Jonathan began his career in the financial services business in 1989. Prior to founding Concord Advisors, Jonathan worked at the successful benefits consulting firm his father co-founded, where he specialized in financial planning, life insurance, and investment management. It was here that Jonathan learned the importance and value of the financial planning process. In addition to running a successful wealth management firm that focuses on building, managing and preserving clients’ assets, Jonathan has led workshops for employers and national conferences throughout the country. Email JonathanHerbruck Disclosure Brochure
Timothy R. Haber, CLU®, ChFC®
Tim started his business career on the West Coast after graduating from the University of Wisconsin. After working in sales for an office and business systems manufacturer for a number of years, Tim returned to Cleveland to enter the insurance and financial services business. He earned the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations, and completed advanced studies in the areas of Employee Benefits, Business Tax Planning, and Estate Planning. He has taught Business Insurance at the college level. Active in his industry, Tim served as President of the local Society of Financial Service Professionals chapter and is a member of the National Association of Insurance and Financial Advisors (NAIFA), and Estate Planning Council. Tim currently resides in Shaker Heights. Email TimHaber Disclosure Brochure
James D. Yurman & Associates, Inc.
Jim provides custom designed consulting services to individual physicians as well as physician group practices and medical institutions. With dramatic frequency legislative and economic changes have reinforced the notion that specialization is the order of the day – both in medicine and in finance. Through their many years of training, physicians have specialized in the medical needs of their patients. So also, since 1962 James D. Yurman & Associates, Inc. has served the specialized needs of physicians around the country. In the fall of 2007, Jim affiliated with Concord Advisors to offer additional services to his clients. Visit Physicians Financial Advisors WebsiteYurman Disclosure Brochure
Rashi R. Presswala, CPA, CFP®
Rashi is a CPA, a CERTIFIED FINANCIAL PLANNER (CFP®) since 1988, and she has been a an attorney at law with 15+ years of experience helping clients manage their total financial plan. Rashi is also a Registered Representative and insurance broker with Valmark Securities, Inc. Rashi lives in Bay Village and maintains her office in Lakewood, Ohio. 216-521-0771
Certified Financial Planner Board of Standards Inc. owns the certification marks .
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Mark A. Kalmeyer
Mark began his career in the financial services business in 2008 as a advisor at Concord Advisors. Prior years Mark worked at a successful Environmental Testing Lab. It was there that Mark learned the importance and value of a disciplined approach to processes similar to the financial services business dealing with the EPA. In addition to running a team of 40 employees Mark was able to focuses on building, managing and preserving clients relationships.
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