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

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.

Dave Dickinson Chief Compliance Officer

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.

Beverly Burdett

Advisor Assistant

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.

contact info

216 226-4560

Email Address

info@rockportwealth.com

Office Address

22730 Fairview Center Dr,
Fairview Park, OH 44126

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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 is a dba of Rockport Wealth, LLC, a fee-only Registered Investment Adviser (RIA) registered with the Ohio Division of Securities 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 ADV disclosure documents for more information about our business.

FINRA · SIPC · ADV · PCS Disclosures

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