CLEVELAND FINANCIAL GROUP - Key Persons
Adam joined Cleveland Financial Group in 2014 having been in financial services since 2000. After attending Cleveland State University, he worked as a Pension Administrator for CBS-Noble Consulting, helping small businesses create and maintain retirement programs. In 2006, he decided to pursue his passion for financial planning with individuals and households, ultimately joining CFG to enhance the financial planning capabilities available to his clients. In addition to financial planning, Adam has extensive experience in investment management programs, wealth accumulation, and insurance protection in the areas of Life Insurance, Disability Income, and Long-Term Care.
Adam and his business partner, David Hensel, have worked with one another since 2006, and joined their financial planning practices together in 2012. Their collaborative approach to financial planning, investment and protection planning brings greater capacity, capability and continuity to the work that they do with clients.
Adam resides in Avon Lake, OH with his wife Sara, and has three children, Grace, Bennett and Alina. In his free time, Adam enjoys golfing, running, and spending time with his family. Adam is pleased to be affiliated with the Cleveland Financial Group team because it enables him to help individuals plan and advance their financial future.
Anthony McDavid has 14 years of financial advisory experience. He joined Lincoln Financial Advisors in 2016 to enhance his financial planning capabilities for his clients. In addition to financial planning, Anthony has extensive experience in investment management programs, wealth accumulation, and insurance protection in the areas of Life Insurance and Disability Income Insurance.
Anthony's practice is focused on helping successful families and small business owners towards achieving financial independence and security. He helps clients achieve this through a thorough fact finding process and needs-based solutions. He is a registered representative and investment advisor representative of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor, and has his MBA and his FINRA series 6 and 63 securities registrations.
Anthony resides in Avon Lake with his daughter and son, Scarlett and James. While not working, Anthony enjoys basketball, golf, yoga, tennis, and reading.
Bill has over two decades of experience in the financial planning industry. Bill focuses his practice on asset preservation and income generation during retirement. He enjoys helping clients identify goals and alleviate concerns through the creation of a strategic financial plan.
Bill is a graduate of Baldwin Wallace College where he earned his bachelor's degree in Business / Business Administration. He resides in Valley City with his wife and daughter and is always busy with his daughter's Quarter Horse Shows. Bill is an active member of the Olmsted Falls Chamber of Commerce and Hope Community Church.
Job Titles:
- Financial Planner - Financial Fitness Advisors
- Member of the National Association of Insurance
Brett Ketvertis has over 15 years of financial advisory experience. He joined Lincoln Financial Advisors in 2014 to enhance his financial planning capabilities for his clients. In addition to financial planning, Brett has extensive experience in investment management programs, wealth accumulation, and insurance protection in the areas of Life Insurance, Disability Income, and Long-Term Care.
Brett's practice is focused on helping successful families and small business owners towards achieving financial independence and security. He helps clients achieve this through a thorough fact finding process and needs-based solutions. He acquired his Chartered Life Underwriter (CLU®) designation in 2006 and the Chartered Financial Consultant (ChFC®) designation in 2008. He is a registered representative and investment advisor representative of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor and has his FINRA series 7, 6, 63 and 65 securities registrations.
Brett is a member of the National Association of Insurance and Financial Advisors, and a member of the Cleveland chapter of the Society of Financial Service Professionals. He has been a member of the Million Dollar Round Table and has won several awards, including the National Quality Award for Life Insurance Best Practices, and Financial Representative of the year in 2007 for the Northern Ohio group.
Brett resides in Olmsted Falls with his wife, Heidi, and sons, Drew and Ian. While not working, Brett enjoys golf, cycling, and exercise.
The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Brett Ketvertis applied for membership and a fee of $550 was paid to be a member.
Job Titles:
- Business Partner
- Client Service Advisor
David joined Cleveland Financial Group in 2014 having been in financial services since 2006. Prior to that, he spent 22-years working in higher education. Upon graduating from Central Michigan University in 1984 with a Bachelor's in Business Administration, David remained in Mount Pleasant, MI for an additional four years working in the Office of Housing and Food Service. David's Cleveland career began at Case Western Reserve University where he took a job in familiar territory with the Office of Housing and Residence Life. David served in a variety of roles in this department from 1989 through 1998 including Manager of Business Operations and Assistant Director of Housing. In 1998, David moved into The Case School of Engineering where he served as the Assistant Dean for Administration and Finance from 2001-2006.
David and his business partner, Adam DeBord, have worked with one another since 2006, and joined their financial planning practices together in 2012. Their collaborative approach to financial planning, investment and protection planning brings greater capacity, capability and continuity to the work that they do with clients.
David resides in Broadview Heights, OH with his wife Sharon, and has two step-children, Gina and Anthony. He is ordained as both an Elder and Deacon of Rocky River Presbyterian Church, where he also serves as an advisor to the Middle School Fellowship group, Liturgist and Ushering Captain. In his free time, David enjoys hiking, cooking, and biking. David is pleased to be affiliated with the Cleveland Financial Group team because it enables him to help individuals plan and advance their financial future.
Doug Ambrose provides strategic financial planning and wealth management advice to individuals, professionals, and business owners. Doug is a client centric advisor that has a deep understanding of each client's unique goals and situation. Once he has gathered the appropriate information, Doug delivers a comprehensive financial plan with investment options customized to the risks and goals for each client. He believes in consistent communication with his clients, so he is assured the appropriate investments are in place and the financial plans are up to date. At minimum, he meets with clients face-to-face yearly, but will reach out to clients to review retirement plans and investments at least quarterly. He welcomes calls from clients whenever they need him for financial advice or guidance.
