The most important thing when planning for your future is making sure you're working with the right people. At Turning Point Wealth, we are independent advisors committed to acting with integrity and making the planning process a positive experience.
Born and raised in Cleveland, Ryan knows and understands the importance of hard work. Cleveland is a hard-working town driven by its people. Ryan always puts 100% into everything he puts his mind to. From his family to his business, Ryan relentlessly strives to be the very best. After 17 years of growing a successful practice in the financial services industry, Ryan founded Turning Point Wealth. As a Financial Advisor with Turning Point, Ryan focuses on assisting families and businesses with all of their financial needs.
Ryan and his team take pride in the time they spend understanding the varying needs of their clients. Whether it be wealth management and asset allocation, mitigating risks, retirement income planning, or customizing a comprehensive financial plan, the team is with their clients at every turn.
While in pursuit of his passion, Ryan also has worked extensively with families who have a child or adult with special needs. He assists is helping these families prepare for a successful future. Additionally, Ryan focuses his practice on the family, individual and business owner marketplaces. He provides comprehensive financial planning services and believes in the importance of providing his clients with a complete evaluation of their current financial situation, the first step necessary in identifying and reaching short- and long-term financial objectives.
Ryan is a graduate of Bowling Green State University, where he received his bachelor’s degree in Business Administration.
Ryan is deeply committed to his community, serving on the board for Providence House and The Beck Center of the Arts. In the past, he has been a treasurer of Senior Citizen Resources. He is also active with the Society of Financial Service Professionals and is a founder and a member of the a Chapter of Business Network International (BNI). Ryan resides in Lakewood with his wife Alysia and two daughters.
Upon entering the financial services industry in 2015 and spending the last 6 years diligently building the foundation of his practice, Kevin was presented the opportunity to join the team which has founded Turning Point Wealth. His mission as a Financial Planner is to create a stress-free and comfortable future for the individuals and families he works with. Using a comprehensive and education-based approach, he partners with his clients to help guide them in achieving their desired goals. Kevin believes a collaborative partnership with clients creates the most impactful long-term relationships.
As a Financial Services Certified Professional, Kevin completed a rigorous curriculum of courses and projects administered by the American College of Financial Services designed to master the art of comprehensive financial planning for individuals, families, and small businesses. He attributes providing his clients with a complete evaluation of their current financial situation as the gateway to accomplishing their short and long-term financial objectives.
Kevin graduated from Ohio Wesleyan University in 2015 with a B.A. in Economics. As a member of the football team, Kevin was named an Academic All-American and earned the Dr. Richard Gordon Award, given to the senior male athlete with the highest GPA at OWU. In addition, Kevin was awarded the North Coast Athletic Conference Scholar Athlete Award, named an Outstanding Economics Major by OWU, and inducted into the Phi Beta Kappa Honor Society.
When Kevin is not assisting clients, he stays busy with his part-time scouting role as an external Game Charter for the Cleveland Browns. A life-long Northeast Ohioan, he currently resides in Lakewood.
Rachel began working with Ryan as his Business Manager in October 2012. As the first point of contact for Ryan’s clients, Rachel is committed to making each step of the client’s financial planning process as easy as possible.
Rachel has extensive customer service and management experience, as she spent over 11 years with Starbucks where she quickly progressed through the ranks to Store Manager. She was the recipient of numerous Starbucks Bravo awards in recognition of her legendary customer service and outstanding leadership. While working at Starbucks, Rachel always put her customers first and took time to know and remember about their lives, interests and drink preferences. Her dedication to serving her clients extended to learning sign language so that she could communicate with deaf customers.
After her time with Starbucks, Rachel also spent 3 years working as a Spinning Instructor and Membership Services Representatives at FitWorks Fitness Center, where she continued to provide quality customer service by building personal relationships with clients. She went to great lengths to understand her clients’ interests and motivations to help them achieve their fitness goals.
Rachel lives in Fairview Park with her daughter, and enjoys travelling in her free time.
Rachel attended college at Roberts Wesleyan from 1995-1999.
Molly joined Ryan’s team as an Administrative Assistant in August 2017. Molly is often the first point of contact for both new and existing clients and is committed to providing the highest level of customer service. She manages Ryan’s calendar and is instrumental in preparing for client service meetings.
Prior to working with Ryan, Molly honed her customer service and management skills for more than a decade as a store manager at both Borders Café and Starbucks. She showed her aptitude at a young age as one of the youngest managers ever at Borders; at Starbucks she was the recipient of numerous Bravo awards in recognition of her legendary customer service and outstanding leadership.
Molly lives in Berea with her husband Todd and two children. In their free time, they enjoy travelling with friends and family.