SurePath Wealth

FINANCIAL PLANNING, INVESTMENT ADVICE, AND TAXES FOR EVERY STAGE OF LIFE

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Humans helping humans, like it should be.

Like a lot of “financial people”, we got our start at large financial institutions. Though we were making solid incomes, we soon realized that most of these companies were designed to benefit shareholders — not clients. So, we joined forces under one roof to create our own company. A different kind of company. A company without the restrictions of a Big Box Firm — and with the freedom to truly impact our clients’ lives. We believe that everyone deserves to understand their financial situation. We are committed to providing personalized advice when you need it most.

SurePath Services:

  • Financial Planning
  • Tax Planning
  • Investment Management
  • Estate Planning
  • Student Loan and College Planning
  • Social Security Advice

Our clients also get access to a partner CPA firm, insurance specialists, attorneys, and much more.

MEET YOUR SUREPATH TEAM

We are not your conventional financial firm. Our growing advisor team and behind-the-scenes experts deliver personal financial guidance to help you simplify your financial life, make the best use of your resources, and spend more time on what matters.

Click our pictures below to get to know us a little bit more.

Patrick Brewer, CFA, CPA, Founder & Chief Investment Officer

Patrick Brewer, CFA, CPA
Founder & Chief Investment Officer

Patrick Brewer, CFA, CPA, Founder & Chief Investment Officer

Patrick is the Founder of SurePath Wealth Management and draws on more than a decade of multidisciplinary experience to help clients solve their financial challenges. Prior to founding SurePath, Patrick managed over $200 million of individual and institutional assets, acquired two companies, and helped train hundreds of financial advisors across the country on financial markets and portfolio management.

Tim Power, Partner & Senior Wealth Advisor

Tim Power
Partner & Senior Wealth Advisor

Tim Power, Partner & Senior Wealth Advisor

Tim is a proud Bostonian who helps clients develop, implement, monitor and update wealth management strategies in pursuit of their financial goals. He helps new clients get the most from the SurePath team, and is always ready with a solid insurance recommendation.

When away from the office, you can find him at the beach, implementing a new homeschool lesson with his two kids, or putting his BFA to work on canvas.

Bob Gavlak, CFP®, Partner & Senior Wealth Advisor

Bob Gavlak, CFP®
Partner & Senior Wealth Advisor

Bob Gavlak, CFP®, Partner & Senior Wealth Advisor

Bob heads up the SurePath office in Columbus. He strives to be more than just an investment advisor, and instead a trusted ally who can be leaned on at any time. He hates platitudes, but not as much as he loves what he does.

Bob’s and wife Heather they have three kids, Grace, Mitch, and Andy, plus two Devon Rex cats, Bruce and Betty. When he’s spending time with the fam, you’ll find Bob at the sidelines of a wrestling match (since he hung up his own 3x Academic All-American heavyweight singlet). You can also follow his family’s donut adventures on instagram. You might have seen Bob and Heather on an episode of HGTVs House Hunters back in 2014.

Jason Mirabella, Partner & Chief Platform Officer

Jason Mirabella
Partner & Chief Platform Officer

Jason Mirabella, Partner & Chief Platform Officer

Jason is responsible for the strategic development and ongoing innovation of our unique client experience and advisor platform. On any given day this might mean he’s leading efforts to create and support cutting-edge client service models, or he’s out seeking the best new advisor to join the team.

Jason is proud papa to two kids under the age of three, and as such, spends a lot of his free time hanging out doing toddler things, eating fast-casual Mexican food, and practicing yoga (he especially likes the nap at the end).

Zak Leedom, CFP®, Partner & Senior Wealth Advisor

Zak Leedom, CFP®
Partner & Senior Wealth Advisor

Zak Leedom, CFP®, Partner & Senior Wealth Advisor

Zak played Division 1 soccer while he was pursuing his finance degree from West Virginia University.  He works alongside Bob in our Columbus office, and particularly enjoys helping business owners and executives navigate all the unique financial situations in their lives.

Zak and his wife Merrill are lucky dog-parents to their yorkie-poo, Reese. They love to travel, especially if there is a beach and sun involved (they even got married on the beach!). He also enjoys skiing, running, hiking, and really anything that gets his blood pumping.

Ryan Mannen, Partner & Director of Operations

Ryan Mannen
Partner & Director of Operations

Ryan Mannen, Partner & Director of Operations

Ryan assists the team with financial planning, investment due diligence, portfolio analysis, and pretty much anything else that someone isn’t already handling. He is responsible for our onboarding process, and is always finding ways to make us more productive to better serve our clients.

When he’s not here in the office, he’s trying his hand at a new woodworking project, hanging out with his wife, two cats and his dog, or vacationing anywhere where he can find a pool bar.

Nick Rostykus, CFP®, Partner & Senior Wealth Advisor

Nick Rostykus, CFP®
Partner & Senior Wealth Advisor

Nick Rostykus, CFP®, Partner & Senior Wealth Advisor
Eric Lee, Creative Director

Eric Lee
Creative Director

Eric Lee, Creative Director

As Creative Director, Eric makes sure our mission and message make it to you in a clear, honest and imaginative way. A proud Texas Aggie, Eric hales from Graham, Texas home of America’s Largest Downtown Square.

When he’s not helping you reimagine your future, you can find him in the kitchen making dinner and baking something delicious for his friends, on stage or in the house at the theater, or writing children’s literature and plays.

Natalia Autenrieth, Marketing Coordinator

Natalia Autenrieth
Marketing Coordinator

Natalia Autenrieth, Marketing Coordinator

Natalia has a BSBA in Accounting / Masters in Accounting from Suffolk University in Boston. Though she’s been a CPA since 2003, her job as SurePath's Marketing Coordinator is much more fun for her, particularly when she gets to write. She appreciates doing a deep-dive into a technical subject and simplifying complexity for a specific purpose.

Natalia is proud wife to husband, Doug, mother to Mason (7), Danika (3), one well-trained German Shepherd Kensho, plus two cats that remind her that some things are not meant to be controlled. She enjoys Neuroscience, brain chemistry, food in all of its expressions, and her latest obsession: weaving. Natalia was born in Russia and taught herself English in 3 months when she was 11 years old!

Lyndsey Sweeney, Director of Media

Lyndsey Sweeney
Director of Media

Lyndsey Sweeney, Director of Media

Lyndsey has a passion for helping people understand their value to our community. As Director of Client Care, she regulalry celebrates and connects with our amazing clients. She also helps manages our podcast.

Lyndsey’s degree in communications and careers with non-profits have led her all over the world, but her heart remains in Hawaii, her home for several years. She’s a hospitality guru, a loving Aunt LouLou, a master at thrifting, and champion for human rights.