ABOUT US

Founded in 2002, we serve the complex and continuing needs of wealthy families as an independent, fee-only fiduciary advisory firm. 

Dan Gaugler and Mark Weiskind founded Fairway in 2002 in Cleveland, Ohio with the belief that effective wealth management must integrate financial planning, investment planning and tax planning and be provided by an advisory team that is focused on the client’s best interests. The value provided to our clients through that vision has propelled Fairway’s growth over the last 18 years, and we are now serving over 250 clients in 27 different states. Our consistent core values guide us in our continued pursuit of providing exceptional and reliable service to more families so that they can fully enjoy their wealth.

OUR HISTORY

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FIRM PROFILE

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CORE VALUES

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Our People

Mark Weiskind,
CPA/PFS (inactive), CFP®

Founding Partner,
Senior Wealth Manager

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C.J. Avarello,
CPA (inactive), CFP®

Partner,
Senior Wealth Manager

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Dan Gaugler,
CPA/PFS (inactive), CFP®

Founding Partner,
Senior Wealth Manager

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Kristen Kuzma,
CFP®

Wealth Manager

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Chris Martin,
CFP®

Wealth Manager

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Dina Leader,
CPA, CFP®

Wealth Manager

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Franco DiLiberto,
CPA, CFP®

Associate Wealth Manager

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Brian Tullio,
JD, LL.M, CFP®

Associate Wealth Manager

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Vince DiGiacomo

Associate Wealth Manager

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Laura Reifschneider

Laura Reifschneider

Manager, Family Office Services

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Jake Yeager

Associate, Family Office Services &
Data Management

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Maria Hinton

Director, Client Service and Operations

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Matt Garrott, CIMA

Director, Investment Research

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QUESTIONS ? ASK OUR TEAM.

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