Willoughby Hills, OH Office

Joseph Suster is a financial advisor at &PARTNERS with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bucholtz & Germo, TrueHarbor LLC, Commonwealth Financial Network, and various other organizations. &PARTNERS serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

David Bucholtz Jr. is a CFP® professional with 31 years of industry experience. He is currently with \u0026Partners and has previously worked at Michael Germo Dba Financial Planning Resources, Bucholtz \u0026 Germo, and Commonwealth Financial Network. In addition to his advisory work, he is president and owner of Bucholtz Consulting, LLC, which operates securities and insurance businesses, and he also provides tax preparation services. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan services through a combination of proprietary and third-party strategies, using a variety of analytical approaches.

Isaac Bushen is a CFP® professional affiliated with &Partners, with experience working at multiple firms since 2022. His prior roles include positions at Davenport Wealth Management, Commonwealth Financial Network, and Bucholtz & Germo. He also has experience in fixed insurance sales conducted during business hours. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning services. The firm employs a variety of analytical approaches and manages assets both directly and through third-party managers under its dual registration as a registered investment adviser and broker-dealer.

Michael Germo is a financial advisor at &PARTNERS with 45 years of industry experience. He holds the CFP® designation and Series 63 license. His prior work includes over 30 years at Royal Alliance Associates, INC., followed by extensive tenure at Financial Planning Resources and Commonwealth Financial Network. Outside of advisory services, he provides tax preparation and accounting through Michael A. Germo Tax Services. &PARTNERS serves a diverse clientele including high-net-worth individuals, institutions, charitable organizations, and retirement plans. The firm offers a range of investment management and financial planning services, utilizing a combination of proprietary and third-party strategies with ongoing portfolio monitoring.

James Tracz Jr. is a financial advisor at &PARTNERS with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network, Ameriprise Financial Services, Inc., and Waddell & Reed, Inc. Tracz is also involved in fixed insurance sales, devoting a small portion of his business hours to this activity. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of services such as investment management, financial and tax planning, and retirement-plan consulting, utilizing both proprietary and third-party strategies through an established platform infrastructure.