Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Steve believes it’s the important things – our families, our core values and the impact we have on others that connect us.
Capabilities to impact your life and wealth
Steve manages key client relationships with individuals, families and businesses. Steve truly values multi-generational client relationships. He uses his comprehensive knowledge of financial services paired with his innovative thinking to build solid long-term relationships with successful clients and their families
Experience to guide you forward
Steve has over 23 years of experience in Wealth Management, previously holding positions as a Vice President-Wealth Management with UBS, Vice President and Trust Officer with Civista Bank and a Financial Advisor with Merrill Lynch.
Steve is the fiduciary specialist within the firm. He has demonstrated that he has met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of his clients. He applies investment procedures for his wealth, retirement, foundation andendowment clients. He uses fiduciary best practices for his clients that have earned him credibility and distinction within the industry.
Licenses and education
Steve holds a Series 7, 63, 65 Securities Licenses as well as State of Ohio Life Insurance and Annuity Licenses.
Steve earned a bachelors degree in Business Administration through the Fisher College of Business at The Ohio State University. Steve also played football during his tenure at the university.
Making a difference in my community
Giving back to his community is top of mind for Steve. He is currently involved in: Serving Our Seniors of Erie County- Board Member; Catholic Charities of Erie County – Board Member; Sandusky Yacht Club; Sandusky Rotary Club and the Catawba Island Club.
Outside of the office
A native of Sandusky, Steve lives with his wife of 35 years , Lori in Perkins Township. They are very proud of their two children: Ryan, an attorney in Dallas, and Kayla, a graduate student at Ohio State.Steve enjoys spending time with his family, playing golf, bicycling and other outdoor activities and is an avid reader. Steve is a huge Ohio State University football fan.
Brian believes that long-term investing can be very rewarding and short term humbling and that the secret to making money is to keep from losing it!
Capabilities to impact your life and wealth
Brian has 33+ years of Wealth Management experience and is the firm’s founder. Brian is a certified Bloomberg terminal and Thompson Reuters Eikon investment professional. Brian uses both of these tools for securities research, portfolio modeling, analytics, and stress testing of investment models and portfolios of every type. Using real-time economic factors, global news, and portfolio specific events and signals that he monitors daily; enables him to manage client portfolios efficiently throughout True Alpha’s book of business. He believes that the key to portfolio management is risk management, and he has the best tools in the industry to do just that!
Chief Investment Officer (CIO) and Senior Portfolio Manager
As Chief Investment Officer (CIO) of the firm, Brian oversees the investment strategy for our client’s assets as Portfolio Manager. In his role as Portfolio Manager, Brian invests client portfolios based on our unique financial planning process. He develops specific models for each client as appropriate to their needs, risk tolerance, and objectives. Brian specializes in using both strategic and tactical disciplines with an emphasis on risk management, tax minimization, and wealth preservation as related to each client’s specific financial plan. Brian provides objective investment advice and guidance to both individuals and institutions. Integrating a complex body of investment knowledge and experience, he applies that knowledge to systematically and ethically assist clients in managing portfolios and making prudent investment decisions. Brian builds and manages customized investment strategies and implements proprietary model portfolios that he manages for a fixed, all-inclusive fee (free of transaction costs) as appropriate for each client’s unique situation. Our client’s lives and the markets are very dynamic; as a result, Brian receives his greatest reward by helping clients navigate those changes successfully, and in doing so, has developed long-lasting trusted relationships.
Making a difference in my community
Brian has worked in Sandusky and lives in Huron and has served on many boards and in leadership positions with Habitat for Humanity, The American Cancer Society, The Shriners, The State Theatre, Plum Brook country club, The Sandusky Yacht club, the Huron Yacht club, and the Patrick and Louise Murray Foundation. He believes that it is imperative to give back to the community in which he lives and does so regularly through regular contributions of time and money.
Outside the Office
Brian lives in Huron with his wife, Erin Murray, and enjoys spending time with his children and grandchildren. Active his whole life in many outdoor and sporting activities and coaching, he now spends more time with his wife and kids - traveling, boating, fishing, and is a voracious reader.
