MEET OUR FIRM

Ashley Arsena
(216) 810-5900 x 115
ana@clevelandwealth.com

Wealth Advisor

Ashley Arsena helps individuals, families, businesses, and non-profits build and protect wealth through comprehensive financial planning as a CERTIFIED FINANCIAL PLANNER® professional at Cleveland Wealth, LLC. Her work centers on retirement planning, tax-efficient strategies, and long-term investment management.

Ashley began her career in 2016 with experience spanning financial planning, portfolio implementation, trading, operations, and client relationship management. That breadth means her clients benefit from both big-picture strategy and precise day-to-day execution.

Ashley has been recognized by AdvisorHub three consecutive years running, including 250 Advisors to Watch Under $1B (2025), 100 Women Advisors to Watch (2024), and 50 Women Advisors to Watch in 2023. She has also been named a Five Star Wealth Manager in both 2024 and 2025.

Ashley is an alumna of Baldwin Wallace University, where she earned her Bachelor of Arts in Business Management, and later earned her Certificate in Financial Planning from the New York University School of Professional Studies. She enjoys spending time with her family, exploring all that Cleveland has to offer, and attending local sporting events. Ashley resides in Bainbridge with her wife and two children.

*Participating in the ranking is free and AdvisorHub and Five Star Professionals received no compensation from participating advisors. To read more about AdvisorHub's methodology and to view the full list please visit: https://www.advisorhub.com/resources/rankings/ . To read more about Five Star Professional’s methodology and to view the full list please visit: https://fivestarprofessional.com/public/wmresearch.

Rimon Bebawi
(216) 810-5900 x 102
rb@clevelandwealth.com

Associate

Rimon Bebawi is an Associate at Cleveland Wealth, LLC, where he focuses on delivering an exceptional service experience to Cleveland Wealth’s clients. Previously, Rimon has held positions in the Employee Benefits & Retirement departments of two worldwide companies. His needs-based approach and compassion to assist clients has proven to be successful.

Rimon is a John Carroll University alumnus. He enjoys spending his time on Lake Erie boating and wake surfing as well as staying up to date with the latest trends in the food scene.

Shannon Doyle
(216) 810-5900 x 108
sod@clevelandwealth.com

Operations Manager

Shannon Doyle is the Administrative Assistant for Tom Stockett as well as Cleveland Wealth. Her primary responsibilities include supporting Mr. Stockett’s practice and front office operations.

Ms. Doyle is an alumna of John Carroll University where she earned a bachelor’s degree in Sociology. She has over six years of experience in administration, development, event planning and marketing for various local nonprofit organizations. In her free time, Shannon serves as Board Chair for Larchmere PorchFest, a local music festival on Cleveland’s east side. Having grown up in New Jersey, Shannon now calls Ohio City home.

Allison Giorgi
(216) 810-5900 x 109
amg@clevelandwealth.com

Client Service Manager

Allison Giorgi is a highly charismatic and dedicated individual who ensures all client satisfaction is met for clients of Cleveland Wealth, LLC. She is efficient, highly organized and maintains a strong work ethic. Some of her countless responsibilities include managing client service, the onboarding of new clients, as well as sales and marketing support.

Ms. Giorgi is an alumna of Cleveland State University where she earned a Bachelor of Science in Biology. In her free time, she enjoys the outdoors, traveling, and discovering new restaurants. Allison resides in the city of Lakewood where she spends time with her close friends and family.

Cass Matthews
(216) 810-5900 x 116
cpm@clevelandwealth.com

Client Service Coordinator

Cass Matthews is a Client Service Coordinator at Cleveland Wealth LLC, where she supports principal Tom Stockett. Her work centers on delivering organized, responsive, and client-focused support as she continues to grow her career in the wealth management industry and pursue her CFP® certification.

Prior to joining Cleveland Wealth, Cass worked in marketing and brand communication roles with Sandals Resorts International in Miami, as well as with a travel and hospitality startup in Barcelona, Spain. Cass later transitioned into retail banking with Opportunity Bank of Montana, where she gained experience in financial operations and personalized client experience.

Ms. Matthews is an alumna of Clemson University, where she earned a Bachelor of Science in Marketing with an emphasis in Brand Communications. Originally from Chicago, she also spent significant time in Montana, where her family resides. Cass is fluent in French and enjoys being outdoors, traveling, spending time with friends and family, and attending sporting events.

Douglas W. Sockman CFP, ChFC, CLU
(216) 810-5900 x 110
dws@clevelandwealth.com

Principal

Doug Sockman is a CERTIFIED FINANCIAL PLANNER® practitioner and Principal at Cleveland Wealth, LLC. For over two decades, Mr. Sockman’s practice has been offering individuals and families comprehensive financial planning services with an emphasis in wealth management, retirement planning and tax reduction strategies. He has been published numerous times in The Plain Dealer, Crain’s and Smart Business magazine and was a routine participant of The Plain Dealer’s Ask the Expert column. Mr. Sockman has provided countless retirement planning seminars to various groups and organizations, in addition to continuing education workshops for Certified Public Accountants.

Mr. Sockman is an alumnus of Ohio University where he earned his Bachelor’s degree and graduated Cum Laude. He holds the following professional designations and registrations: CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Investment Advisor Representative. Having grown-up in Northeastern Ohio, Doug now resides in Westlake with his wife and their two daughters.

Thomas W. Stockett
(216) 810-5900 x 101
tws@clevelandwealth.com

Principal

Thomas Stockett is a Principal and Wealth Advisor at Cleveland Wealth, LLC. Mr. Stockett has been in the financial services industry for over two decades and focuses his practice on assisting individuals and families with comprehensive financial planning services. He has been featured numerous times on CBS 19 Action News, ABC 5 News and FOX 8 New Day Cleveland. He has also been a contributor to USA Today and Nerdwallet.com.

Mr. Stockett is an alumnus of Duke University where he earned his Bachelor’s degree in Economics and a Certificate in Markets and Management Studies. He holds the following professional designations and registrations: Certified Structured Settlement Consultant (CSSC) and Investment Advisor Representative. Thomas resides in Bay Village with his wife and three children.