Case Western Reserve University

Holy Name High School

Independent Wealth Advisor at WealthSource Partners, LLC

Columbus, Ohio, United States

My clients know they can come to me for straightforward, data-driven advice on all of their financial questions. All along the way, I help each client ensure that they're taking the appropriate steps for their specific situation. My goal is to build a long-lasting relationship with each of my clients that is built on mutual trust and professional respect.

WealthSource Partners, LLC

Independent Wealth Advisor

SurePath Wealth Management

Partner & Senior Wealth Advisor

Strategic Wealth provided me invaluable opportunities to learn, develop personally and professionally, and care for my clients.

Strategic Wealth Partners

Wealth Advisor & VP of Operations

Responsible for design and production of financial plans.

Wealth Plan Specialist

Learning the basics of financial planning from the ground up, eventually leading to becoming a financial advisor.

Cedar Brook Financial Partners

Client Manager

My experience as an entrepreneur was invaluable in learning business basics. Fresh Fork Market continues to be the premier local foods source in the Greater Cleveland area, and I'm proud to have planted that seed so many years ago.

Fresh Fork Market

Owner

I handle all of the day-to-day operations of the business.  Also help in strategic planning and analyzing the business environment.

Cfp® Bob Gavlak

Cfp® Bob Gavlak