Charles J. Czajka III, CFF®,CEP®, RFC®,CSSCS® is a Certified Financial Fiduciary ® Certified Estate Planner ® , a Registered Financial Consultant ®, and Certified Social Security Claiming Strategist, ® with over 35 years of experience.
During the past several years, Chuck has been conducting educational workshops and study groups for professionals, small business owners, various retirees and groups of active employees seeking information to help preserve and protect their savings and designing retirement income plans for retires to maximize their retirement income.
Chuck is the author of the book YOUR RETIREMENT CHECKLIST!
Chuck is also trained in a macroeconomic approach to making money decisions that are designed to help clients reach their maximum financial potential. He is a national platform speaker and the recipient of numerous professional awards. Chuck and his wife Tami are the owners of Macro Money Concepts located in Stuart Florida.
For the past four decades, they have been helping people and small businesses reduce taxes, increase income potential, provide maximum benefits to improve overall wealth through safe money strategies.
Sunil Patel is a well-known national expert in the matters of retirement and tax-free retirement income planning. For the last 32 years, he has helped people throughout the United State retire safely and securely. In fact, none of Mr. Patel’s clients have ever lost money in the stock market while working with him. His clients include self-employed business owners, Physicians, retirees.
As a retirement and income planning specialist, he assists his clients to plan for taxes and tax-free retirement, protect their savings, reduces income taxes & taxes on social security benefits, and creates a retirement income that they won't outlive.
Sunil is a graduate of The University of Stuttgart. He is a Certified Financial Fiduciary (CFF™) and has pledged to always put the needs of his clients above his own.
Michael is the founder and managing member of Green Leaf Financial Consulting, LLC, and has more than 30 years of experience in business and business management. His passion for helping people was realized early in life. Having watched his mother struggle through raising five boys on her own with nowhere to turn for honest financial guidance, Michael doesn’t want others to have to go through what he and his family endured. This experience drove him to specialize in financial planning and investment management for women, families, and business owners. Now, as a business owner himself, serving clients in the Pacific Northwest, he understands what goes into balancing the responsibility of running a business with family life, all while hoping to secure a meaningful legacy.
It was during his successful real estate career that Michael recognized he was limited in his ability to help people, so, in 1998, he entered the financial planning and investment management business. He learned from some of the best during his tenure with Merrill Lynch and Smith Barney, a member of Citigroup. Michael has been using his life experience and his financial planning experience throughout the last 21 years to help clients navigate through major recessions and market downturns. In 2003, Michael left the confines of the large brokerage firms and partnered with Commonwealth Financial Network®, an independent Register Investment Adviser–broker/dealer, and established Green Leaf Financial Consulting, LLC.
Michael is not only devoted to his family and clients but to his community. He has served on several nonprofit boards over the years and provides training to nonprofit boards in legacy planning and donor relations strategies. Michael has been extensively involved at his children’s schools, serving on boards and committees to improve and enhance the students’ educational experience. Additionally, he has served as an honorary chairman for the National Business Advisory Council and on the Eugene Area Chamber of Commerce Local Government Affairs and Economic Development councils.
Giving back is important to Michael, so when asked, he agreed to teach a Practical Wealth Management class at the University of Oregon Lundquist School of Business to MBA and MSA graduate students. Michael strives to impart education to these students regarding the difference between product sales and true consulting in the investment and financial planning arena.
In his free time, Michael enjoys spending time with his wife, Tiffany. They love creating meals, cooking and serving them to family and friends. He also enjoys a variety of outdoor activities, including, tennis, hiking, backpacking, and boating in the Great Northwest, as well as fly-fishing in Oregon and Montana. Michael has been involved in youth athletics and coaching (tackle football and track) for more than 30 years. Michael lives in Eugene with his wife, who owns and operates her own business as an independent mortgage broker.
Registrations and Designations Cumulatively, the knowledge obtained with these registrations, licenses, and designations better equip Michael to assist his clients in navigating their financial journeys.
FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network)
Life, health, and long-term care insurance licenses in Oregon and California
Accredited Investment Fiduciary® (AIF®) designation obtained through The Centers for Fiduciary Studies, where he spent a considerable amount of time in intensive, in-depth study
My Passion: Our business revolves around building relationships, helping clients to bridge the financial gap between current situations and desired outcomes, and equipping them for a more secure future. Relationships are first and foremost to me; it is important to forge strong connections and hopefully, build clients for life. I believe that what’s most important to our clients should in turn be most important to us, so focusing on and truly being intentional with people is paramount. By partnering alongside them, we aim to arm our clients with the confidence and clarity to reach their financial goals. My Expertise: Our ADL (Accumulation, Distribution, Legacy) planning model seeks to create a simplified blueprint that is both easy to understand and seamless to implement. This process also prompts the ‘candid conversation,’ which allows us to home in and drill down on how to achieve what is most important to our clients, whether that be insurance, tax-planning, or efficient investments.
My Role: Holistic financial planning is incomplete without weighing every factor. Using a team approach, I assist our advisors in helping our clients inventory their financial lives, craft a detailed game-plan, and help them achieve your vision of a secure future. Tapping into our years of experience provides collaborative and results-driven solutions that fit our clients’ needs.
My Personal Interest: I was born in Des Moines, IA and raised in Springfield, OH, where most of my family still resides. In 2017, I graduated from Cedarville University with a degree in Finance. In my free time, I enjoy playing soccer, cooking, reading, kayaking, being involved in church ministries and spending time with my fiancé, Brooke. I have a more than casual interest in coffee and roast beans in my garage.
Conor’s passion for the investment industry began over 20 years ago at the tender age of 13 during an extracurricular class called Project Business. Conor was tasked with researching and picking an individual stock and following it throughout the semester. During that time, the Yahoo stock he chose increased by 150% and he thought “This seems easy!” When the tech bubble burst in the early 2000’s, he realized there might be a little more complexity to the financial world, but he was hooked nonetheless.
During his first financial services job in the shareholder services department of Eaton Vance in Boston, Conor acted as the last line of defense for clients desperate for advice during the 2008 financial crisis. He could not believe there were so many people who could not get in contact with the advisor that “sold” them the mutual fund they were calling about, and he knew he wanted to change that. Although he watched some of his colleagues become frustrated working with naïve investors, Conor thrived in that environment and enjoyed educating shareholders while “talking them off the edge.” That was when his true passion for the financial services industry was born. He had a strong and consistent desire to help people that continued to point him in the direction of financial advising.
In January 2014, Conor joined his uncle, Mark Bryant, at Bryant Asset Management as a Registered Representative of Commonwealth Financial Network. In this role, Conor advises a growing group of his own clients as well as assisting the firm with research, marketing, and client portfolio construction. Conor has earned one of the highest-level professional designations in financial services as a CERTIFIED FINANCIAL PLANNER™ professional. Conor also holds the CERTIFIED FINANCIAL FIDUCIARY Designation.
Daniel Stewart is Regional Vice President and an accomplished Financial Consultant at Stewart Wealth Advisors. Daniel has extensive knowledge in retirement planning, portfolio and asset management, and insurance. His prior experience working as a Financial Advisor for hundreds of clients at a bank and credit union has made him an expert in the holistic approach to financial advising. Daniel believes that the client must always be put first.
Daniel received his undergraduate education at Christopher Newport University in Newport News, VA. Daniel lives in Southwest Florida and he enjoys the benefits of being so close to some of the most beautiful beaches in the world. When not working, Daniel enjoys biking, tennis, and a good barbeque.
Sabina L. Pan is the founder and principal of Bay CPA Plus, dedicated advisor to investors, entrepreneurs and small businesse owners. She holds an Master’s degree in Business Administration from INSEAD along with a Bachelor’s in Accounting from Golden Gate University. She is a Certified Public Accountant, a Certified Financial Fiduciary®, and Certifed Financial Planner® candidate.
She has professional experiences in public accounting firms, multi-national companies and non-for-profit organizations. And she is the author of two finance books:
This varied professional background gives her a unique perspective in advising clients how to grow their businesses and build personal wealth. She is also business coach for start-ups and non-for-profits.
Outside of her work, Sabina is a wine connoisseur and trained pastry chef from Le Cordon Bleu Paris.
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