ABOUT US

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 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.

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