Jon P. Arnold is CEO and Co-Founder of The J. Arnold Wealth Management Company. After working at large investment and insurance companies, Jon founded JAWMC in 2006, with offices in Canfield, Ohio, and Jupiter, Florida. The J. Arnold Wealth Management Company is an area-based independent SEC Registered Investment Advisory firm that provides fee-based wealth management services to institutional and individual investors from around the country.
Jon has won countless awards in the financial services sector and local leadership awards, including being named one of the Tri-County area’s most valuable persons of the class of 2008’s “40 under 40”. In 2011, Jon was also nominated for Alumnus of the Year from The Williamson College of Business Administration at Youngstown State University.
Jon proudly contributes and donates with his wife, Jennifer, a $100,000 scholarship to his Alma Mater, Youngstown State University Williamson College of Business Administration. The scholarship is awarded to students involved in the athletic program, attending the business school, and employed with a local business.
Jon is entering his 23rd year in the investment and financial planning fields. He works with technical analysis, behavioral investing strategies, and tactical sector management to assist his clients with their portfolios.
Jon serves on the Youngstown Warren Regional Chamber of Commerce Board of Directors.
Awards & Accolades
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
Designations / Education
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 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.
Danielle is a graduate of Youngstown State University with a bachelor’s degree in psychology and a minor in sociology. Danielle brings banking experience to her role as an Vice President with the J. Arnold Wealth Management Company. Danielle’s attention to detail, communication, and customer service skills make her an invaluable team member.
Danielle is an avid Cleveland Guardians fan, enjoys video games, traveling, and spending time with her husband, Ryan, and their son, Ethan.
Colin Hritz graduated from Youngstown State with a degree in finance. He is one of five children, born and raised in Youngstown, Ohio. He is passionate about helping people achieve their financial goals and living the life they want. Colin resides in Youngstown and enjoys spending time with his friends and playing pick up basketball.
Lorraine Klutzaritz is a Client Associate with more than 20 years’ experience in administrative and customer support roles. Her responsibilities include the on-boarding of new clients, processing individual retirement, non-retirement, and trust accounts. With her strong organizational skills and attention to detail, she ensures our client and office needs are met.
Lorraine lives in Boardman with her husband Bryan and are proud parents of their two children Jared and Jenna. In her spare time, she enjoys spending time with her family, travelling, and cooking. Fun fact, Lorraine and her family lived in Turkey for 5 years.
Michael Curley is a Financial Advisor with Rockport Wealth Advisors. Mike secured his Bachelors Degree from The University of Cincinnati. He holds his Series 7,63, and 65 securities registrations, and life, health, annuity and variable insurance licenses. He has been a Financial Advisor for the last 24 years.
Mike recently joined Rockport Wealth Advisors with a focus on providing a unique planning strategy for every client. Mike strives to stay in constant communication with clients, and as things change, reassessing their investment needs. Mike’s investment focus is portfolio management, insurance and aiding clients that sell their businesses by mitigating their tax burden through financial planning.
Mike lives in Cincinnati, Ohio with his wife, Anita. He has three children Michael, Brienne and Adam, and five grandchildren Sierra, Ava, Maeve, Grayson and Ellis. He loves seeing them on a regular basis. His preferred activities are family, traveling and golf.
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.
Brian Gadd is the Operations Manager with Rockport Wealth Advisors and has over 30 years’ experience in the financial services industry. He has a Bachelor’s Degree from Bowling Green State University and an MBA from Case Western Reserve University. Brian began the first part of his career in operations management with National City Bank and then moved to Key Bank as a Business Operations Development Consultant.
Beginning in 2001 Brian’s entrepreneurial spirit got the best of him and began his own firm, Broker Transfer Consultants LLC, with the goal of assisting financial firms grow and improve their business through operational and service efficiencies with a specialization in transition services. Over 20 years, he assisted hundreds of companies and financial advisers meet their goals and grow their businesses through operational service improvements and talent acquisitions.
Brian lives in Bay Village with his wife Tricia, and their children Owen, Chloe and Sophie. He is a lifelong, die-hard Cleveland sports fan and enjoys working with local non-profit organizations, live music and spending time outdoors with his family.