Our Team

Wealth Advisor

440-709-3315
Jonathan.Kesselman@lpl.com

Jonathan is the lead relationship manager and CERTIFIED FINANCIAL PLANNER™ for Kesselman Wealth Management.

Jonathan spent almost ten years at UBS Financial Services before launching his own practice. He advises his clients on retirement planning, investment management, debt reduction strategies, and risk mitigation. He works closely with his clients’ attorneys and accountants to implement proactive tax and estate planning strategies.

Jonathan is a graduate of The Mitchell Hamline School of Law and the Boston University Questrom School of Business.

He lives in Bay Village, OH with his wife Rosie and five children. Jonathan serves on the board of the Cleveland Zoological Society (Cleveland Metroparks Zoo) and is a member of the Estate Planning Council of Cleveland.

Administrative Assistant

833-738-0583
Admin.Kesselman@lpl.com

Amanda is the lead admin for Kesselman Wealth Management and handles operational and administrative items for the team.

She has worked in the financial services industry for 10 years in administrative/client service roles at companies including Raymond James, Hancock Whitney Bank and Capital City Bank. She joined LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program.

Amanda received an Associate degree in Business Management from University of Phoenix.

Amanda enjoys relaxing and spending time with her family. Her hobbies include kayaking, traveling, and trying new things.

Amanda is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline advisors' practices. She partners with advisors to provide support on administrative tasks and client management functions.

Marketing Director

440-773-7883
Rosie.Kesselman@lpl.com

Rosie oversees marketing and business development strategy for Kesselman Wealth Management.

She leverages her background in communications, having worked with several political campaigns and non-profits.

Rosie holds a Juris Doctor degree from The Mitchell Hamline School of Law and a B.A. in History from Hiram College. Rosie lives in Bay Village, OH with her husband Jonathan and five children.