Sean Kriak, CFP®, MBA

Designations

• CERTIFIED FINANCIAL PLANNER™ professional
• Certified in Applied Behavioral Finance from IMCA

Work Experience

• Works with private clients including families, entrepreneurs, medical professionals, and business executives
• Leverages his experience and the resources of MAI to help clients achieve their goals and live their best lives
• Was a Vice President of Investments at UBS where he spent eight years before serving as a Managing Director at McDonald Partners where he ran his own practice group, Pareto Wealth Management

Life Outside of MAI 

• Former youth sports volunteer coach including Ohio Hot Stove Baseball, CYO Basketball, AAU Basketball, and Medina High School Debate Team judge
• Former or current board member and volunteer for organizations including Habitat for Humanity, Solutions Behavioral Health and the Jack Mulhull Center
• Married with three children and lives in Medina, OH
• Enjoys spending time with family, motorcycles, human potential and helping others

Education

• Baldwin Wallace University, MBA from their International Program
• Walsh University, BA in Business Management