Our Team

FINANCIAL ADVISORY SERVICES FOR THE NORTH OLMSTED AREA

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity. Using customized plans that are created through a true partnership, we help empower our clients to weather the inevitable challenges that our complex financial world presents.

John V Moody
President

Professionally, I am passionate about helping individuals, families and businesses with retirement and wealth planning, providing personalized strategies to secure their financial future and achieve long-term goals.  I am also a real estate agent.  Additionally, with a strong commitment to community service and financial empowerment, I am an active member of CERT (Community Emergency Response Team), where I contribute to local emergency preparedness and resilience.

Personally, North Olmsted isn’t just where I live and work—it’s home in every sense of the word. For over 25 years, I’ve shared life’s journey with my wonderful wife, and together we’re proud parents of an amazing son. Our roots run deep in this community, and I’m grateful for the chance to give back through active involvement at St. Brendan Church. Whether I’m participating in church activities or connecting with neighbors, I find joy in building lasting relationships and making a positive impact right here where my story began.

Through our affiliation with Gradient Advisors, LLC, we have added Gradient Investments, LLC, as a strategic partner to help elevate your investment management and financial planning experience. Gradient Investments, LLC, is a privately owned, SEC-registered investment advisor. Gradient Investments, LLC supports financial advisors nationwide, delivering professional money management services, investment research and strategy, and portfolio support based on your unique objectives. Through this strategic partnership, we’re able to offer you innovative strategies and personalized retirement planning services. Please be advised that Gradient Investments, LLC, JVM Financial, and Gradient Advisors, LLC, operate independently.

This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by an investment advisor representative of Gradient Advisors, LLC (GA). This investment advisor representative refers clients to GI for portfolio management services. GI does not pay separate compensation to GA in relation to its endorsement or any promotional services. However, GA receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. GA also shares in the revenue of GI via quarterly payments based on the amount of total assets GA places with GI. This endorsement incentivizes GA in increasing the assets placed with GI, and therefore the compensation received by GA. GA’s investment advisor representatives are not affiliated with or supervised by GI. An additional conflict of interest exists because GA and GI are under common ownership. While these conflicts of interest exist, investment advisor representatives of GA are subject to fiduciary duty and must act in the best interests of their clients. These investment advisor representatives and their clients are not required to use GI, and may select other investment managers.

Our Strategic Partners

Gradient Investments, LLC

MICHAEL BINGER, CFA®

President of Gradient Investments,
LLC

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.

Keith Gangl, CFA®

Senior Portfolio Manager of Gradient Investments, LLC

Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.

Tyler Ellegard, CFA®

Senior Portfolio Manager of Gradient Investments, LLC

Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.