WEALTH MANAGEMENT - Key Persons
Brian started his career with Prudential Securities in 1998 and spent nine years with Merrill Lynch before moving to American Heritage Securities and EGI Financial in May of 2009. Brian believes in a planning-based approach to investing client assets focused on the individual client's tolerance for risk and time horizon. Brian's investment process works exceptionally well for individuals and small business owners making the transition from the accumulation phase to the distribution phase of their life.
Brian grew up in Parma, Ohio and graduated from Kent State University. He and his wife Jana have two daughters, Macy and Dylan. Brian currently holds the series 4, 7, 9, 10, 24, 63, and 65 licenses as well as the State of Ohio Insurance license.
Job Titles:
- Principal
- Member of the Akron Area Chamber of Commerce
Ted founded American Heritage Securities, Inc. and EGI Financial, Inc. in 1992 after spending eleven years working as a Financial Advisor at a major national investment firm. His objective was to provide a structure to serve clients on a more personal basis and at a lower cost.
Ted brings a long history of investment management and a wealth of experience to our clients. During his career, Ted has developed a proprietary investment strategy that focuses on a stocks characteristics. Ted's primary role with the 3Gen Team is portfolio construction and security selection.
Ted is a member of the Akron Area Chamber of Commerce, Past President of the Sales and Marketing Executives of Akron and the Akron Torch Club. A competitive cyclist, Ted is a member and five-time past president of the Summit Freewheelers Bicycle Club. Ted lives in Akron with his wife, Karen.
Tyler A. Krummel joined our team in May 2015. Tyler started his career with the Investment & Trust Group of Richland Bank, where for four years he successfully provided financial guidance to trusts, charitable foundations, small businesses, company retirement plans and individual investors. He has experience in money management and personal financial planning. His thorough understanding of investment principals, a sincere sensitivity to client priorities and personal qualities of integrity and character align with the high caliber of service we strive to provide our clients.
Tyler attended Ashland University where he earned a BSBA in Finance and Business Management. He is currently working on his MBA with a specialization in Finance and holds series 7, 63 and 65 security licenses in addition to the State of Ohio Insurance licenses. Tyler is also a Certified Financial Planner (CFP®) professional. While at Ashland, Tyler played varsity football where he honed his competitive skills, learned teamwork and the values of discipline and hard work.
A native of Fairlawn, Ohio, Tyler enjoys participating in many organizations in our local community. He dedicates his leisure time to his strong passion for fitness and sports, and spending time with family and friends.