Michael Bearducci, AIF®
Principal, Executive Vice President, Regional Director
Specializes in plan design and retirement plan consulting
Manages plan risks and fiduciary responsibilities
Holds the Series 7 & 63 securities registrations and Ohio Life, Accident, and Health Insurance Licenses
Earned AIF® Designation which demonstrates his knowledge of applying fiduciary standards of care to the investment management process
Member of Cetera Advisor Networks Retirement Plan Advisory Board
Member of National Association of Plan Advisors
20 years of experience
BA from Baldwin Wallace University
Colin Anderson, AIF®
Plan Consultant, Investment Advisor Representative
Consults on plan design, fiduciary compliance, and regulatory issues
Develops Investment Policies
Conducts Due Diligence monitoring of Investment Managers
Facilitates Investment Committee Meetings
Benchmarks plan costs and services
Assists with fund selection
Holds the Series 7 & 63 securities registrations and Ohio Life, Accident, and Health Insurance Licenses
15 years of experience
BA from Colby-Sawyer College
Brian Rees, MBA
Relationship Manager, Investment Advisor Representative
Manages client relationship, brings new client ideas
Leads employee education and advice program, helping employees understand and utilize their retirement plan
Consults on plan design, compliance, and regulatory issues
Ensures investment policy is in place
Holds the Series 7 securities registration and Ohio Life, Accident, and Health Insurance Licenses
Member of Society of Financial Service Professionals
14 years of experience
BA from Cleveland State University, MBA from Baldwin Wallace University
Kelsey Aerni*
Communications Specialist
Drafts participant communication strategy
Oversees its implementation
Facilitates participant meetings
Holds Ohio Life, Accident, and Health Insurance Licenses
Member of Society of Financial Service Professionals
BA from John Carroll University
Sandy Cordell
Client Service Representative
Provides administrative support to wealth management clients
Business & executive planning program support
Holds the Series 6 securities registration and Ohio Life, Accident, and Health Insurance Licenses
15 years of experience
*Kelsey Aerni is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Kelsey is no way related to Cetera Advisor Networks LLC or its registered representatives.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.