Who We Are

Who We Are

Providing financial planning and investment advice since 1999.

In 1999, our managing directors, Stephen L. Rudolph and Stanley J. Majkrzak, founded our firm with the vision to provide a personalized approach for each client and to assist our clients in developing and pursuing financial security in an independent environment.

Stephen L. Rudolph, MBA, CPA, AIF®

President

Steve has over 25 years of experience working with high-net-worth individuals. Steve specializes in comprehensive wealth management, investment management and helping clients prepare for and live in retirement. 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.

Professional Certifications

  • Masters in Business Administration (MBA)
  • Certified Public Accountant (CPA)
  • FINRA Series 65 Uniform Investment Adviser Law securities registration held through Commonwealth Financial Network® and HW Financial Advisors
  • Accredited Investment Fiduciary® (AIF)

Memberships & Associations

  • 2018 Invest in Others National Finalist Volunteer of the Year
  • Milestones Autism Resources
    • 2019 Leadership Award
    • Board of Directors
    • Chair, Planned Giving Committee
  • Jewish Federation of Cleveland
    • Chair 47th Charitable Tax Seminar
    • Chairman, Retirement Plan Committee
    • Professional Advisory Council
  • Jewish Community Center
    • Former Member, Board of Directors
    • Former Chairman, Endowment Committee
Chairmans_seal
 

Stephen L. Rudolph is proud to have been recognized as a Chairman's Level advisor for 2018—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Steve is a resident of Solon, Ohio where he resides with his wife Michelle and daughter Olivia. He enjoys golf, cheering on Cleveland sports teams, poker, reading and spending time with friends and family.

Stanley J. Majkrzak, CFP®, AIF ®, CPA

Managing Director

As a financial advisor and one of the managing directors of HW Financial Advisors, Stan demonstrates his passion for improving his clients’ lives through coordinated financial planning, investments, retirement, tax, and estate planning services. His collective knowledge within the investment and financial services arena has enabled him to successfully provide financial planning solutions to both private and corporate clients. Stan has more than three decades of experience and his high energy is appreciated by his clients as he points out ways to make their financial picture more complete and lead to their confidence in the future. By focusing his efforts before and after retirement, Stan provides his clients with the information needed to help maximize a stable financial life customized to their specific goals, current resources, and personal financial needs. Stan has a consultative, problem-solving approach that covers topics such as tax savings, investing, and asset protection strategies.

Professional Certifications

  • FINRA Series 65 Uniform Investment Adviser Law securities registration held through Commonwealth Financial Network® and HW Financial Advisors
  • Certified Financial Planner™ (CFP)
  • Accredited Investment Fiduciary® (AIF)
  • Licensed Insurance Agent (LIA)
  • Certified Public Accountant (CPA)

Memberships & Associations

  • Estate Planning Council of Cleveland
  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Tax Club of Cleveland
  • The Cleveland Society, Inc.
Vista_seal

Stanley J. Majkrzak is proud to have been recognized as a Vista Club advisor for 2018—a distinction based on annual production that places him among the top 27 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the RIA–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.

Stan is a resident of Brecksville, Ohio, where he resides with his wife, Ellen. He has been a donor with the American Red Cross for many years and has reached the 200 donation milestone. He enjoys golf, cheering on the Cleveland Indians, and spending time with his three sons.

Craig S. Petti, RFC, AIF®

Principal

As one of the principals at HW Financial Advisors, Craig has more than 18 years of experience in the financial services arena working with high-net-worth individuals and small business retirement plans to meet their financial planning, investment, and insurance needs. 

Craig takes a “client-centric” approach to customized financial planning and will work diligently to exceed his clients' expectations by providing honest, independent advice designed to meet their personal goals. Knowing that no two situations are the same, he focuses on providing customized investment strategies, long-term prudent diversification, and he will work toward providing superior, risk-adjusted returns. Craig believes in meeting with his clients frequently to discuss asset protection strategies, investing, and topics such as college planning, insurance, and preparing for retirement.

Craig’s ultimate goal is to provide his clients with peace of mind and the knowledge that their financial future is in good hands.

Craig is active in his community of Beachwood, Ohio, where he has resided with his wife and two children since 2004. Craig is an avid golfer and runner. He is also actively involved with his children in various sports activities. 

