*Content provided by Gradient Investments, LLC, an SEC registered investment advisor. The portfolios are managed by their President, Michael Binger, CFA
About Our Firm
Our Company
Our business is our clients’ financial well-being. We will be the one-stop advisor that our clients turn to for their tax, investment, insurance, retirement & estate planning needs. Our mission is to make a difference in our clients’ lives.
Planning for retirement can be a lot like solving a jigsaw puzzle. Brookside is here to help put your pieces together. We begin by working with our clients to identify their short and long-term goals. We then use these goals as our primary focus to provide our clients with innovative strategies and solutions that result in security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Brookside.
There are many pieces to your financial puzzle. Let us help you put your pieces together.
Our Team
Christopher A. Anselmo
President, BSBA, CPA/PFS, MBA, JD, LLM
True to our Mission Statement, Chris Anselmo has dedicated years of study and practice in the areas of accounting, tax, finance and law.
Chris Anselmo, our President, is both an attorney and CPA. In 1984, he received his Bachelor of Science in Business Administration (B.S.B.A.) from John Carroll University, where he majored in accounting. In 1989, he received both his Master’s in Business Administration (M.B.A.) and his Juris Doctor (J.D.) degrees from Cleveland State University, where he concentrated in taxation, finance and business law. In 1990, Chris Anselmo received his Masters of Law (LL.M.) in Real Property, Land Development, and Finance Law from the University of Miami, where he ranked 1st in his class.
Chris Anselmo is also a Personal Financial Specialist (PFS). The PFS credential demonstrates that an individual has met the education, experience and testing required of a CPA in addition to a level of expertise in personal financial planning.
In order to fulfill our Mission Statement, Chris has obtained the necessary licenses/ registrations to work with Stocks, Bonds, Mutual Funds, Annuities and Health, Disability, and Life and Long-Term Care Insurances for our clients.
Chris has also been honored for various accomplishments. In 2021, he was selected as a Crain’s Cleveland 2021 Notable Wealth Manager Honoree. He was again honored by Crain’s Cleveland in 2022 as a Notables in Finance Honoree, and was featured in Fortune Magazine.
Chris and Connie have two children, Nicole and Gino, and a granddaughter, Penelope. Chris enjoys traveling with his family, playing softball, and is an avid golfer.
Jennifer Corrigan
Director of Operations, BSBA, MBA
Jennifer has been with Brookside for over a decade. She earned her Bachelor of Science in Business Administration from Baldwin Wallace University, where she majored in accounting and human resource management. She later completed her Master of Business Administration at Ohio Dominican University and also holds her health and life insurance license.
Jennifer works alongside Chris Anselmo to assess organizational needs, guide operational decisions, and set strategic goals for the firm. She also collaborates closely with clients to support their financial, tax, and estate planning objectives.
Jennifer lives in Columbia Station with her husband Scott and their two sons, Hayden and Dominic. Outside of work, she enjoys traveling, exploring new restaurants around Cleveland, and spending quality time with her family.
Jeffrey P. Corrigan
Tax and Insurance Advisor
Jeff excels in consulting our clients in the areas of taxation and income and retirement planning. He worked closely with George Heidenreich, our founder, and Chris Anselmo in growing and developing Brookside Tax & Financial Group, LLC into the firm we are today. His mission is to help clients achieve their financial goals by providing solutions to help protect their financial future while providing peace of mind as they approach retirement.
Jeff has over 25 years of experience in taxation and has earned the proper licenses to be able to offer strategies to further the financial success of our clients.
Jeff and his wife, Kathy, live in Columbia Station. They have four children. Jeff enjoys spending time with his family, traveling and loves to cook.
Tony Marlette Jr.
Investment Advisor, A.A.M.S.
Tony has worked in a variety of roles within the Financial Services industry since 2005, including client services, sales support, trading, and business development. He earned the Accredited Asset Management Specialist designation through the College for Financial Planning, and has been an advisor since 2014.
Tony works with clients to help maximize their savings, protect and grow assets, and plan for retirement. He specializes in helping you to create streams of income and protect your portfolio from stock market declines. His overall goal is to give you peace of mind and help you achieve your financial goals, in the most tax-efficient way.
Aside from two years spent on the East Coast, Tony is a born-and-raised Cleveland native and has been here his entire life. He currently lives in Brunswick with his wife, Megan, their children Samuel and Sophia, and Cavapoo, Gabi. Outside of the office, Tony enjoys spending time with his family, exercising, and being outside or at the lake.
Cheryl Smith
Office Manager, BSBA, CPA
Cheryl joined the firm in 2003. She earned her BSBA in accounting from John Carroll University and completed the Certified Public Accountant exam shortly after graduation. Her initial work was with TRW in their International Tax Department. She has over 30 years of individual tax preparation experience.
Cheryl and her husband, Jim, live in Strongsville and have raised four children. She is an adoption advocate and volunteers weekly at Providence House (a crisis nursery for children).
She is an avid sports fan, especially the Fighting Irish and the Buckeyes!
