Please contact us to discuss how we match your wealth management strategy to the changes life brings.

Headshot of Rich Weidrick SWM Investment Adviser Representative

Richard A. Weidrick, CPA/PFS

A graduate of Case Western Reserve University, Rich is the firm’s Managing Partner and has over twenty-five years of accounting, tax, and banking experience. He consults frequently on business valuation, financing and acquisitions, and he leads the financial services unit at SWM.

Rich, is an active member of the American Institute of Certified Public Accountants (AICPA) and the OhioSociety of Certified Public Accountants. He holds the AICPA’s Personal Financial Specialist (PFS) Credential, which is granted exclusively to CPAs who have the powerful combination of extensive tax expertise and comprehensive knowledge of all areas of financial planning.

Megan Eberhart

Megan D. Eberhart, CFA

Megan is a chartered financial analyst with nearly nine years of experience in investments and financial services.  She earned her bachelor’s degree in Economics from Princeton University and MBA from The Ohio State University’s Fisher College of Business.  Megan started her career on the buy-side, both at State Teachers Retirement System of Ohio and Point72 Asset Management in New York.  Most recently, she worked as a Portfolio Manager at Johnson Investment Counsel.

Megan is a member and former board member of the CFA Society of Columbus.

Laura Blanche

Laura Blanche

Find more information about our qualifications and business practices on the Disclosures page.