Jim Kotagides Co-Founder and President MBA, BS, MRFC Investment Advisor Representative
Co-founder of TTG Financial, Inc. Jim has a B.S. in Economics from the Ohio State University, an MBA from the University of Michigan and has merited the designation of Registered Financial Consultant. He has studied and analyzed the Stock Market and the Economy since the mid-seventies, during which time he formulated several of the statistical relationships which aid in the day to day management of clients’ accounts.
“The study of the Economy is both my passion and my avocation. It is a never ending learning process.”
Jim developed the methodology of investing known as Enhanced Portfolio Analysis, a proactive portfolio management process by which fundamental and technical analytic techniques are combined in a uniquely comparative model, balancing risk and return, with the ultimate goal of optimizing portfolio returns for each individual client. The process is statistical and sometimes quite complex, but the outcome is a clearer understanding of the relationship between risk and return.
“By combining disciplines we can present a clearer and consistently more relevant allocation for each and every client.”
Jim Evans Co-Founder and Vice President CFP, QKA, QKP Investment Advisor Representative
Jim Evans has been in the financial services business for 35 years. He began his career with Northwestern Mutual/Robert W. Baird in 1985 where he served as life agent and stock broker. From December 1989 to September 2006 he was a stock broker and branch manager for Park Avenue Securities in Canton, Ohio. His responsibilities included compliance, asset allocation strategy, marketing and accounting. Simultaneously from December 1989 to September 2004 he founded and was president of Western Reserve Pension Services, Inc. His duties included managing pension assets, discrimination testing, feasibility studies and general operations. He sold Western Reserve in September 2004, but continued his duties for Park Avenue Securities. In October 2006, he co-founded TTG Financial. He has served as a principal for TTG Financial from October 2006 to the present. His broad responsibilities including compliance, accounting, trading and asset allocation modeling. He has three Professional Designations; Qualified Pension Administrator in May 1992 and Qualified 401(k) Administrator in July 2002 issued by the American Society of Pension Professionals and Actuaries and the Certified Financial Planner designation issued by the Board of Certified Financial Planners in October 2005. Jim and his wife of 38 years Jill live in Northeast Ohio. They have two children and two grandchildren.
“Few investors, or advisors for that matter, understand the risk inherent in their investments. Our approach quantifies risk and relates it to returns in a way that is both clear and actionable.”
Brandon DeCastro BS, RFC Investment Advisor Representative
A graduate of University of Akron, Brandon has over 18 years of banking experience with over 10 years concentrated on financial planning. He is responsible for all phases of financial services for both individuals and businesses. Brandon is an active member of the International Association of Registered Financial Consultants (IARFC) and holds the Registered Financial Consultant (RFC) designation. The IARFC has qualified him as Ethics Approved. Ethics Approved status means adherence to the IARFC Code of Ethics with a clear record for the past five years, verified by FINRA and state licensing.
He is a Registered Investment Advisors, which means that unlike a stock broker, insurance salesman or hedge fund manager, we are registered under the Investment Advisors Act of 1940, and subject to the review and reporting requirements of the SEC and state securities regulators. This adds a layer of accountability not otherwise required by the other groups mentioned. Brandon is licensed by the Ohio Department of Insurance to advise on annuities, as well as life, health, disability and long-term care insurance.
“My focus is providing the best risk adjusted return for my clients. This is achieved by having an advisor who is a Fiduciary.”
Nina Shreve Office Manager
Nina joined team TTG as an administrative assistant, but her customer service and organizational skills quickly led her to grow into the position of Office Manager. Whether you are calling on TTG in person or on the phone, it is her mission to make you feel welcomed and cared for.
In her 13th year with TTG, Nina brings a wealth of administrative experience to the firm while working closely with our financial advisors to facilitate the opening of new accounts and process withdrawals and/or additions. She excels in handling all customer service requests, as her boundless attention to detail is regularly noticed and appreciated by our clients.
When not in the office, Nina likes to spend time with her husband and five sons.
Kim Boyd Administration
Kim has been with TTG Financial Inc. for 12 years. She handles many of our day to day tasks including answering phones, preparing new account paperwork, assisting in marketing campaigns and general client account servicing. She is cooperative, helpful, always pleasant and here to assist our clients any way that she can.
Kim lives in North Canton with her husband Mike. They enjoy traveling to visit their daughter in Denver and many other activities in and around the North Canton area.