Cedar Brook is now a part of SEIA

As of June 14, 2024

If you are a Cedar Brook client,
you can now reach your advisor team at:

Jonathan Arntz

Financial Advisor

(248) 653-6281

Email Jonathan

Rebecca Bar-Shain

Senior Financial Advisor

(440) 683-9258

Email Rebecca

Michael DeJohn

Financial Advisor

(440) 683-9225

Email Michael

Edward DeTomaso

Senior Financial Advisor

(440) 683-9255

Email Edward

William D Glubiak

Director

(440) 683-9203

Email William

Frank Legan

Partner

(440) 683-9213

Email Frank

Adam Meidenbauer

Financial Advisor

(440) 683-9076

Email Adam

Mark Munday

Partner

(440) 683-9206

Email Mark

Azim Nakhooda

Senior Partner

(440) 683-9216

Email Azim

Daniel Nigito

Senior Financial Advisor

(610) 997-8780

Email Daniel

Adam Philipp

Financial Advisor

(440) 683-9134

Email Adam

David Robertson

Partner

(440) 683-9226

Email David

Christine Sivak

Financial Advisor

(440) 683-9218

Email Christine

Howard Slater

Partner

(440) 683-9207

Email Howard

Main Office Phone Lines

Cleveland, OH

(440) 683-9200

Harper Woods, MI

(248) 598-7331

Bethlehem, PA

(610) 997-8780

You will have continued access to
Charles Schwab Client Center

As a result of our new partnership,
Cedar Brook clients will now have access to:

A customized client experience
through holistic wealth
management

A customized client experience through holistic wealth management

Learn More

Advanced trust and
estate planning

Advanced trust and estate planning

Learn More

A broader and deeper investment
and wealth management toolkit

A broader and deeper investment and wealth management toolkit

Learn More

“This dynamic partnership embodies our core values and aligns with our strategic vision of holistic wealth management services nationwide on behalf of our clients and their legacies.”

Brian Holmes, SEIA’s CEO


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