Prior to Cirrus Wealth Management, Joe was a Managing Partner with Rehmann Financial and President and co-founder of Dawson Wealth Management in Cleveland, Ohio.

With over 30 years of success working in retirement, estate, tax and business planning, Joe has focused on the financial concerns of successful privately-held business owners and medical professionals.

Joe makes regular appearances on FOX Business News and CNBC’s nationally televised financial segments, including Closing Bell, Power Lunch, and Squawk on the Street. He has been quoted in a variety of publications including Cleveland Plain Dealer, Smart Business, Houston Chronicle, Denver Post, Forbes, Inside Business, US News and World Report and MSN Money.

• Wealth Management
• Financial Planning
• Estate Planning
• Business & Succession Planning

Prior to Cirrus Wealth Management, Ryan was a Consultant at The Boston Consulting Group in Houston, Texas, where he advised Fortune 500 clients on business strategy in the energy, manufacturing and healthcare sectors. Prior to that, he spent six years in the oil and gas industry with ExxonMobil working in engineering, project management and business development. At Cirrus, Ryan focuses on supporting existing clients while working to grow the business and reach a younger client base.

Ryan completed his undergraduate education at Virginia Tech, Magna Cum Laude, and received an MBA from the Jones Graduate School of Management at Rice University where he was recognized as a Jones Scholar.

Ryan is a past member of The Journey of Hope; a 3,000 mile cycling ride raising funds and awareness for individuals with disabilities. During his downtime he enjoys hiking, skiing, and spending time with his wife and daughter.

• Wealth Management
• Financial Planning
• Qualified Plan Consulting

Prior to joining Cirrus Wealth Management, Maddie was a financial professional with Royal Bank of Canada, Wells Fargo, and Rehmann Financial. Maddie specializes in working with closely-held businesses. As the daughter of a business owner, Maddie saw firsthand how working with a skilled financial professional could impact the outcome for the owner, their family and their employees. Maddie truly enjoys teaching financial principles on a variety of topics to the many individuals she interacts with through educational seminars and one-on-one meetings.

Maddie is a graduate of Adrian College with a Bachelor of Science in Chemistry and a Bachelor of Arts in Mathematics. She has successfully completed her Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designations.

Maddie is a member of Woman’s Life – Chapter 864 and Kensington Church. In her spare time, Maddie enjoys spending time with her family and friends. Some of her favorite activities include cooking, playing board games and outdoor activities like tennis and biking.

• Financial Planning
• Retirement Distribution Strategies
• Investments

Prior to joining Cirrus Wealth Management, Mark was a financial professional with Rehmann and Dawson Wealth Management in Cleveland, Ohio. He has advised clients on how to preserve and manage wealth since 1991 and has helped hundreds of business owners, professionals and organizations through his broad knowledge of strategic and financial planning, investments, taxation, and risk management.

As a former owner of a Cleveland-based business, Mark understands the challenges that confront today’s business owners and the competitive advantage that a skilled financial professional can bring to their team. His client base comprises business owners, legal and medical professionals, and corporate executives. Mark has taught financial principles to many individuals over the years through educational seminars on a variety of topics including college funding, personal financial planning and legacy planning for colleges and universities. Mark has been frequently quoted by Reuters and Investment News and has been quoted in the Wall Street Journal.

Mark is a graduate of the Wharton School of the University of Pennsylvania, with a Bachelor of Science in Economics. He has successfully completed the requirements to become a Chartered Life Underwriter (CLU®), a Certified Financial Planner™ (CFP®) certificate, a Chartered Advisor for Senior Living (CASL®) and a Chartered Financial Consultant (ChFC®). Mark is licensed for life and health insurance in the state of Ohio.

• Better Business Bureau of Cleveland, Member, Board of Directors
• Cystic Fibrosis Foundation, Chef’s Fantasy Committee

Jill holds a Bachelor of Arts in accounting from Michigan State University and is licensed in Ohio as a Certified Public Accountant. Jill is an active member of the Ohio Society of Certified Public Accountants.

• Ohio Society of Certified Public Accounts
• American Institute of Certified Public Accountants (Past member)

Prior to joining Cirrus Wealth Management, Laura served as a Senior Client Relationship Manager-Wealth for Rehmann and Vice President, Financial Planning for Dawson Wealth Management in Cleveland, Ohio. She has held positions in the financial services industry with McDonald & Company, Midwest Annuity and Investment Company, and Skylight Financial Group. Laura began with Dawson Wealth Management in 2006 as a Senior Relationship Manager with the company’s top clients. She has been published in CPA Wealth Provider.

Laura is a Cleveland native and graduated with honors from Ohio University in Athens, Ohio, with dual majors in Finance and Quantitative Business Analysis. Laura went on to earn a Master of Business Administration (MBA) from Cleveland State University in 2000 and became a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant in the spring of 2005. She also holds state of Ohio life, variable annuity, annuity and health insurance licenses.

Barbara brings 14 years of professional experience to the wealth management industry. Prior to joining Cirrus Wealth when the firm was founded in 2015, she was the Executive Assistant to Joe Heider at Dawson Wealth Management. Today Barbara holds her Series 6 license and continues to be Joe Heider’s Executive Assistant and Client Service Specialist. Her strong customer service and relationship building ability has helped in assisting our clients to realize their financial goals. Barbara also received her certification as an Registered Yoga Alliance Instructor. She owned her own yoga business and was contracted by several large Cleveland area companies to create wellness programs for their employees.

Barbara received her BA degree in Communications from Kent State University. She also received her Yoga Alliance Certification from Awaken Yoga School in Mentor, Ohio.

Barbara enjoys practicing yoga, spending time with her family, being active and meeting new people.

• Wealth Management
• Investment Strategy
• Succession & Estate Planning
• Entrepreneurs & Young Professionals

Prior to joining Cirrus Wealth Management, Chris worked at Bernstein Private Wealth Management and Edward Jones Investments in advisory and planning capacities. Working primarily with high-net-worth individuals and their families, Chris brings to Cirrus an extensive background working with clients to resolve complex financial planning issues and delivering tailored solutions.

At Cirrus, Chris advises families, entrepreneurs and business owners on how to prepare for their financial futures and provides education on how to navigate their unique financial landscapes.

Chris completed his undergraduate education at the University of Dayton, earning a Bachelor of Science in Marketing and Entrepreneurship. Chris is licensed by the Ohio Department of Insurance in Life, Health and Annuity insurance.

• Young Catholic Professionals, Director of Finance
• Rocky River Chamber of Commerce
• Lakewood Catholic Academy, Investment Club Advisor
• Association for Corporation Growth (ACG), Cleveland