
Steve's mission at HFA is to help families obtain financial peace of mind. Steve believes when families have comprehensive financial plans built and monitored, it in turn allows them to live their lives to the fullest. This process can take months or even years but it's a challenge that Steve has plenty of patience to see through for each relationship.
Steve and his wife Kelly have four children - Kaitlyn, Caleb, Kara and Carter who continually help Steve stay grounded on what's important. Steve is a native Clevelander and an avid sports fan. He is an active member at Cornerstone Bible Fellowship and also enjoys playing the saxophone.
Steve earned a degree in financial management from Grove City College with summa cum laude distinction. Prior to joining HFA, he spent 10 years at National City Bank as a financial planner focusing predominantly on the unique needs of corporate executives at publicly traded companies.
Zac works with HFA part time on business development. He obtained his first job at McDonalds in Hudson, at age 14. He interned with HFA from 2006 to 2008, where among other things, he mastered the fine art of scanning documents for storage in our electronic document management system.
Zac graduated from Ohio State with a bachelor's degree in World Economies and Business. He has 4 years of banking experience working at Chase Bank in Hudson...he even did well enough that he was invited to a meeting with Jamie Dimon. He took a sabbatical and spent 6 months with his girlfriend (now wife) and her family in Sao Paulo, Brazil...her home country. He then worked for 3 years at TIAA learning more about the Wealth Management industry from another large firm. Beyond his work experience, he became a Certified Financial Planner(r) in August 2017, and he obtained his Master of Science in Personal Financial Planning in December 2018.
Zac and his wife, Letty, have been married since 2015. They live in Hudson with their two golden retrievers, Buddy and Bella. They enjoy taking them on hikes and spending time with them. Zac and Letty also enjoy spending time with family and exploring the outdoors hiking, running, and biking.