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Ally Werden, CFP®

Wealth Advisor, Director

Cleveland, OH

Ally is a Wealth Advisor in MAI’s Cleveland office. She joined the firm in 2021 following MAI’s acquisition of the wealth management business of Ownership Advisors, Inc., where she had been since 2017.

Ally guides clients through the onboarding process and then works closely with them to develop, implement, and monitor their goals-based financial plans. Prior to her time at Ownership Advisors, she worked for Charles Schwab Retirement Plan Services and spent three years at First Merit Investment Services, now Huntington Bank.

Ally earned her BA in Psychology with a minor in Financial Planning from the University of Akron and is a CERTIFIED FINANCIAL PLANNER™ professional.