David E. Bucholtz Jr.
CERTIFIED FINANCIAL PLANNER™ Practitioner and President, Bucholtz Consulting
David Bucholtz, CFP®, is the president of Bucholtz Consulting, LLC, an independent financial consulting and wealth management firm located in Willoughby Hills, Ohio. He is a graduate of the Ohio State University Fisher School of Business and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1999. Before opening his business, he worked for a regional brokerage firm specializing in tax and estate planning. He saw a need for comprehensive independent financial advice and prepared himself to offer this guidance to clients. David founded the independent firm Bucholtz Consulting in 2004 to better serve his growing client base.
David specializes in working with business owners and those who are planning for—or already in—retirement and concerned about how to make their money last. Dave's business is built on referrals from current clients, certified public accountants (CPAs), and attorneys. Dave teaches courses to CPAs that help them learn about issues that affect their clients and earn continuing education credits. Dave is highly skilled at explaining complex financial concepts in a way that is easily understood. He enjoys public speaking and offers educational workshops throughout the year.
By partnering with Commonwealth Financial Network® and its clearing firm National Financial Services, LLC, Member NYSE/SIPC, Bucholtz Consulting can offer the resources of a Wall Street firm but maintain the objectivity of an independent firm. This affiliation allows clients to benefit from a strong partner with independent guidance that's not conflicted by a Wall Street firm or a big insurance company.
David Bucholtz grew up in Lake County and loves the area despite the long winter. He enjoys spending time with his wife, Kris, and their three children. He coaches youth soccer, is active in his church, and is president of the board of Hannah’s Home.
Director of Client Relations & Communication
As a valued member of the financial planning team, Gail is focused on delivering communications, developing solutions, and building processes to benefit the clients of Bucholtz Consulting. Gail is responsible for making sure all communications provide clear value and are easily understood. Gail works closely with David Bucholtz, CERTIFIED FINANCIAL PLANNER™ practitioner, and assists in uncovering and defining client financial goals, tracking progress, and increasing the motivation to stay on track. By listening to clients and building relationships over time, Gail can anticipate and exceed client expectations. Gail draws on her experience at American Red Cross where she was responsible for community outreach and donor development for all of Lake County.
When away from Bucholtz Consulting, Gail is a certified Pilates instructor, where she takes satisfaction in motivating participants to set and reach personal fitness goals. Gail enjoys adventure travel, bicycling, hiking, and cross-country skiing with her husband, Will. Gail and Will have two children, a son, Brett, who is an officer in the Air Force; and daughter, Kelsey.
Client Service Administrator
As client service administrator with Bucholtz Consulting, Michelle is responsible for day-to-day office operations, client service requests, and streamlining processes to better serve our clients. Michelle provides care and attention to detail in her responsibilities at Bucholtz Consulting.
Michelle brings strong communication and organizational skills from her 20-plus years of office experience. She is married to Dean and has two adult daughters, Jessica and Amanda, who are married and live in the area. Michelle enjoys spending time with her family, friends, and helping at her parents' Christmas tree farm.