Leo Rosner

Founder and Financial Advisor

Leo Rosner brings over 30 years of experience in financial analysis and planning to WSA. He holds a Bachelors degree in Business Administration from the University of Cincinnati and a Masters in Accounting from the University of Texas at Austin. Over the years, Leo and his clients have benefitted from his challenging work experiences at the nation's leading accounting and investment firms.

"To bring a degree of reliability to the table, to see the detail of what you want to accomplish on behalf of a client's vision of the future,. to take them where they need to go...you have to understand the real implications of each decision in the context of the dynamic nature of the markets, and act positively on that. It's called being grounded. After that, it's all about doing what you say you are going to do." -Leo Rosner

 

Michael Jacobs

Financial Advisor

Mike Jacobs spent 30 years in the medical device field, primarily managing sales and marketing functions. In his last role, he was managing $1 billion in sales revenue across 3 divisions of Boston Scientific and was responsible for 440 sales people. He holds a bachelor's degree from John Carroll University. Mike was a client of WSA for 15 years prior to joining Leo in 2013.

"Investment advice is an important part of achieving any financial goal and Leo's experience is a key factor in choosing those investments. We take it one step further by plotting out what the execution of the plan will take, periodically reviewing your objectives, your progress, and what adjustments are needed to meet your financial retirement goals. When all is said and done, success or failure is determined through attention to detail and execution." -Mike Jacobs

Kyle Wasserman

Office Manager

Kyle has been a member of the Wealth Strategy Advisors team since January 2014. He is responsible for office operations, processing new business, in addition to servicing existing clients and accounts. 

Kyle graduated from The Ohio State University in 2009 with his degree in business administration, specializing in marketing. He is also a recent graduate of The University of Akron earning his master's degree in curriculum and instruction, specializing in social studies education.