Stephen L. Rudolph, MBA, AIF ®
Managing Director
rudolph@hwfa.com
Steve has over 15 years of experience working with high-net-worth individuals. Steve specializes in fee-based investment management, comprehensive wealth management and alternative investment research. He believes in a personalized approach that includes frequent client contact, educating individuals and providing solutions for their unique needs. Steve has a strong interest in behavioral finance and the psychology of why investors make poor decisions.
Stanley J. Majkrzak, CPA, CFP®
Managing Director
majkrzak@hwfa.com
Stan has more than 30 years of experience in financial, retirement, investment, tax, and estate planning services. Stan's expertise is working with closely held businesses and their owners on comprehensive planning issues.
Craig S. Petti, RFC®, AIF ®
Financial Advisor
petti@hwfa.com
Craig has over 14 years of experience in the financial services industry. He specializes in fee based investment management, asset allocation analysis, mutual fund and equity research, and insurance planning. Craig believes in a "client centric" approach to wealth management and prides himself on the personal attention he provides each of his clients.
Andrew J. Barkley, CFP®, AIF ®
Financial Advisor
barkley@hwfa.com
Andrew joined HW Financial Advisors in June 2005. He has over 18 years of experience in financial services and a Masters Degree in Financial Planning. He specializes in wealth management, employer sponsored retirement plans, and alternative asset classes. Andrew strives to provide simplicity and financial confidence for his client's financial well being. Andrew is actively involved in the economic development of Ohio by participating as a member of the Ohio TechAngel Fund and North Coast Angels, providing seed capital to Ohio based start-up companies.
Theodore Rudolph, CLU, ChFC
Financial Advisor, Commonwealth Financial Network
trudolph@hwfa.com
Ted headed one of Northeast Ohio's largest and most successful financial services organizations for over 20 years. He joined HW Financial Advisors in 1999. Ted is primarily involved with cutting-edge estate planning strategies designed to preserve and protect family wealth with a strong emphasis on life insurance planning and review.
Janet L. Baillie
Chief Compliance Officer, Operations Manager
baillie@hwfa.com
Jan is responsible for monitoring the daily operations of our office to ensure compliance with all rules and regulations of our Broker/Dealer, Commonwealth Financial Network, The SEC, FINRA, and the State of Ohio. Jan has over 27 years of experience in the financial industry and works closely with the advisors and clients of HW Financial Advisors to provide the highest level of personal customer service.
Andrew Marusic
Investment Research Associate
marusic@hwfa.com
Andrew has been with HW Financial Advisors for three years. His role is to assist the advisors in the decision making process by providing research and monitoring accounts.
Miranda Licursi
Financial Planning Coordinator
licursi@hwfa.com
Miranda joined HW Financial Advisors in October 2011 with more than five years of experience in the financial services industry. She graduated magna cum laude from Baldwin-Wallace College, earning a B.A. in Business Administration with an emphasis in both accounting and finance. Miranda's role is to collaborate with advisors to prepare for client reviews, develop customized financial plans and other financial planning projects.
Connie T. Stepich
Administrative Assistant
stepich@hwfa.com
Connie joined HW Financial Advisors in January 2011. She has over 11 years of experience in the financial services industry. She earned her B.A. in Psychology with a minor in Management at Notre Dame College. Connie is also a Notary Public and her role with the firm is to work closely with the advisors and clients to assist them with any administrative needs. Connie also assists our compliance officer with special projects.
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