Morgan Fuchs
Financial Services Manager
Morgan joined the Brookside team in 2022. In her role as Financial Services Manager, she works closely with our advisors and clients providing administrative support throughout the process. Morgan also prepares individual income tax returns. She earned a B.A. in International Relations (2017) and a B.B.A. in Accounting (2023) from Walsh University, and obtained her Ohio Insurance License in 2024. Morgan lives in Brunswick with her husband, Ben, their son, and two rescue dogs. Outside of work, Morgan enjoys DIY home improvement projects, reading, and spending time outdoors.
Zachary Padden, BSBA, JD
Attorney
Zach Padden is an Estate Planning Attorney at Anselmo & Company, having joined the firm in 2024. He brings a broad and well-rounded legal background with a focus on estate planning, probate, business law, elder law, asset protection, and real estate. He also helps Brookside Tax & Financial as a tax preparer.
Zach earned both his Bachelor of Business Administration in Accounting and his Juris Doctor (J.D.) from Ohio Northern University, where he developed a strong foundation in both finance and the law. Prior to joining Anselmo & Company, Zach worked extensively in estate planning and probate, where he gained a reputation for his client-centered approach and clear communication style. He understands that effective planning goes beyond legal documents—it starts with listening. Zach takes the time to understand each client’s unique goals and concerns, often helping them anticipate and avoid potential issues before they arise.
Known for his commitment to community and service, Zach serves on several local boards and is passionate about making a positive impact both inside and outside the office.
Outside of his practice, Zach enjoys traveling, golfing, and spending time with his wife, Erika, and their son, Jack, as well as their friends and family.
To schedule a personalized Strategy Session with Zach, call Anselmo & Company at (216) 485-1040.
Alexis Zaryk
Marketing Coordinator
Alexis Zaryk is a creative marketing professional and multidisciplinary designer with a Bachelor of Fine Arts from Bowling Green State University. As the Marketing Coordinator at Brookside Tax & Financial Group, she oversees branding initiatives, develops and executes strategic marketing plans, and leads efforts to enhance client engagement across all channels. Outside the office, Alexis enjoys spending time with family and friends, reading, bird watching, and taking walks with her dog, Alo.
Maddison Prahl
Client Service Specialist
Maddison joined Brookside Tax & Financial Group in June 2025. As a Client Service Specialist, she provides hands-on support to both clients and advisors, helping with care and precision. Maddison holds an associate degree in criminology and brings a detail-oriented, client-first approach to every interaction.
She lives in Parma and shares her home with a lively crew of reptiles and furry friends — her own personal petting zoo. Outside of work, Maddison enjoys spending time with family and friends, diving into craft projects, and tackling creative DIYs.
Regina Cutter
Administrative Coordinator
Regina is an Administrative Coordinator with over a decade of experience working alongside the executive team of Brookside Tax & Financial Group. While she enjoys the variety of work that comes from working in a tax and financial office, she finds the interaction with our clients is not only the most important part of her job, but also her favorite. Regina is a powerful force in the workplace and uses her positive attitude and tireless energy to be the face and voice of the organization. Regina is inspired daily by her husband, Steve, and their two grown sons, Nicholas, and Dylan. In her free time, Regina enjoys spending time with her family, including their newest addition, Luna, a terrier/shepherd mix.
Jeanne Heidenreich
E-filing Coordinator
Jeanne is the widow of our late founder, George Heidenreich. Jeanne has served as the executive assistant for the last several years. She has been with the company for over 20 years. Her role in the company has been vast. She is a licensed insurance agent and a tax preparer. Jeanne acts as a client liaison.
Jeanne has six grown children and eight grandchildren. Her hobbies include reading, writing and exercising.
Strategic Alliances
Brookside Financial Advisors, LLC offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their President, Michael Binger, CFA®, their Senior Portfolio Manager Keith Gangl, CFA®, and their Portfolio Manager Kyle Bergacker, CFA®.
Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.
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 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder 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 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor’s Business Daily, Nasdaq, Reuters, and Bloomberg.
Kyle Bergacker, CFA®
Portfolio Manager of
Gradient Investments, LLC
Kyle Bergacker joined Gradient Investments in 2025 and has more than 15 years of financial services experience. He began his career as a financial advisor for Thrivent Financial. His background also includes roles in investment research and portfolio management of multi-billion-dollar portfolios with large institutional asset management firms. Kyle earned a degree in applied economics from the University of Minnesota. He’s also a CFA® charter holder, has been awarded the CFA Institute’s Sustainable Investing Certificate, and holds his Series 7 and 66.
Anselmo & Company
The One-Stop Approach
To serve you the best we know how, we have created four companies: First, Brookside Tax Advisors, LLC offers tax advice and tax return preparation services. Second, Brookside Insurance Advisors, LLC offers insurance services; including, long-term-care, life insurance, Medicare supplements, and annuities. Third, Brookside Financial Advisors, LLC is a registered investment advisor that supervises wealth management for clients. Lastly, Anselmo & Company, LLC is the law firm that concentrates in taxation, wills and trusts, probate and trust administration, and elder law planning.
For more information visit
www.AnselmoLaw.com or follow them on facebook at
www.Facebook.com/AnselmoLaw.
