FSM/Journey Wealth is an independent, fee-only advisor. We believe in an open architecture system that assures that our advice is unbiased and what’s best for our clients.
We strive to be our client’s most trusted advisors by understanding their needs and objectives, and delivering the advice that helps them meet their goals.
We are committed to providing an overall level of expertise that creates a truly differentiated result for our clients.
Dave has more than 35 years of experience in the financial industry. His insights about the financial side of professional sports have been featured in numerous publications including Golf Digest, Golf Week, and The Wall Street Journal. Dave has also been a special guest speaker at Harvard Law School on the topic of the business of sports.
TJ is responsible for establishing and executing the company-wide goals and strategies, as well as providing customized wealth planning solutions to our clients. Before transitioning to wealth management he spent over a decade trading derivatives on the Chicago Board. TJ lives in Avon Lake with his wife, Jill, and their three active boys.
Lauren possesses extensive experience in the areas of financial planning, estate planning, and family governance and education. She strives to be every client's most trusted advisor and believes the keys to successful wealth management are strong personal relationships and highly customized delivery of service. Lauren lives in Hudson with her husband Chris, and their three children.
Pete is responsible for setting, managing and articulating the firm’s investment platform and approach. He interacts with sponsor partners, monitors markets, and conducts portfolio analysis and construction – to match client allocations with their objectives. He also works directly with families as a trusted advisor in delivering customized wealth mgmt strategies. Pete lives in Chagrin Falls with his wife, Molly and their three children Sam, Charlotte and Peter.
Anthony divides his time between working directly with clients and managing the firm’s overall operations. He considers these two duties to be vitally important to each other in shaping his understanding of what is needed to equip the team to serve our clients best. Outside of the office, Anthony enjoys hiking and cooking with his family.
Karlene provides essential services to the team, especially in support of our professional golf clients. She ensures that bills are paid, reports are generated and that overall service always remains up to client expectations. In off hours Karlene can be found spending time with her family and offering her loyal support to Cleveland sports.
Tina focuses on making sure our clients’ financial lives are accounted for. In addition to working directly with clients to be certain their ongoing service needs are met, she meticulously accounts for all transaction and reporting-related items. When the calendar allows it, Tina enjoys traveling with her husband.
Jason spends his time working directly with clients and advisors to craft strategies that fit each client’s individual needs. He plays a crucial role in making sure these strategies are implemented in a timely fashion, providing our clients with peace of mind. When he is not hard at work, he likes to unwind with his girlfriend and dog.