Our Team

Our Team

Providing financial planning and investment advice since 1999.

In 1999, our managing directors, Stephen L. Rudolph and Stanley J. Majkrzak, founded our firm with the vision of providing a personalized approach for each client and assisting our clients in developing and pursuing financial security in an unbiased environment.

Stephen L. Rudolph, MBA, CPA, AIF®

President

Steve has 20 years of experience working with high-net-worth individuals. Steve specializes in fee-based investment management, comprehensive wealth management, and alternative investment research. He believes in a personalized approach that includes frequent client contact, educating individuals, and providing solutions for their unique needs. Steve has a strong interest in behavioral finance and the psychology of why investors make poor decisions.

Professional Certifications and Registrations

  • Master's in business administration
  • Certified Public Accountant
  • FINRA Series 7, 24, and 66 securities registrations held through Commonwealth Financial Network®
  • Accredited Investment Fiduciary®
  • Office of Supervisory Jurisdiction

Memberships and Associations

  • Milestones Autism
    • Board of Directors
  • Jewish Federation of Cleveland
    • Chairman, Defined Benefit Plan Investment Subcommittee
    • Professional Advisory Council
  • Jewish Community Center
    • Former Member, Board of Directors
    • Former Chairman, Endowment Committee
    • Former Liaison for Jewish Community Center, Investment & Finance Committee

 

Chairmans_seal
 

Stephen L. Rudolph is proud to have been recognized as a Chairman's Level advisor for 2016—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Stanley J. Majkrzak, CFP®, AIF®, CPA

Managing Director

As a financial advisor and one of the managing directors of HW Financial Advisors, Stan demonstrates his passion for improving his clients’ lives through coordinated financial planning, investments, retirement, tax, and estate planning services. His collective knowledge within the investment and financial services arena has enabled him to successfully provide financial planning solutions to both private and corporate clients.

Stan has more than three decades of experience, and his energy is appreciated by his clients as he points out ways to make their financial picture more complete. By focusing his efforts before and after retirement, Stan provides his clients with the information needed to help maximize a stable financial life customized to their specific goals, current resources, and personal financial needs. Stan has a consultative, problem-solving approach that covers topics such as tax savings, investing, and asset protection strategies.

Professional Certifications and Registrations

  • FINRA Series 7 and 66 securities registrations held through Commonwealth Financial Network®
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Accredited Investment Fiduciary®
  • Licensed Insurance Agent
  • Certified Public Accountant

Memberships and Associations

  • Estate Planning Council of Cleveland
  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Tax Club of Cleveland
  • The Cleveland Society, Inc.
Founders_seal
 

Stanley J. Majkrzak is proud to have been recognized as a Founder's Club advisor for 2016—a distinction based on annual production that places him among the top 39 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.

Craig S. Petti, RFC®, AIF®

Principal

As one of the principals at HW Financial Advisors, Craig has more than 18 years of experience in the financial services arena working with high-net-worth individuals and small business retirement plans to help meet their financial planning, investment, and insurance needs. 

Craig takes a client-centric approach to customized financial planning and will work diligently to exceed his clients' expectations by providing honest, independent advice designed to meet their personal goals. Knowing that no two situations are the same, he focuses on providing customized investment strategies and long-term prudent diversification, and he will work toward providing superior, risk-adjusted returns. Craig believes in meeting with his clients frequently to discuss asset protection strategies, investing, and topics such as college planning, insurance, and preparing for retirement.

Craig’s ultimate goal is to provide his clients with confidence and the knowledge that their financial future is in good hands.

Craig is active in his community of Beachwood, Ohio, where he has resided with his wife and two children since 2004. Craig is an avid golfer and runner. He is also actively involved with his children in various sports activities. 

Professional Certifications and Registrations

  • FINRA Series 7 and 63 securities registrations held through Commonwealth Financial Network®
  • Registered Financial Consultant
  • Accredited Investment Fiduciary®
  • Life and Health Insurance Licensed

Memberships and Associations

  • International Association of Registered Financial Consultants
  • Lifebanc Finance Committee
  • Crohn’s & Colitis Foundation of America
  • Estate Planning Council of Cleveland
 

Marla Petti, CPA/PFS, AEP®

Director of Financial Planning Services

Marla has two decades of experience in providing comprehensive financial planning to her clients. She has extensive experience in all areas of investment consulting, tax planning and preparation, family office services, financial education, trust administration, and estate and retirement planning. She provides excellent, confidential, highly customized client service.

