Born and raised in the Akron area, Ted holds two degrees from the University of Akron, bachelors in Finance and masters in Taxation. While at the University, Ted worked in the financial services field and studied the material needed to become certified as a CERTIFIED FINANCIAL PLANNER™. Having spent the last 25 years in the financial services industry, Ted has found creative ways to better manage insurance and investment assets for individuals and businesses all over the country. Through his work at every level of the insurance and investment industry, he has gained the knowledge to build the systems and structures necessary to effectively meet the needs of his clients.  Recognized as a financial services expert, he has been published in industry magazines and periodicals. He was also identified as a rising star for advisors under 40 by the Association of Advanced Life Underwriters and the magazine Advisor Today. Ted has spoken at the Advanced Association of Life Underwriters, The School of Life, The Best Practices Symposium and the Million Dollar Round Table. Ted serves on several boards and committees for non-profits and foundations. 


p: 330 650 1114 | e: info@wealthdesignpartners.com

77 Milford, Suite 234 | Hudson OH


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