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george byron chapman III

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

He also holds a JD, CPA and MBA.

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

Ashley joined George in 2014. Her credentials include:

Chartered Life Underwriter® 

Chartered Financial Consultant®

 Wealth Management Certified Professional® 

Retirement Income Certified Professional®



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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