Revisor’s founder, Landon Jones, began his career as a financial advisor in 2002 with a large national firm. After several years working within the traditional financial-services model, he became frustrated with proprietary products, institutional restrictions, and conflicts that could make it difficult to build financial strategies entirely around each client’s needs. In 2006, he left and started his own independent, fee-based practice.
Independence gave Landon greater freedom to serve clients the way he believed they should be served, but it also exposed a broader challenge. Managing wealth effectively required more than selecting investments. Portfolios needed to be managed efficiently while decisions involving taxes, retirement, estate planning, insurance, and other priorities often needed to work together.
That system became the foundation of Revisor, which officially launched in 2015 around a broader vision: creating a more coordinated financial experience by bringing investment management together with the other decisions that shape a family’s financial life. Today, Revisor Wealth carries forward the framework that began in Landon’s own advisory practice, supported by expanded expertise and resources designed to help individuals and families manage their finances with greater coordination, clarity, and confidence.
Revisor’s mission is to make the financial experience simpler, more coordinated, and more effective for the individuals and families we serve. The traditional financial-services system often treats each part of a person’s financial life separately. Investments may be managed in one place, taxes handled somewhere else, estate documents prepared by another professional, and insurance reviewed independently.
Yet decisions in each of these areas can directly affect the others, making coordination essential to effective financial planning. We believe better financial management starts with understanding the complete picture—not only what you own, but what you want your wealth to accomplish. Our approach combines personalized financial advice and investment management with access to coordinated tax preparation, estate planning, and insurance services. We build customized portfolios, consider tax efficiency alongside investment decisions, and help connect the different areas of your financial life so decisions can be made with greater context.
Landon Jones is the visionary for the company and provides the strategic direction for innovative services and solutions for clients. In addition, Jones spends roughly half his time as the senior financial advisor for the Revisor Wealth division, a role that allows him to stay connected to the needs of financial advisors and envision the revolutionary services available through Revisor. Whether it’s staff, clients, or students at Cleveland State University where he teaches, Landon is passionate about helping people think critically about financial strategy. Landon holds a Master of Business Administration degree from The Ohio State University and is a Certified Financial Planner. In his free time, Jones enjoys spending time with his wife Monica and two boys, Luke and Matthew.
Ethan Dunbar oversees the portfolio management process at Revisor where he is dedicated to improving and innovating the financial services space. He chairs the investment committee with founder and CEO, Landon Jones, and manages the portfolio, billing, trading, reporting, and implementation teams. Ethan has spent his entire career in the financial services industry at Revisor. He graduated with a bachelor’s degree from the University of Richmond and is a CFA® charter holder. He has held progressively responsible roles during his nearly 10 years at Revisor. In his free time, Ethan enjoys tennis, golf and spending time with his family.
Nick Cargill provides advisors with a seamless experience when implementing and maintaining investment solutions for their clients. He has a passion for building and refining Revisor’s trading and performance infrastructure, including sleeve-level performance accounting and end-to-end full-cycle platform configuration for RIA practices. He earned a BSBA in business economics from the University of Richmond and has built his career at Revisor since graduation. He holds the CFA® charter and is a member of the CFA® Society of Virginia. Beyond his work, Nick is happily married to his wife Olivia, who he met at the University of Richmond.
Jacob Dunbar implements comprehensive investment plans, advising on portfolio options and strategies. He acts as the senior training and billing specialist and helps manage portfolio performance systems. Jacob holds a bachelor’s degree in business administration from the University of Richmond. He is a Registered Investment Advisor Representative (IAR) and holds a Series 65 license. When he’s not working, he enjoys playing tennis and spending time with his wife, son and two dogs.
Kyle Patterson focuses on increasing Revisor’s brand awareness through marketing and bringing new advisors into the Revisor ecosystem. He is skilled at educating advisors on all aspects of the financial advisory industry. Kyle began his career in the finance industry over a decade ago as a financial representative with a large IBD. After obtaining his MBA, Patterson transitioned to the capital markets space. He holds a Certification in Long Term Care (CLTC®) as well as the 7, 63, 66, and 86/87 investment licenses. In his free time, Patterson enjoys staying active with activities like hiking, biking, and working out and is a fan of all racquet sports.
