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Advisory Team

Advisors

Edgar (Ted) G. Ingraham

Ted founded American Heritage Securities, Inc. and EGI Financial, Inc. in 1992 after spending eleven years working as a Financial Advisor at a major national investment firm. His objective was to provide a structure to serve clients on a more personal basis and at a lower cost. Two separate firms were established to avoid potential conflicts of interest that exist when a brokerage firm also functions as an investment advisor. American Heritage serves clients who prefer basic brokerage services while EGI Financial is a fiduciary providing discretionary money manager services for a fee.

Ted’s investment practice focuses on long-term equity and fixed income strategies to grow and preserve wealth. He brings a long history of investment management and a wealth of experience to his relationships. His clients are primarily individuals, trusts, company profit-sharing or pension plans and retirement plans. In addition to managing and growing the businesses over the years, Ted serves as President and Chief Compliance Officer.

Ted is a member of the Akron area Chamber of Commerce, Past President of the Sales and Marketing Executives of Akron and the Akron Torch Club. A competitive cyclist, Ted is a member and five time past president of the Summit Freewheelers Bicycle Club. Ted lives in Akron with his wife, Karen. Email Ted

Brian Weinreich

Brian started his career with Prudential Securities in 1998 and spent nine years with Merrill Lynch before moving to American Heritage Securities and EGI Financial in May of 2009. Brian believes in a planning based approach to investing client assets focused on the individual client’s tolerance for risk and time horizon. Brian’s investment process works exceptionally well for individuals and small business owners making the transition from the accumulation phase to the distribution phase of their life.

Brian grew up in Parma, Ohio and graduated from Kent State University. He and his wife Jana have two daughters, Macy and Dylan. Brian currently holds the series 4, 7, 9, 10, 63, and 65 licenses as well as the State of Ohio Insurance license. Email Brian

James A. Wynne

After obtaining his B.S/B.A. in Accounting from The Ohio State University and serving in U.S. army during Operation Desert Storm, Jay worked as an Accountant and Division Controller for about 10 years at Shiloh Industries, Inc., a publicly traded automotive manufacturer based in Northeast Ohio. During that time he was extensively involved in the budgeting process, strategic business planning and operations support for 3 different manufacturing facilities, as well as the quarterly formation of the Company’s financial statements. He also passed the Certified Public Accountant exam while working in that profession.

In January 2000, he began working in financial services, first as a financial planning specialist before taking on the Financial Advisory role for individual investors that he holds today. Jay has been an Investment Advisor Representative with EGI Financial and American Heritage Securities since July 2009. Jay resides in Hinckley with his wife Kathy and 5 kids. Email Jay

Phil Ciarrochi

Phil Ciarrochi joined American Heritage Securities Inc. in 2004 after a working as a financial advisor at FirstMerit Bank for over a decade. Phil works with individual clients to help them formulate and achieve their financial goals. Phil earned his Bachelors and Masters degrees in Economics from the University of Akron, where he also worked as a teaching assistant in the department of Economics for two years while earning his graduate degree.

Upon graduation, Phil began his financial career with John Hancock Life Ins. Co. before taking the position at FirstMerit Bank. In his spare time, Phil enjoys reading, hiking and generally all outdoor activities. He thoroughly enjoys the long-term professional and personal relationships he builds with clients as he helps them achieve their financial goals. Email Phil

Michael D. Prescott

Mike helps clients create a financial paradigm and plan to balance and integrate the needs of their families. He works with each client to be sure their individual plans coordinate their sense of risk and reward with larger world events and investment performance. Mike has a special interest in multi-generational wealth creation and preservation through trusts and family partnerships. He maintains relationships with accountants and law firms that provide guidance in those areas. Mike’s focus is on identifying companies that provide long-term capital gains and dividends, minimizing both transaction costs and taxes. 401K rollovers are a specialty. Mike writes a quarterly big picture report for clients outlining macro trends, threats, and opportunities. Mike began his advisory career with PaineWebber (now UBS) in 2000 and joined American Heritage Securities and EGI Financial in 2003. His work is primarily fee based at EGI Financial.

Mike attended the University of Wisconsin Integrated Liberal Studies Program, a small college within Letters and Science at the University. He did honors work in English Literature. His analytical approach is grounded in that study of economics, classical philosophy, mathematics, history, biology, chemistry, geology, and journalism. He later completed a BBA in Finance at the University of Akron.

Mike grew up in Akron, graduated from Firestone High School, and has been a Hudson resident since 2005. Mike is Vice President of the Fairway Homes Condominium Association. He has been a partner in Prescott family businesses in Ohio since 1980. Mike maintains licenses Series 7, 63, 65, and Ohio Life and Health Insurance. His office is in Hudson, Ohio at 72 N. Main St. Suite 305. Email Michael

Aaron G. Kroll

Aaron Kroll joined EGI Financial and American Heritage Securities in the summer of 2011 as an intern. He learned the business quickly and was soon providing value to the firm in return for his intern experience. With assistance and guidance from the firm, Aaron attained the FINRA General Securities license (Series 7) and became a Financial Advisor in November of 2011. He assists the firm with financial analysis, client presentations, marketing plans, technology and website management.

Aaron is currently a full time JD/MBA student at The University of Akron. His MBA in Finance paired with his Juris Doctor focused in Estate and Succession Planning will provide a unique perspective towards the financial industry. Aaron’s expected JD/MBA graduation is May 2013. Aaron also graduated from Virginia Tech (Virginia Polytechnic Institute and State University), cum laude, with a Bachelor of Science in Business Management in May 2010. Additionally, Aaron earned a certificate in Executive Leadership from Cornell University. Aaron currently resides in Akron with his lovely wife Gillian. Email Aaron

Lewis Seikel

John Morgan