HW Financial Advisors

Stephen L. Rudolph, MBA, CPA
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 over 25 years of experience in financial, retirement, investment, tax, and estate planning services. Stan's primary 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 10 years of experience in the financial services industry. He specializes in 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^®
Financial Advisor
barkley@hwfa.com

Andrew joined HW Financial Advisors in June 2005. He has over 12 years of experience in financial services and a Masters Degree in Financial Planning. He specializes in wealth management, small business 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, providing seed capital to Ohio based start-up companies.

James McCarney, MBA
Financial Advisor
mccarney@hwfa.com

Jim earned his B.A. in Economics at Villanova University and his MBA at the University of Pittsburgh's Katz Graduate School of Business, where he concentrated on both the valuation and investment sides of Finance. He has over 13 years of financial experience. As an owner of two closely held family businesses, Jim was responsible for all financial, marketing, operational and human resource-related aspects of the business. During an 8 year period, he acquired, developed, operated and sold those businesses to two Fortune 500 companies in separate transactions. He served on the board as Treasurer of Ronald McDonald House Charities of Erie, as President for his local marketing co-op and as Trustee for his company's 401k retirement plan. He is experienced in estate planning and succession planning strategies for closely held business owners. He is ardent about understanding client's financial needs and providing individualized, conflict-free services. He specializes in addressing the wealth management needs of entrepreneurs and professionals and their businesses' retirement plans.

Mary Eileen Vitale, CPA, CFP^®
Financial Advisor
vitale@hwfa.com

Mary Eileen has over 20 years of experience in financial, retirement, tax, and estate planning services. Mary Eileen is also the Director of Tax Services for our affiliate, Howard, Wershbale & Co. She has extensive experience in evaluating and implementing retirement plans, including pension, profit-sharing, and 401(k) plans.

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.

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 20 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
Financial Assistant
marusic@hwfa.com

Andrew completed an internship with HW Financial Advisors the summer of 2008 and officially joined us in June 2009 after graduating from John Carroll University with a degree in Finance, specializing in Investment Management. His role with the firm is to assist the advisors in the investment decision making process by providing research on various opportunities and monitor current allocations. Andrew is currently a CFA level II candidate.

Jennifer DeGray
Administrative Assistant
degray@hwfa.com

Jennifer joined HWFA in February 2005. She attended Ohio State University and North Central State College where she majored in Business Administration. She works closely with the advisors and clients to provide the highest quality of customer service. She also works on special assignments and provides assistance to the operations manager.