Professional Certifications and Registrations

  • Certified Public Accountant
  • Personal Financial Specialist
  • Accredited Estate Planner®
  • FINRA Series 7, 63, and 65 securities registrations held through Commonwealth Financial Network®

Memberships and Associations

  • Ohio Society of Certified Public Accountants
  • American Institute of Certified Public Accountants
  • Personal Financial Specialist of the AICPA
  • Estate Planning Council of Cleveland
  • Gift Planning Advisory Committee, Cleveland Museum of Art
  • HFLA of Northeast Ohio Board of Directors

Andrew J. Marusic, AIF®

Financial Advisor

Andrew joined HW Financial Advisors in 2007 and became an advisor in 2012. Andrew’s approach to financial planning is both educational and comprehensive. He seeks to understand the total financial picture of his clients, which includes not only the measurable assets and accounts, but also the personal viewpoints and expressions that motivate and guide each particular client situation.

Professional Certifications and Registrations

  • FINRA Series 7 and 65 securities registrations through Commonwealth Financial Network®
  • Accredited Investment Fiduciary®
  • Working toward Chartered Financial Analyst® designation

Janet L. Baillie

Chief Compliance Officer

Jan is responsible for monitoring the daily operations of our office to ensure compliance with all rules and regulations of our broker/ dealer, Commonwealth Financial Network®; the SEC; FINRA; and the state of Ohio. Jan has more than 28 years of experience in the financial industry and works closely with the advisors and clients of HW Financial Advisors to provide the highest level of personal customer service.

Nicholas S. McCreary

Financial Planning Assistant

Nicholas joined HW Financial Advisors in May 2013 after graduating from Ohio State University with a BA in business administration. He majored in finance with a specialization in investments. Nick works with advisors in a support role, providing client reports, assisting in research, developing financial plans, and helping with various other planning products.

Keith R. Witkowski, CPA, CFP®

Financial Planning Associate

Keith joined HW Financial Advisors in April 2015 and has experience in both public accounting and industry working for a medical products and technology company. He graduated from Ohio University with honors, majoring in both finance and accounting. Keith supports advisors in developing financial plans, preparing client reports, and conducting research.

Keith attained the CERTIFIED FINANCIAL PLANNER™ practitioner accreditation in 2017.

Connie T. Bieder

Client Service Specialist

Connie joined the HW Financial Advisors team in January 2011. She came to us with more than 11 years of experience working in the financial services industry. Connie earned her BA in psychology with a minor in management from Notre Dame College. She is also a Notary Public. Connie's role within the firm is to assist our clients, advisors, and compliance manager. She excels at organizing a multitude of daily tasks and ensures efficient and accurate account administration on behalf of our clients. Her responsibilities include assisting clients with administrative and marketing needs and helping to grow the firm by organizing and planning client events.

Connie is a people-oriented person who strives to provide attention to detail and exceptional service. Her genuine concern for each and every client shines through her strong client relationships. She is dedicated to helping clients reach their financial goals through operational excellence. Connie truly enjoys seeing HWFA’s clients succeed.

Sandra A. Vinas

Client Service Specialist

Sandy joined HW Financial Advisors in September 2017. For several years, she worked with our affiliate company, HW&Co., where she was responsible for working with executives and high-profile clients. She earned her bachelor's degree in business administration with a major in economics from Cleveland State University. She is also a Notary Public.

Sandy is detail-oriented and excels at organizing a multitude of daily tasks, working both efficiently and accurately. She has strong interpersonal skills and is dedicated to providing the highest level of personal customer service to all our clients.

Sandy's goal is to make sure our clients feel confident and secure in knowing she will be here to assist them with their daily administrative needs.

Sandy also focuses on the daily operations of our office to ensure compliance with all rules and regulations of our broker/dealer, Commonwealth Financial Network®; the SEC; and the state of Ohio.