Garrett Profancik aids financial advisors by implementing and maintaining financial plans for end clients with the portfolio management team, as well as assisting local clients by providing amazing customer service. Profancik holds a bachelor’s degree in finance from Cleveland State University. He enjoys spending time with his family, as well as paying attention to the car market
Eva Beyebach serves as the liaison between the Portfolio Management team and the Sales & Marketing team. She focuses on managing, analyzing and visualizing portfolio performance and business data leading to actionable recommendations for strategic decision-making. She also supports IT in automating workflows to increase efficiency and enhance business processes. Eva earned a bachelor’s degree in Business Analytics and Statistics from the University of Texas at San Antonio, where she played on the university’s tennis team. In her free time, Beyebach enjoys playing sports and spending time with friends and family.
Ian Norris serves as a member of the Portfolio Management Team, working closely with financial advisors to support and execute investment strategies aligned with client objectives.He earned a Master’s Degree in Business Administration from West Virginia Wesleyan College, where he played on the Baseball team. In his free time, he enjoys playing golf, hunting and spending time with friends.
Chad Brown creates tailored workflow solutions for financial advisors using RevFlow, a proprietary Revisor software solution. He takes pride in his ability to explain complicated technology concepts in a way that makes them understandable to anyone.Brown holds a master’s degree in information architecture and knowledge management from Kent State University, where he focused on software research and user experience design. When not at work, Brown likes to spend time with his family and his two dogs, Scarlet and Gray. He also enjoys giving back to the community by volunteering his time with organizations that develop tech solutions for people with visual and other disabilities.
Kade Mindry has a strong foundation in finance, sales, and real estate, complemented by experience in marketing, digital strategy, and SEO. Originally from Durban, South Africa, he studied finance at Cleveland State University and competed on the tennis team.After graduation, he spent 1.5 years traveling through Southeast Asia and Europe, gaining global perspective. Kade combines analytical thinking with creativity to connect marketing and sales strategies that drive meaningful business results.
Majoy Makilan is currently employed as a full-time Virtual Assistant at REVISOR, where she manages payment processing and data entry tasks, ensuring accuracy, compliance, and timely execution.With more than 15 years of professional experience in accounting, project management, and sales, Majoy Mahilan works as a freelancer dedicated to helping entrepreneurs and small business owners elevate their ventures.
Bojan Stevovic leads platform development at Revisor, creating and customizing the client-facing tools and advisor portals that power the firm’s technology. He takes pride in turning advisors’ and clients’ ideas into elegant, functional solutions.Alongside his work at Revisor, he is also a partner in an investment fund, blending finance experience with technical skills. He earned a BS in Marketing and played football at Nicholls State University. In his free time, he enjoys traveling.
Steve Caine, ESQ, CPA is an Attorney and a Certified Public Accountant in the State of Ohio. He is a graduate of Case Western Reserve University School of Law. Mr. Caine has customized literally thousands of estate plans. His experience includes: Tax consultant for the international accounting firm; Arthur Andersen Computer systems consultant for Peat Marwick; Business valuation auditor for Barclays Bank of America; Business valuation expert witness for large Cleveland law firms; Estate tax consultant to many financial planning organizations
Bernard J. McKinney received his accounting degree from Cleveland State University. He has been a practicing CPA for over 30 years and provides comprehensive tax and financial planning services. Bernie enjoys playing golf and spending time with his family in his free time.Bernie McKinney, CPA
Tammy McKinney is an experienced accounting professional with a strong foundation in financial administration. She earned her associate’s degree in accounting from Sawyer College of Business in Cleveland. Tammy began her career at the FBI in Cleveland, and has since served as an accountant with decades of expertise in finance, reporting, and client service.
- A satisfied client
If you want a real relationship with your advisor — not a call center, not a rotating cast of reps — and you value having one coordinated plan instead of five disconnected accounts, you're probably a good fit. We work best with clients who want to be informed partners in their own plan, not just handed a binder.
We're fee-only, which means we're paid directly by our clients — not by commissions on products we sell you. That's an important distinction: it means our recommendations aren't shaped by what pays the most like many larger firms.
Yes — legally and by conviction. That means we're obligated to act in your best interest at all times, not merely to recommend something "suitable." It's a real legal standard, and it's one a lot of the industry isn't held to.
A conversation, not a sales pitch. We want to understand your situation and see if we're a good fit for each other. There's no cost and no obligation.
No. We don't have a minimum. What matters is whether we're the right fit for each other — not the size of your account. If you want a real financial planning relationship, that's the conversation worth having, regardless of where you're starting from.
Most likely: independence, coordination, and access. We're not tied to proprietary products or proprietary research, we coordinate your investments/taxes/estate plan under one roof, and you'll actually have direct access to the person managing your plan — not a service team.
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