Sean M Houston

President, Senior Advisor

NAME is the President and Founder of COMPANY. He has an extensive background in comprehensive wealth management with particular depth in multi-generational planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. NAME specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust and estate planning, business succession and other wealth and income strategies.

NAME’s has 20-plus years of experience with a global certified public accounting (CPA) firm, a large private bank, and large broker-dealer. (COMPANY, COMPANY, COMPANY). NAME earned a Bachelor of Science degree in Finance and a Master of Accounting degree (MAcc). He also holds a CPA license and is a Certified Financial Planner (CFP). His CPA credentials help the team manage portfolios in a highly tax-efficient manner.

In his spare time, NAME loves spending time with family and friends. He enjoys skiing, fly fishing and the great outdoors.

3250 West Market Street Suite 105,
Akron OH 44333
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(234) 678-5183

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