Mr. Fergus has more than 25 years of experience serving the financial needs of a broad array of clients. His specialties include insurance consulting; executive compensation; financial, estate and retirement planning; and qualifed and nonqualified retirement plans. He served for many years as a tax partner in the Cleveland office of the accounting firm KPMG LLP, where he also served as partner in charge of the Personal Financial Planning practice for Northeast Ohio. In addition, he served on the firm’s Innovation Strategies Committee and was the firm’s national director of Career Transition Services and Insurance Consulting Services. He frequently lectures to boards of directors, corporate executives and professional groups, and he has been quoted in scores of local, regional and national publications, including the New York Times, Washington Post, Financial Times and the Chicago Tribune.

Mr. Lightner has more than 20 years of experience in financial planning, tax strategy and investment advice for financially successful families and individuals. For much of that time, he served as a senior wealth advisory consultant at MAI Wealth Advisors, a prominent firm catering to the family office needs of successful professional athletes. Over the years, he has assembled a global network of colleagues and financial consultants who help him serve clients with highly specialized needs. His insights about the financial side of professional sports have been quoted in a number of publications, including Golf Digest. He holds a bachelor’s degree in finance and economics from Ashland College.

Mr. Carneval has many years of experience working with financially successful individuals, both at large public accounting firms and at a prominent wealth management organization. During that time, he accumulated significant experience managing and executing a variety of family office tasks for a wide array of clients. He holds a bachelor’s degree in accounting from the University of Maryland and a master’s degree in accounting from the University of Virginia’s McIntire School of Commerce.

Mr. Bertsch has several years of experience serving the personal and financial needs of successful individuals, specializing in professional athletes. He is a skilled consultant in budgeting, investing, and planning for retirement, tax and insurance, among other matters. He holds a bachelor’s degree in accounting from John Carroll University.

Mr. Weinberg’s experience covers a broad range of planning and advice regarding Taxation of closely-held businesses, corporations, partnerships, trusts, income tax planning and estate planning for individuals. The aforementioned work is augmented by over 23 years experience beginning in the Cleveland office of Coopers & Lybrand aka Price Waterhouse Coopers and as a partner with the accounting firm of Sustin, Bartell, Waldman & Fergus. His clients include high net worth individuals and business entities. Mr. Weinberg is also extensively involved in the valuation of businesses and forensic accounting services used in conjunction with acquisitions, financing of leveraged buy-outs and support to the legal profession. He is a licensed Attorney and a member of the United States Tax Court. He has spoken often to organizations regarding federal and state income tax planning, business entities, personal financial planning, estate planning and real estate taxation and has participated in many seminars and training sessions regarding these subjects. He also a member of numerous boards including corporations and not for profit entities.

As a senior member of the high wealth family practice, Ms. Rasmussen primarily concentrates on financial, estate and retirement planning and executive compensation consulting work. Ms. Rasmussen has a B.A. from Saint Mary's College, Notre Dame, Indiana. She graduated from Tulane University School of Law, New Orleans, Louisiana and was admitted to the Ohio Bar in November of 2001. Prior to joining FSM Capital Management, LLC, she worked as a tax consultant in KPMG's Compensation and Benefit Group. She is a member of the the Ohio State Bar Association.

Ms. Grimmer began her career in the Assurance and Enterprise Risk Services division of Deloitte LLP. She worked with clients in a variety of industries, including consumer trade and retail, manufacturing, public sector, and private equity investment. She has experience in financial reporting, hedge accounting, International Financial Reporting Standards, purchase accounting, and various other unique accounting issues. Ms. Grimmer obtained a B.A. from the University of Notre Dame, and a Masters in the Science of Accountancy from Miami University, Oxford, Ohio. She is an active member of the AICPA and the Accountancy Board of Ohio.

Mr. Harcar is a manager in our tax department. He has over eight years of experience specializing in tax compliance and consulting for individuals and closely held businesses. Mr. Harcar’s sensitivity to the dynamics of family owned businesses coupled with his expertise in business and personal taxation make him a valuable consultant. He also has experience in a variety of muti-state taxation issues. He is a member of the American Institute of CPAs and the Ohio Society of CPAs. Dan earned his undergraduate degree and MBA from Baldwin-Wallace College.