contact info
216 226-4560
info@rockportwealth.com
Office Headquarters
22730 Fairview Center Dr.
Suite 150
Fairview Park, OH 44126
About
Rockport Wealth Team
Joseph J Kovach, CFP®
Investment Advisor Representative * Registered Representative *
Joe Kovach is a Financial Advisor with 30+ years of experience in assisting clients pursue their retirement and short and long-term financial goals. Joe helps both individuals and small business create strategies that include the right investment options, building customized plans for each client’s individual situation including consulting with tax and legal advisors when appropriate, to design a well-rounded approach. With close monitoring of each client’s account, Joe’s clients are able to pursue their goals in a changing market environment.
Joe began his career in financial planning in 1994 with New England Financial, a Division of MetLife. There he built up his business to include managing assets for clients that reached more than $50 million dollars. With this success, Joe decided to branch off to start Rockport Wealth Advisors.
Joe lives in Strongsville with his wife, Jan, and their three daughters Alyson, Alexis, and Lauren. As a former PGA professional, he enjoys golfing on the putting green in his backyard or anywhere you would like to invite him to join you.
Areas of Specialty
- Retirement Plans
- 401K Plans
- Investments (including Mutual Funds, ETFs, Annuities and Advisory accounts)
- Insurance including Life, Long Term Care and Disability
- Asset Allocation Strategies
- Income Distribution Planning
- Estate Conversation Strategies
- Consultation with Tax and Legal Advisors
- Individual & Small Business Planning
Designations
- Certified Financial Planner, 2008
- Charter Mutual Fund Counselor
- Series 7
Education
- Bachelor of Business Administration & Marketing , Cleveland State University 1991
Adam Stalnaker, CFP®
Investment Advisor Representative * Registered Representative *
Adam Stalnaker is a Financial Advisor at Rockport Wealth Advisors. Adam has been actively pursuing his vision of building a financial services firm that meets the full spectrum of his clients’ financial planning needs. Adam’s areas of knowledge include retirement and insurance planning for individuals as well as qualified plan design and monitoring for businesses.
After earning his Bachelor’s Degree from The Ohio State University, Adam began his career at Grant Thornton in the assurance department. For the next seven years he worked in the accounting industry. In 2009, Adam joined New England Financial where Adam began his career as a Financial Advisor. After four years there, he joined Rockport Wealth Advisors.
He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 registration and insurance licenses.
Adam lives in Bay Village with his wife Jen, and their children, Nolan and Emily. He enjoys playing golf, basketball in local rec leagues, working out and spending time with family.
Michael Curley
Investment Advisor Representative * Registered Representative *
Michael Curley is a Financial Advisor at Rockport Wealth Advisors. Mike joined the team with a focus on providing a unique planning strategy for every client. He strives to maintain consistent communication with clients and regularly reassesses their investment needs as circumstances evolve. Mike’s investment focus is portfolio management, insurance and aiding clients that sell their businesses by mitigating their tax burden through financial planning.
Mike earned his bachelor’s degree from the University of Cincinnati. He holds a Series 7, 63, and 65 securities registrations, and life, health, annuity and variable insurance licenses.
Mike lives in Cincinnati, Ohio with his wife, Anita. He has three children Michael, Brienne and Adam, and five grandchildren Sierra, Ava, Maeve, Grayson and Ellis. His preferred activities are family, traveling and golf.
Brian Ellis
Investment Advisor Representative * Registered Representative *
Brian Ellis is an Investment Advisor at Rockport Wealth Advisors, bringing over 25 years of dedicated experience to his role. Specializing in Retirement accumulation and Income planning, Brian’s expertise is underscored by a genuine passion for understanding his clients’ unique needs and aspirations. His methodical approach, coupled with a personal touch, has earned him the trust and respect of numerous families seeking financial security.
With a profound dedication to his clients’ financial well-being, Brian holds Series 66 and Insurance licenses, helping to ensure he delivers comprehensive and tailored solutions. Brian’s approach to business is deeply personal, characterized by meaningful connections forged through one-on-one meetings across Ohio, Pennsylvania, and his current residence in Okatie, SC.
Armed with a Bachelor of Engineering in Electrical Engineering from Youngstown State University, Brian’s journey has been marked by a steadfast commitment to helping families plan for their Retirement and Education expenses.
