MEET OUR FIRM

Kim Beach
(216) 810-5900 x 122
[email protected]

Client Service Manager

Kim joined Cleveland Wealth, LLC in 2024 and has many years of experience in the financial services industry working in various capacities. Kim assists clients with several different activities including beneficiary updates, scheduling and servicing items tied to their investment accounts.

A resident of Fairview Park, Ohio, Kim loves spending time with her family. Kim has four adult sons as well as a grandson she adores. She also has a cat named Fawn. She enjoys listening to music, reading, and crossword puzzles.

Rimon Bebawi
(216) 810-5900 x 102
[email protected]

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.

Corbin J. Blackburn ChFC
(216) 810-5900 x 115
[email protected]

Wealth Advisor

Corbin Blackburn is a Chartered Financial Consultant and Wealth Advisor at Cleveland Wealth, LLC. He has worked as a financial planner since 2012, specializing in work with public and private company executives, as well as those in the medical profession. He believes in using a comprehensive planning model that helps clients attain their retirement, college, charitable, and estate planning goals in the most efficient way possible.

Corbin graduated from Ashland University with a Bachelor’s degree in Finance and Economics and holds the Chartered Financial Consultant (ChFC) designation.

Corbin resides in Avon and enjoys working out, playing golf and spending time with his wife and 3 children.

John B. Blatt CLU, ChFC, CFBS
(216) 810-5900 x 112
[email protected]

Wealth Advisor

John Blatt is a Chartered Financial Consultant and Wealth Advisor at Cleveland Wealth, LLC. He works with executives of both public and private companies in developing comprehensive financial plans, while incorporating the six key areas of financial planning.

John graduated Cum Laude from John Carroll University where he earned a Bachelor’s degree in Communications. He has been published in Cleveland Magazine and has been active in various industry associations throughout his career.

John holds the following professional designations and registrations: Chartered Financial Consultant (ChFC), Certified Family Business Specialist (CFBS), and Investment Advisor Representative.

John resides in Chagrin Falls.

Sarah Copp
(216) 810-5900 x 118
[email protected]

Business Operations Manager

Sarah Copp has been in the financial services industry since 2012. Since that time, Sarah has learned all aspects of the business, including client service and new business. With this knowledge and skill set, Sarah now serves as the team’s Business Operations Manager. Sarah ensures all business processes run smoothly and efficiently by working with the staff on a daily basis to educate and provide guidance if there are any questions or issues. She oversees the operations from a high level and strategizes on how to optimize workflows to meet organizational goals.

Additionally, as the Business Operations Manager, Sarah also handles the team’s compliance and financials. This entails monitoring Continuing Education, providing quarterly updates to the firm’s compliance officer, reconciling the financials and handling all cash flow activities each month.

Sarah is an alumna of John Carroll University and resides in Twinsburg with her husband, twin daughters and Goldendoodle.

Shannon Doyle
(216) 810-5900 x 108
[email protected]

Administrative Assistant

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.

Timothy C. Farley, Jr. ChFC, CLU, ChSNC
(216) 810-5900 x 114
[email protected]

Wealth Advisor

Timothy Farley is a Chartered Financial Consultant and Wealth Advisor at Cleveland Wealth, LLC. He has been in the financial services industry since 2010. Tim graduated from John Carroll University with a Bachelor’s degrees in Business and Industrial-Organizational Psychology. He holds the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Special Needs Consultant (ChSNC) designations, demonstrating his advanced knowledge and expertise in various aspects of financial planning. Tim's practice is focused on helping individuals who work in publicly traded companies and families who have loved ones with special needs. He creates comprehensive and customized plans for his clients that aim to maximize both their corporate benefits and outside vehicles to help them achieve their goals. Tim is passionate about providing his clients with personalized and objective advice, and building long-term relationships based on trust and integrity.

Tim resides in Fairlawn with his wife Tammy, stepdaughter Madison and their Doberman, Bruce.

Angie Frank
(216) 810-5900 x 121
[email protected]

Client Manager

Angie Frank joined Cleveland Wealth, LLC in 2023. As Client Manager, she is responsible for assisting clients with a wide variety of account management needs, including account opening, funding and trading. In addition, she also assists with scheduling, account changes, and beneficiary changes when needed.

Angie graduated from Kent State University and resides in Middleburg Heights with her husband and three boys. In her free time, she enjoys attending her sons’ sporting events, running, and hiking.

Bernard T. Garrah, Jr. ChFC, CLU, CFBS, ChSNC
(216) 810-5900 x 113
[email protected]

Wealth Advisor

Bernard Garrah is a Chartered Financial Consultant and Wealth Advisor at Cleveland Wealth, LLC. Since 1996, Bernard’s practice has offered clients comprehensive financial planning services with an emphasis on investment management, retirement income planning and tax reduction strategies. His specialty is working with executives of publicly traded and privately held companies throughout the country to maximize their company benefit programs, build additional investment wealth, and tax strategies outside the company to secure their financial independence.

Bernard is an alumnus of Virginia Polytechnic Institute & State University where he earned his Bachelor’s degree in Finance. He holds the following professional designations and registrations: Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Family Business Specialist (CFBS), Chartered Special Needs Consultant (ChSNC) and Investment Advisor Representative. Bernard resides in Westlake with his wife, daughter and two dogs.

Allison Giorgi
(216) 810-5900 x 109
[email protected]

Senior Business Coordinator

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.

Amanda Hyland FPQP
(216) 810-5900 x 117
[email protected]

Paraplanner

Amanda Hyland joined Cleveland Wealth, LLC in 2019. Over the years, Amanda’s role has grown from a Financial Planning Coordinator to a Paraplanner. As a Paraplanner, Amanda works closely with the advisors and clients to thoroughly manage the financial planning process. Her role is to seamlessly create client financial plans, manage client data and create alternative financial planning scenarios.

Amanda also works closely with the Wealth Advisors to prepare the Client Review Packets that are discussed during client review meetings. She assists with several administrative duties necessary to ensure that all information provided to clients is current and their financial plans are kept up to date.

Amanda is a graduate of Kent State University and started in the financial services industry in 2006. She resides in Lakewood. In her free time, she enjoys traveling, community events and spending time with her husband and two children.

Lisa Prebish
(216) 810-5900 x 116
[email protected]

Client Account Manager

Lisa Prebish joined Cleveland Wealth, LLC in 2021. Lisa is our Client Account Manager and Lisa is responsible for assisting clients with opening their investment accounts from start to finish and ensuring the process is smooth for the clients. She handles a variety of other tasks which include trading, rollover calls with current and former employers and completing contributions and distributions while continuing to foster long term relationships with our clients.

Lisa graduated from Indiana University of Pennsylvania with a Bachelor of Science in Rehabilitation. She spent several years working in social services and then a law firm before making a career change and joining Cleveland Wealth.

Lisa resides in Seven Hills with her significant other, Jon. In her free time, she enjoys traveling, running, working out, attending and watching sporting events, and spending time with family, especially her two nephews and niece.

Douglas W. Sockman CFP, ChFC, CLU
(216) 810-5900 x 110
[email protected]

Principal

Doug Sockman is a Certified Financial Planner (CFP) 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 (CFP), 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
[email protected]

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.

Amanda Wilkes
(216) 810-5900 x 120
[email protected]

Client Manager

Amanda joined Cleveland Wealth, LLC in 2024. As a Client Manager, she assists both the clients and advisory team with all of the day to day functions of our firm. She has extensive experience in the financial services industry and is passionate about helping her clients.

Amanda lives in Vermilion with her husband and their two dogs. In her free time, she loves to travel and enjoy life on the water.