contact info
216 226-4560
Email Address
info@rockportwealth.com
Office Address
22730 Fairview Center Dr,
Fairview Park, OH 44126
About
Rockport Wealth Team
Joseph J Kovach, CFP ®
Investment Advisor Representative * Registered Representative *
Joe Kovach, CFP® is a Financial Advisor with 20 years of experience in assisting clients pursue their retirement and short/long-term financial goals. Joe helps both individuals and small business build strategies to 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 manages his client’s assets, which totals more than 130 million.
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 fifty million dollars. With this success, Joe decided to branch off to start Rockport Wealth Advisors
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 / Education
- Certified Financial Planner, 2008
- Charter Mutual Fund Counselor
- Series 7
- Bachelor of Business Administration & Marketing , Cleveland State University 1991
Joe lives in Strongsville with his wife Jan, and their three daughters; Alyson, Alexis and Lauren. As a former PGA professional, Joe enjoys golfing on the putting green in his backyard or anywhere you would like to invite him to join you.
Adam Stalnaker, CFP ®
Investment Advisor Representative * Registered Representative *
Adam Stalnaker is a Financial Advisor with Rockport Wealth Advisors. After earning his Bachelor’s Degree from The Ohio State University, Adam started 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. Adam has been actively pursuing his vision of building a financial services firm that meets the full spectrum of his clients’ financial planning needs. He holds Series 7 registration and insurance licenses.
Adam’s areas of knowledge include retirement and insurance planning for individuals as well as qualified plan design and monitoring for businesses.
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 with Rockport Wealth Advisors. Mike secured his Bachelors Degree from The University of Cincinnati. He holds his Series 7,63, and 65 securities registrations, and life, health, annuity and variable insurance licenses. He has been a Financial Advisor for the last 24 years.
Mike recently joined Rockport Wealth Advisors with a focus on providing a unique planning strategy for every client. Mike strives to stay in constant communication with clients, and as things change, reassessing their investment needs. Mike’s investment focus is portfolio management, insurance and aiding clients that sell their businesses by mitigating their tax burden through financial planning.
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. He loves seeing them on a regular basis. His preferred activities are family, traveling and golf.
Brian Ellis
Investment Advisor Representative * Registered Representative *
Brian Ellis is an Investment Advisor with Rockport Wealth Advisors, bringing over 25 years of dedicated experience to his role. 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.
With a profound dedication to his clients’ financial well-being, Brian holds Series 66 and Insurance licenses, ensuring 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.
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.
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.
Dave Dickinson
Chief Compliance Officer | Advisory Representative
Dave Dickinson has more than thirty years of service in the financial services industry and is an expert in RIA compliance and operations. He is a graduate of Michigan State University and has held the Series 7, 26, 63, and 65 securities registrations and life, health, annuity, and variable insurance licenses.
He started his career as a wholesaler for the Paul Revere Insurance Companies before spending seven years as a financial consultant with Merrill Lynch. He was an early adopter of the fee-only registered investment advisory business founding several RIA practices.
Dave has consulted with RIA firms on investment management, operations, compliance, marketing, and RIA start-up systems; and has assisted his wife for many years with her regulatory compliance consulting practice.
He and Beth are the proud parents of four sons and live in Harbor Springs, Michigan. Dave enjoys playing golf and tennis, reading about history and economics, and following college sports.
Tom David, CPA/PFS, CFP ®
Investment Advisor Representative and Planner
Tom David is an Investment Adviser with Rockport Wealth Management 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. Tom 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 has a Bachelor’s degree from Kent State University and a Master of Business Administration from Cleveland State University. Tom is a CPA with a Personal Financial Specialist credential and 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 the Operations Manager with Rockport Wealth Advisors and has over 30 years’ experience in the financial services industry. He has a Bachelor’s Degree from Bowling Green State University and an MBA from Case Western Reserve University. 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. Over 20 years, he assisted hundreds of companies and financial advisers meet their goals and grow their businesses through operational service improvements and talent acquisitions.
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, live music and spending time outdoors with his family.
Meaghan Grant, FPQP ®
Paraplanner
- 216 226-4560
- meaghan@rockportwealth.com
Meaghan Grant graduated from Centre College in Danville Kentucky with a degree in Economics and Finance. 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 Hudson and enjoys golf and spending time with family and friends.
Beverly Burdett
Advisor Assistant
- 216 226-4560
- bev@rockportwealth.com
Beverly assists Joe and Adam by servicing our clients’ needs and handling much of our day-to-day office work. Beverly is a great team player who goes above and beyond to quickly find solutions to problems and get answers to questions.
Before joining Rockport, Beverly worked for 15 years at a CPA Firm in Beachwood, Ohio as an Administrative Assistant. She is known for impeccable client service skills and strives to make each client happy. She decided to join Rockport to take on a new challenge in the financial services world as well as work closer to home.
Beverly resides in Berea, Ohio with her husband of 12 years, Tim, and their 7-year old Beagle/Jack Russell, Sadie. In their spare time they enjoy going to concerts.
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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.
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