Prior to joining Cleveland Financial Group (Lincoln Financial Advisors), Doug was a VP Financial Advisor with Fidelity Investments for 11 years, and most recently Sr. Financial Consultant for TD Ameritrade for 8 years.
Doug earned a Bachelor of Family Financial management from The Ohio State University in 1999. Doug earned the CERTIFIED FINANCIAL PLANNER(TM) (CFP®) certification through The College for Financial Planning in 2007.
Doug enjoys donating his time to Junior Achievement and looks forward to the opportunity to work with the organization every year. Doug resides in Avon Lake with his wife Valerie and 3 children, Mason, Michael, and Ellie. Most of his time outside of the office is spent with his family. Family activities commonly involve either watching or playing sports, going to movies, taking family vacations, or simply enjoying each other's company. Doug takes pride in coaching his boys in football and helping all 3 of his children develop skills to either be better athletes or people in general.
Job Titles:
- Client Services Coordinator
Gayle has worked in the financial services industry since 2005. Prior to joining Cleveland Financial Group, Gayle was a financial advisor with TIAA and Merrill Lynch. She was also a tenured Associate Finance Professor for 10 years with Eastern Connecticut State University, and 2 years with the American University of Sharjah in the United Arab Emirates. She enjoys helping people understand the complex world of finance.
Gayle earned her MBA and Ph.D. in Finance from the University of Connecticut, and her B.S. in Accounting and Finance at Miami University in Ohio. Gayle loves reading, music, theater, and swimming. In her spare time, she volunteers with her church and Community Bible Study.
Through a long-term investment approach, I help clients develop and implement strategies designed for building wealth and realizing their goals. As a Wealth Planning Advisor, my goal is to provide sound financial advice and service to investors; always striving to build relationships based upon mutual understanding, trust, and respect. Whether you are planning for retirement, wanting to generate income, or looking to grow or preserve your wealth, I can help.
Making sure your wealth works in support of your goals takes careful planning. To provide comprehensive retirement planning services to my clients, I completed rigorous coursework and examinations to earn the designation of Chartered Retirement Planning CounselorSM (CRPC®) from the College for Financial Planning.
Investment planning is not a single event- it is a process. As your life circumstances change, so must the investment strategies used to stay on course towards meeting your objectives. That is why I collaborate with you, one-on-one, to design strategies targeted to your specific needs and goals. With over two decades of experience in financial advice, throughout major shifts in the markets; I can help my clients structure balanced portfolios to address their specific financial goals.
I am active in my community, focusing on organizations benefiting cancer and breast cancer research. I enjoy golf, tennis, traveling and spending time with my family. My wife Gina and I live in Mequon with our three children.
Jeremy DiTullio is the founding partner and a financial planner of Cleveland Financial Group, a team of financial planners who have prodigious experience in wealth management, wealth transfer strategies and executive-focused planning. He is securities licensed in 25 states throughout the US.
Jeremy's practice centers on the financial planning and benefits needs of business owners, executives, and retirees. With a unique mix of planning acumen, leadership, management and consulting skills, Jeremy helps clients on demanding career tracks with financial strategies to navigate into and through retirement.
He utilizes a unique financial planning process that has been developed over the past 20 years. The financial planning process involves a comprehensive understanding of a client's circumstances, analysis of their current situation, creative design ideas, sound recommendations and ongoing oversight. Jeremy strongly believes in educating and collaborating with clients. His ideal client is seeking a long term partnership with a trusted advisor.
Jeremy affiliated with Lincoln Financial Advisors in 2011, established the Westlake, OH office in 2015 and founded Cleveland Financial Group in 2017. Previously he was the Managing Principal for the Cleveland Regional Planning Office of Lincoln Financial Advisors | Sagemark Consulting responsible for broker-dealer initiatives throughout northern Ohio.
Jeremy and his wife, Amy, have three children and reside in Avon Lake, Ohio. In addition to spending time with his family, Jeremy enjoys traveling, reading and fitness.
Job Titles:
- Planner Assistant to Matthew Whitson
Job Titles:
- Planner Assistant to Brett Ketvertis
My personal belief about investment choices is that services and products should be explained in a way that helps you make educated, informed decisions that are in your best interest. I take pride in understanding your financial concerns and desires, then providing solutions toward accomplishing them. I am here to guide you toward building your financial future.
Zeb Jackson is an experienced and knowledgeable Private Wealth Advisor who has contributed to the financial services industry for 25 years based out of Maumee, OH.
His long-standing experience, attention to detail, passion, and ability to build & maintain strong relationships are symbols of the appreciation he has for his clients. As an Advisor, his main goal has always been to listen, understand clients concerns, help them make well-informed decisions on what types of investments are right for them and emphasizing the need to adjust the plan over time as their goals and needs change.
Zeb specializes in creating and managing investment portfolios with those looking for capital preservation, growth, income, tax-efficiency, or leaving a legacy. His clients are those looking to retire soon who are Automotive industry employees, Public Sector employees such as Doctors, Health Practitioners, Teachers, or those employed by the local cities, counties or state of Ohio, small business owners and retirees. He is supported by dedicated retirement, estate, and insurance planners whose teamwork and professionalism helps him build and maintain long-term relationships with his clients while consistently providing excellent customer service.
Zeb earned his B.A. in Political Science as a student/athlete from Bowling Green State University. He has a 19yr old Son also named Zeb who is a student/athlete at the University of Michigan. Outside of his office, he enjoys spending time with family and friends, volunteering in his community, attending sporting events, contemplating golf, and learning new things.