Your Team at Rockport Wealth Advisors

Meet the team dedicated to guiding you through life’s financial decisions with thoughtful advice and steady support.

Executives
Adam Stalnaker, CFP®

Partner & Chief Executive Officer

Cleveland, Ohio

Joseph Kovach, CFP®

Partner & Chief Investment Officer

Cleveland, Ohio


Wealth Advisors
Michael Curley

Senior Wealth Advisor, Managing Director

Cincinnati, Ohio

Brian Ellis

Senior Wealth Advisor, Managing Director

Bluffton, South Carolina

Tom David, CPA/PFS, CFP®

Senior Wealth Advisor & Chief Compliance Officer, Managing Director

Cleveland, Ohio

Joseph Salmen, CFP®

Wealth Advisor, Director

Youngstown, Ohio

Andrew Smith, CPA

Wealth Advisor, Director

Youngstown, Ohio

Meaghan Grant, CFP®

Wealth Specialist, Associate

Cleveland, Ohio


Client Service & Admin
Beverly Burdett

Client Service Specialist, Senior Associate

Cleveland, Ohio

Lorraine Klutzaritz

Client Service Specialist, Senior Associate

Youngstown, Ohio

Molly Kale

Client Service Specialist, Associate

Youngstown, Ohio

Carrie Williams

Client Engagement Specialist, Associate

Youngstown, Ohio

Lori Koch

Office Administrator, Associate

Youngstown, Ohio


Corporate Operations
Brian Gadd

Operations Manager, Managing Director

Cleveland, Ohio

Colleen Gregorich

Marketing & Administrative Manager, Director

Cleveland, Ohio


CONSULTANTS
Jon Arnold

Consultant

Youngstown, Ohio