Professional Certifications 

  • Registered Financial Consultant®
  • Accredited Investment Fiduciary®
  • Life and Health Insurance Licensed

Memberships & Associations

  • Crohn’s & Colitis Foundation of America (CCFA)
  • International Association of Registered Financial Consultants (IARFC)
Vista_seal

 

 

Craig S. Petti is proud to have been recognized as a Vista Club advisor for 2018—a distinction based on annual production that places him/her among the top 27 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Marla K. Petti, CPA/PFS, AEP®

Director of Financial Planning Services

Marla has two decades of experience in providing comprehensive financial planning to her clients. She has extensive experience in all areas of investment consulting, tax planning and preparation, family office services, financial education, trust administration and estate and retirement planning. She provides highly customized, confidential, and excellent client service.

Professional Certifications

  • Certified Public Accountant
  • Personal Financial Specialist
  • Accredited Estate Planner®
  • FINRA Series 65 Uniform Investment Adviser Law securities registration held through Commonwealth Financial Network® and HW Financial Advisors

Memberships & Associations

  • Ohio Society of Certified Public Accountants
  • American Institute of Certified Public Accountant
  • Personal Financial Specialist of the AICPA
  • Estate Planning Council of Cleveland
  • Gift Planning Advisory Committee, Cleveland Museum of Art
  • The Jewish Federation of Cleveland Board of Trustees
  • Montefiore Board of Directors
  • Beachwood Booster Board of Directors

 

Andrew J. Marusic, AIF®

Financial Advisor

Andrew cares deeply for each and every one of his clients and does whatever he can to help improve the quality of their lives. Money is a necessary tool for living. His job is to help his clients understand where and how money can help to improve the quality of their lives, and equally important, where money cannot make their life any better. The profile of the majority of his clients is what he likes to call, “Inevitable Millionaires,” people who are very serious about working, saving, and investing their hard-earned money.

Professional Certifications

  • FINRA Series 65 Uniform Investment Adviser Law securities registration held through Commonwealth Financial Network® and HW Financial Advisors
  • Accredited Investment Fiduciary®

Nicholas S. McCreary, CFP®

Financial Advisor

Nicholas joined HW Financial Advisors in 2013 after graduating from Ohio State University with a degree in finance with a specialization in investment management. Nicholas’s role within the firm is to act as a trusted advisor for all his clients, in addition to supporting the entire HWFA team in a variety of financial planning and investment research functions. He utilizes an approach focused on client contact and education. This process leads toward putting the puzzle pieces together to accomplish each client's goals.

 
Professional Certification
 
CERTIFIED FINANCIAL PLANNER™ Professional

Janet Baillie

Client Service Specialist

Jan has over 30 years of experience working with advisors in the financial services arena. Jan was the Chief Compliance Officer and Operations Manager at HW Financial Advisors for 18 years and was dedicated to providing outstanding customer service before she retired in 2018. Jan has recently rejoined our firm after deciding that retirement was not for her. Jan is excited about being back and her focus will once again be on providing the highest level of customer service to our clients. Jan's ultimate goal is to make the clients feel comfortable and provide them with a sense of security and peace of mind that all of their administrative needs are in good hands.

Ethan T. Beastrom

Financial Planning Assistant

Ethan joined HW Financial Advisors in 2018 after graduating from Cleveland State University with a BA in economics. He works closely with the advisors throughout the financial planning process to ensure each advisor receives the support they need to serve their clients. Ethan has a strong desire to further develop his knowledge about the planning process through experiential learning and continuing his education with the pursuit of a CERTIFIED FINANCIAL PLANNERTM certificate.  

Debbie K. Lyons

Adminstrative Assistant

Debbie joined HW Financial Advisors in February 2018. She has more than 10 years of experience working in the life insurance industry as a customer service representative. Debbie’s role in the firm is to provide excellent client service to our clients, guests, and staff. She plays a key role in the administrative side of our practice by scheduling meetings, maintaining client records, and closely working with advisors and staff to enhance the office’s workflow. She is also the friendly voice you hear when you call into HWFA.

Sandra A. Vinas

Client Service Specialist

Sandy joined HW Financial Advisors in September 2017. For several years, she worked with our affiliate company, HW&Co., where she was responsible for working with executives and high-profile clients. She earned her bachelor's degree in business administration with a major in economics from Cleveland State University. She is also a notary public.

Sandy is detail-oriented and excels at organizing a multitude of daily tasks, working both efficiently and accurately. She has strong interpersonal skills and is dedicated to providing the highest level of personal customer service to all our clients.

Sandy's goal is to make sure our clients feel confident and secure in knowing she will be here to assist them with their daily administrative needs.

Sandy also focuses on the daily operations of our office to ensure compliance with all rules and regulations of our broker/dealer, Commonwealth Financial Network®; the SEC; and the state of Ohio.