Dorman Legacy Advisors

Mark Dorman, David Kucharski
and Aaron Harrison

60 Public Square, Suite 100

Medina, OH 44256

330.350.5410

www.dormanlegacyadvisors.com

OHIO ADVISORS

Mark Dorman, CLU, ChFC, CFBS, Founder, President

 

Mark’s passion for providing business owners with peace of mind through comprehensive planning conversations that address the unique emotional, mental and financial considerations involved in running a business is the foundation upon which the Legacy Advisors planning process is built.

 

As the president of Dorman Legacy Advisors, LLC and Founder of the Midwest Family Business Center, Mark is an industry leader who is recognized for helping his clients achieve their goals for the single most critically important financial event of their lives—the eventual transfer of their business.  He has more than 28 years of experience working with business owners, corporate executives, and retirees.

 

Mark also founded Dorman Farrell, LLC in 1999.  The financial services and employee benefits company quickly grew into one of the most respected firms in the industry in the state of Ohio. The firm received numerous awards, including Case Western Reserve University’s Weatherhead 100 Ranking for business growth in 2009 and 2010, as well as receiving Medical Mutual’s Pillar Award for community service.

 

As a dedicated community volunteer, Mark has spent the last 20 years serving his community in various leadership positions, including the American Red Cross of Medina County, Cathy’s House, the Medina County Economic Development Corporation and Leadership Medina County.

 

In 2006, Mark was recognized as the Medina County Corporate Citizen of the Year. He is a graduate of Cleveland State University, and resides in Medina, Ohio with his wife Tanya and their four children.  He enjoys a good round of golf and cycling.

Mark holds the Chartered Life Underwriter, a Chartered Financial Consultant and a Certified Family Business Specialist designations.

 

 

Aaron Harrison, JD, CExP

 

Aaron Harrison brings more than 10 years of experience advising small businesses and their owners on wealth and succession planning issues, including the creation and implementation of effective business succession and estate plans.

 

After spending eight years practicing law in Medina, Ohio, advising sophisticated clients on matters including corporate counseling and capital structure, succession planning and estates and trusts, Aaron transitioned to the financial services industry working directly with the higher net worth clients of a super-regional bank. He joined Dorman Legacy Advisors in April 2015.

 

In addition to his experience counseling clients regarding wealth and succession matters, Aaron brings a track record of providing superior customer service. He prides himself on anticipating client needs and exceeding expectations.

 

Aaron is a past president of the Medina County Bar Association, where he served as a member of the executive committee for five years and is also past president of the Medina County Estate Planning Council. He remains a member of both organizations, as well as a member of the Medina County Law Library and the Ohio State Bar Association.

 

Together with his family, Aaron is an active supporter of various non-profit organizations including Medina County 4-H and other local youth enrichment programs and a member of the Ohio Farm Bureau Federation.

 

Aaron was raised on a farm in northwest Ohio. He received his B.A from Ohio Northern University and his J.D. from Case Western Reserve University. He currently resides in Medina with his wife Kelly, and their two children, Lincoln and Lucille.

 

 

David Kucharski, ChFC, CFBS, Director, Individual Planning

 

David Kucharski received a degree in finance from John Carroll University in 1998. David has 20 years experience working with business owners and sophisticated higher net worth clients on their planning needs and his service model is based on the personal connection he is able to make with clients of various background. David is a founding member of Legacy Physician Advisors through which he offers assistance to individuals and business owners in the medical industry.

 

David is a Certified Family Business Specialist and he is a past Vice President of the Society for Financial Service Professionals in Cleveland.  He currently sits on the Professional Advisory Council of the Akron Community Foundation and serves on the board of the Medina County Estate Planning Council, as well as a member of the Magis Alumni Group from John Carroll. He resides in Broadview Heights, Ohio with his wife and their three children.