provides comprehensive investment management services to retirees, corporate executives, professionals, business owners and individual investors. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based solely on your specific needs, circumstances and goals.
is to partner with clients to establish and achieve financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve your assets. We put our client's interests first and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients' success in achieving their goals.
share in the realization that by coordinating and managing today's financial decisions they can achieve their goals for tomorrow. They are individuals and businesses that expect excellence and have made a firm commitment to achieving it themselves. Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative.
Dan is a Registered Investment Advisor Representative with twenty eight years of experience helping clients manage their total financial planning needs. Dan is involved with his community as an active member of the Rotary Club of Chardon. Dan graduated from Bowling Green State University earning a degree in Business Administration with a major in Finance. He currently resides in Chardon with wife, Karen. Dan's sons, Brandon and Kyle are attending Ohio State University. Dan is an avid golfer and also enjoys traveling.
Ryan is a Registered Investment Advisor Representative with seventeen years of experience in investment and financial planning. Ryan specializes in case design and investment services for individuals. He is a member of the Financial Management National Honor Society. Ryan graduated with honors from The University of Akron earning a degree in Business Administration with a major in Finance and a minor in Economics. Ryan earned the CERTIFIED FINANCIAL PLANNER™ designation in 2006. He currently lives in Painesville Township with his wife, Amy, and sons, Jake, Lucas, and Evan. Ryan is a motorcycle and drag racing enthusiast.
Chris is a Registered Investment Advisor Representative with over twenty years experience helping clients manage their comprehensive financial needs. Chris joined Hickory Asset Management in January 2015. He graduated from the University of Wisconsin-Milwaukee earning a degree in Business Administration with a major in Accounting. Chris earned the CERTIFIED FINANCIAL PLANNER™ designation in 2008. He currently lives in Mayfield Heights with his fiancee, Joy.
The Chartered Financial Consultant (ChFC®)designation is offered by The American College. To receive the chartered financial consultant designation, the candidate must pass 10 examinations on a number of financial and planning topics. The ChFC® designation demonstrates a candidate's ability to understand and apply personal financial planning concepts. The applicant must also have at least 3-years of experience in the financial industry, and have studied and passed an examination on the fundamentals of financial planning, including income tax, insurance, investment and estate planning for his clients or employer. Knowledge and experience is the key to obtaining a position as a chartered financial consultant. A college degree and good interpersonal skills are among the most important qualifications for chartered financial consultant workers.
The Certified Financial Planner (CFP®)designation is a certification mark for financial planners conferred by the Certified Financial Planner Board of Standards. To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements. The 10-hour exam is designed to assess the student's ability to apply his or her knowledge of the principals of finance, investments, securities, employee benefits, retirement and estate planning to financial planning situations. After passing the examination, the candidate must demonstrate to have exempt and extensive experience in the financial planning field. Students and certificants are required to adhere to the CFP Board Code of Ethics and Professional Responsibility and to the Financial Planning Practice Standards.