Our Team

Jeff Meissner | CEO, CFP®

Jeff Meissner began helping clients with their financial futures in 1985 with IDS/American Express financial advisors. After 2 1/2 years, both Jeff and many of his clients realized it would be advantageous to have access to a wider range of investment alternatives than IDS could offer. He became an independent financial advisor in 1988 and increased the number of investments available to his clients from 26 to more than 10,000. The expansion of available products also extended to annuities, long-term care and life insurance. This initiative led Jeff to form Balanced Asset Management.

With key product offerings in place, Balanced Asset Management was on par with some of the largest financial companies in the country. To surpass them, Jeff knew service would be the key to distinguishing his company from the rest. To this day, every client is offered in-office quarterly reviews to help ensure they are on track to reaching their goals.

Jeff enjoys watching his clients’ financial successes – from sending their children to college to fulfilling the dreams they planned for in retirement. He now helps map out the financial futures for many of his early clients children.

Jeff became a Certified Financial Planner™ practitioner in 1993 and has upheld it’s high standards ever since.

Email Jeff: jeff@balancedassetmanagement.com

Kevin Doss | President

Kevin Doss began his career as a financial advisor in 1993. He joined Balanced Asset Management as President in 2006 from Smith Barney in Westlake, OH where he was a First Vice-President and the Branch Manager. After nearly 14 years of working at some of the largest “Wall Street” firms, Kevin was drawn to the independent advisor approach and the freedom it offers in providing clients with objective financial solutions. As President of Balanced Asset Management, Kevin enjoys planning for the future of his clients as well as the future of the firm. Having hired, trained and managed over a hundred financial advisors in his career, he thrives in all aspects of managing the firm.

Kevin earned a bachelors degree in business from Taylor University. He has attended numerous professional and educational programs during his career, including an executive program at the Wharton School of Business. He serves as a Trustee on the Board of Ashland University as well as a Trustee on the Board of Westside Christian Academy. Kevin lives in Avon, OH with his wife, Tanya, and their sons, Caden and Luke. Kevin and Tanya are active in their church and enjoy many family activities with their two energetic young boys.

Email Kevin: kevin@balancedassetmanagement.com

Gary E. Sprecher | Vice President

Gary takes pride in developing personal and professional relationships with each of his clients by offering a personalized approach to investing. Since 1998, he has gained the knowledge and experience necessary to educate clients about their investment portfolios. His main area of focus is to help his clients create an investment plan that coincides with their risk tolerance and aids them in achieving their financial and retirement goals. Prior to joining Balanced Asset Management, Gary had many successful years at H & R Block Financial Advisors.

Gary holds licenses for FINRA Series 6,63,7,65, Life, Health and Annuities. He graduated from Myers University with a degree in Business Administration. An Ohio native, Gary graduated from St. Edward High School in 1979. He has been residing in Avon for the past 18 years. He and his wife Amy, have two children, Bradley and Sarah. In his spare time, Gary enjoys taking family vacations and watching his kids play sports.

Email Gary: gary@balancedassetmanagement.com

Jim Day | Vice President, CFP®

Jim began his career in the financial services industry in 1983. His background also includes ten years experience in the manufacturing and engineering industries, and ten years in full time Christian ministry. He holds a Bachelor’s Degree in Business from Wayne State University, Detroit, MI, a Master’s of Divinity Degree from Louisville Presbyterian Theological Seminary in Louisville, KY, and the CFP® Certification from the Certified Financial Planner Board of Standards. Jim is registered with Cambridge Investment Research Advisors as an Investment Advisor Representative and is active in the Financial Planning Association.

In working with people on a long-term relationship basis, Jim is committed to a confidential and client oriented relationship. Through his commitment to a rigorous continuing education program, he continues to expand his skills and maintain his certification. The professionalism provides his clients with solid personal service and a support system that helps each client make informed decisions as they define their lifestyle objectives.

Email Jim: jimday@balancedassetmanagement.com

Richard Potts | Vice President, CFP®

Rick began his career in the financial services industry at Edward Jones in 1995. Prior to joining Balanced Asset Management, Rick worked for Ameriprise Financial. Rick works with individual clients to develop financial planning and investment strategies.

Along with Rick’s CFP®, Certified Financial Planning designation, he also holds securities registrations Series 7 and Series 63 and is licensed for life, variable life, health, disability and long-term care insurance in the state of Ohio.

In working with people on a long-term relationship basis, Rick is committed to a confidential and client oriented relationship. Through his commitment to a rigorous continuing education program, he continues to expand his skills and maintain his certification.

Rick and his wife, Sherry, reside in Avon Lake. In his free time Rick likes to travel and play golf.

Email Rick: rick@balancedassetmanagement.com.

Tina Manion | Affiliated Advisor

Tina is Founder and President of Retirement Planning Specialists in Cincinnati, Ohio www.tinamanion-rps.com

Tina has successfully assisted individuals and couples in the financial industry since 1979. She is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. and a Registered Representative with Cambridge Investment Research, Inc. Tina is securities registered in several states and insurance licensed in life, variable life, health, disability and long-term care insurance.

Credentials & Certifications

Founder and President of Retirement Planning Specialists
Financial Services Industry since 1979
Author of Getting Ready for Retirement
Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.
Registered Representative to offer mutual funds, variable life, variable annuities and limited partnership products.
Insurance licensed in life, health and long term care insurance
College of Financial Planning, Denver, Colorado (I-IV) toward designation of Certified Financial Planner(tm) 
Studied at John Hancock Institute in Boston, MA
Past member of International Association for Financial Planning
Past Financial Journalist for The Christian Citizen Newspaper
Served on the budget committee of Montgomery Community Church and College Hill Presbyterian Church
University of Cincinnati (B.A. and A.S. degrees)

Jim Leone | Affiliated Advisor

Jim is the Founder and President of Agape Insurance and Financial Services in Sheffield Village, Ohio. Jim has been serving individuals and families since 1981. He is a life long resident of Northeast Ohio and has lived in Avon, OH for over 26 years. Jim graduated from Cleveland State University with a bachelors degree in management. His career includes management roles at Prudential Financial, but now Jim is focusing 100% of his time on providing guidance to those seeking wise counsel. He and his wife, Doris, have three grown children. Jim serves on the board of the Mercy Hospital Foundation and the Palace Theatre. Jim is an active member of Providence Church in Avon, OH.

Email Jim: jim@agapefin.com

Amy Tanski | Senior Planning Assistant

Amy began her financial career in banking at Northern Savings. After spending several years in banking, she entered the investment world as an administrator with an investment firm in Fairview Park.  While there she earned her Series 7 - General Securities Representative license.  Amy joined our firm in 2006 and in 2009 she earned her Series 24 - General Securities Principal license.  She is responsible for overseeing the administrative and operational functions for our growing team of financial professionals.

Email Amy: amy@balancedassetmanagement.com

Kim Spisak | Planning Assistant

Kim joined Balanced Asset Management in 2017. 

Lisa Reading | Administrative Assistant

Lisa is a Cleveland native and has been working in an administrative capacity since 2002.  Her background includes legal and light manufacturing office settings.  Lisa has been an Administrative Assistant with Balanced Asset Management since 2012.  Lisa also coordinates Client & Guest Night and the Golf Outing.