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george byron chapman III

CFP®, CFA, JD, CPA, MBA

George has attained the high marks of Chartered Financial Analyst and Certified Financial Planner.

Integrity is his creed. 

He is a forever student, hence the 'alphabet soup' of credentials. George has been dutifully assisting clients since the 1970's.

 

He resides in Moreland Hills, OH with his wife Kimberly. They have three children; Ashley, Kelsey and George IV. He is a proud grandfather of four boys.

ashley chapman rozsa

Chartered Financial Consultant®
WMCP®, RICP®, MBA

Ashley joined George in 2014. Her credentials include Chartered Financial Consultant®, Wealth Management Certified Professional®, and Retirement Income Certified Professional®. More alphabet soup to come.

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Ashley and George work together on most cases, but she also enjoys focusing on the needs of her generation.

 

She lives in Chagrin Falls, OH with her husband Paul, sons Andre & Henry, and two loyal pups Rhonda & Gail.

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