Outside of his professional endeavors, Brian finds fulfillment in family moments with his wife, Avie, sons, Mike and Brandon, and grandson, Lachlan. An active member of his community, Brian dedicates his time to serving his church and indulges in personal interests including fishing, bicycling, and golf.
Tom David, CPA/PFS, CFP®
Chief Compliance Officer | Advisory Representative
Tom David is an Investment Adviser at Rockport Wealth Advisors with more than 25 years in the financial services industry. Tom worked in the accounting industry for 10 years auditing financial statements for small businesses and tax planning and preparation for businesses and their owners. He has spent the last 15 years in various client service, investment management, compliance and operations rolls in the wealth management and family office industry serving high-net-worth clients. Tom is dedicated to helping people meet their financial goals through planning and education.
Tom earned his Bachelor’s from Kent State University and his Master of Business Administration from Cleveland State University. Tom is a Certified Public Accountant, a Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, and holds a Series 65 registration. He is also a U.S. Army veteran.
Tom lives in North Olmsted, Ohio with his wife, Melinda. He enjoys sailing, traveling and is actively involved in his community.
Brian Gadd
Operations Manager
Brian Gadd is an Operations Manager at Rockport Wealth Advisors and with over 30 years of experience in the financial services industry.
Brian began the first part of his career in operations management with National City Bank and then moved to Key Bank as a Business Operations Development Consultant. Beginning in 2001 Brian’s entrepreneurial spirit got the best of him and began his own firm, Broker Transfer Consultants LLC, with the goal of assisting financial firms grow and improve their business through operational and service efficiencies with a specialization in transition services. For over 20 years, he assisted hundreds of companies and financial advisors meet their goals and grow their businesses through operational service improvements and talent acquisitions.
Brian earned his Bachelor’s from Bowling Green State University and his Master of Business Administration from Case Western Reserve University.
Brian lives in Bay Village with his wife, Tricia, and their children, Owen, Chloe, and Sophie. He is a lifelong, die-hard Cleveland sports fan and enjoys working with local non-profit organizations. He also enjoys live music and spending time outdoors with his family.
Meaghan Grant, FPQP®
Paraplanner
- (216) 226-4560
- meaghan@rockportwealth.com
Meaghan Grant is a Paraplanner at Rockport Wealth Advisors, joining the firm in 2023.
She graduated from Centre College in Danville, Kentucky with a Bachelor’s in Economics and Finance and earned the Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning.
She is an accomplished golfer, playing all four years for her alma mater which competed in the NCAA Division III championships for three consecutive years finishing 7th, 11th and 10th in the nation. Meaghan was captain of the team for three years.
She resides in downtown Cleveland and enjoys golf and spending time with family and friends.
Beverly Burdett
Advisor Assistant
- (216) 226-4560
- bev@rockportwealth.com
Beverly Burdett is an Advisor Assistant at Rockport Wealth Advisors. In this role she assists Joe and Adam by servicing their clients’ needs and handling much of the day-to-day office work. Beverly is a team player who goes above and beyond to quickly find solutions to problems and get answers to questions. She is known for her impeccable client service skills and strives to make each client happy.
Before joining Rockport, Beverly worked as an Administrative Assistant for a CPA firm in Beachwood, Ohio for 15 years.
Beverly resides in Berea, Ohio with her husband, Tim. In their spare time they enjoy going to concerts.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Our Most Important Connection: With You, in Cleveland
The firms behind us play important roles in our day-to-day servicing of your needs. However, the most important relationship we have is undoubtedly with you. We work with these select firms to make it easier for us to work for you and those in the greater Cleveland area.
Anytime you would like more information about our partner firms, please do not hesitate to ask. We want you to feel confident that you understand, to your satisfaction, how we work with and through these firms.
Check the background of your financial professional on FINRA's BrokerCheck.
Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Rockport Wealth Advisors, a Registered Investment Advisor. Private Client Services and Rockport Wealth Advisors are unaffiliated entities.
Rockport Wealth Advisors and J Arnold Wealth Management are dba’s of Rockport Wealth, LLC, a fee-based Registered Investment Adviser (RIA) registered with the Securities and Exchange Commission and offering a full range of professional services. The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement. Please see our CRS & ADV disclosure documents for more information about our business.
FINRA · SIPC · CRS & ADV · PCS Disclosures