{"id":31,"date":"2018-02-12T14:12:19","date_gmt":"2018-02-12T19:12:19","guid":{"rendered":"http:\/\/gpswp.com\/brooksidetax-2\/?page_id=31"},"modified":"2024-07-03T07:14:02","modified_gmt":"2024-07-03T12:14:02","slug":"our-team","status":"publish","type":"page","link":"https:\/\/gpswp.com\/brooksidetax\/our-team\/","title":{"rendered":"Our Team"},"content":{"rendered":"
Christopher A. Anselmo<\/b> Read More<\/a><\/p>\n\n\n\n True to our Mission Statement, Chris Anselmo has dedicated years of study and practice in the areas of accounting, tax, finance and law.<\/p>\n 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\u2019s 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.<\/p>\n 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.<\/p>\n Chris Anselmo has led presentations on various topics, including: Financial & Estate Planning, Living Trusts, Asset Protection, Charitable Trusts, S Corporations, Deferred Like-Kind Exchanges, Limited Liability Companies, Family Limited Partnerships, and IRS Collection Practices.<\/p>\n 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.<\/p>\n 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.<\/p>\n Chris and Connie have two children, Nicole and Gino. Chris enjoys spending time with their children and is an avid golfer.<\/p>\n<\/div>\n<\/div>\n\n\n\n Jennifer Corrigan<\/b> Read More<\/a><\/p>\n\n\n\n Jennifer has been with Brookside for over a decade. She obtained her Bachelor of Science in Business Administration from Baldwin Wallace University where she majored in accounting and human resource management. She then attended Ohio Dominican University where she obtained her Master\u2019s in Business Administration. Jennifer also has her health and life insurance license.<\/p>\n Jennifer works with Chris Anselmo to assess the needs of the organization, make decisions for operational activities, and set strategic goals for the firm. She also works closely with our clients to assist with their financial, tax, and estate planning needs.<\/p>\n Jennifer lives in Strongsville and enjoys traveling, trying new restaurants around Cleveland, and spending time with her fiance and son.<\/p>\n<\/div>\n<\/div>\n\n\n\n Jeffrey P. Corrigan<\/b> Read More<\/a><\/p>\n\n\n\n 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.<\/p>\n Jeff has over 20 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.<\/p>\n 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.<\/p>\n<\/div>\n<\/div>\n\n\n\n Tony Marlette Jr.<\/b> Read More<\/a><\/p>\n<\/div><\/div>\n\n\n\n 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 is an Accredited Asset Management Specialist and has been an Advisor since 2014.<\/p>\n Tony works with clients to help maximize their investments, protect assets, and plan for retirement. He specializes in helping you to create streams of income and protect your portfolio from stock market declines. Tony’s overall goal is to give you peace of mind, and help you secure your retirement in the safest, most tax-efficient way.<\/p>\n 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 Brunwsick with his wife, Megan (a high school teacher), their son Samuel and their Cavapoo puppy named Gabi. Outside of the office, Tony enjoys spending time with his family at the lake, reading, exercising, and attempting to golf.<\/p>\n<\/div>\n<\/div>\n\n\n\n Cheryl Smith<\/b> Read More<\/a><\/p>\n\n\n\n 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.<\/p>\n 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).<\/p>\n She is an avid sports fan, especially the Fighting Irish and the Buckeyes!<\/p>\n<\/div>\n<\/div>\n\n\n\n Regina Cutter<\/b> Read More<\/a><\/p>\n\n\n\n
President, BSBA, CPA\/PFS, MBA, JD, LLM<\/em><\/p>\n\n\n\n
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Director of Operations, BSBA, MBA<\/em><\/p>\n\n\n\n
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Tax and Insurance Advisor<\/em><\/p>\n\n\n\n
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Investment Advisor, A.A.M.S.<\/em><\/p>\n\n\n\n
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Office Manager, BSBA, CPA<\/em><\/p>\n\n\n\n
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Administrative Coordinator<\/em><\/p>\n\n\n\n
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