In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

Bradley A Handel

Bradley A Handel

BFA, CMFC®, CAS©

Private Wealth Advisor

Certified Annuity Specialist®
Learn more about Bradley A Handel Visit Bradley A Handel's website
Mark Handel

Mark Handel

CAS©, BFA

Financial Advisor

Learn more about Mark Handel Visit Mark Handel's website

Our team

Katherine Quattro

Katherine Quattro

Operations Manager

Personal Intro

Katherine is a Youngstown native and graduated from Cardinal Mooney High School in 1995. She enjoys spending time with her husband and two sons and is looking adopt a puppy in the near future. She spends most of her time at her son’s sporting events rooting for the Boardman Spartans but enjoys reading in her free time.

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Robert Notary

Robert Notary

Paraplanner

Personal Intro

Robert had his own practice with Ameriprise for many years and still serves as a para-planner under Brad Handel. He graduated from Struthers High School in 1969and later attended Youngstown State University. He has been married to his wife Pamela for over 40 years and together they enjoy spending time with their cat, Good Girl. In his free time, he enjoys the gym, biking, hiking and travel.

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Erin Keich

Erin Keich

Client Service Coordinator

Personal Intro

Erin graduated from Jackson-Milton High School in 2015 and attended Westminster College where she majored in International Business and graduated in 2019. She spent a short time in Pittsburgh working at BNY Mellon before joining the Ameriprise team. In her free time, she loves everything outdoors and spends her time hiking, running, kayaking, and exploring new places all over the world.

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Tom Nelson

Paraplanner

Personal Intro

Tom had been a financial advisor with Ameriprise for many years. He recently retired in April 2020 and is enjoying his retirement on the shores of Lake Erie with his wife Kathie. Despite his retirement, he is always available for a consult and to help out with new and former clients.

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