Cleveland, OH-headquartered Cedar Brook Financial Partners has appointed Andrew Denis as a partner, heading up a new Clearwater, FL, office.

Denis joins from Boston Asset Management, where he worked with business executives, retirees and professional athletes. In his new role he will help similar clients with cash flows, strategic business planning and estate planning.

He is the latest in a string of hires at Cedar Brook, which last month brought in David Anderson as chief compliance officer and in July added Jennifer Falb as chief experience officer. Falb’s role is a newly-created one, in which she is charged with making sure that all aspects of the client experience are of a high standard and boosting the employee experience. The firm also promoted Barbara Pal to client manager in May.

“A recent study we conducted to help us better understand our clients’ needs identified their interest in getting a wide variety of financial and life planning services all under one roof,” said Azim Nakhooda, managing principal/CEO. “Having Andrew join our team helps us do just that.”

As well as its Ohio headquarters, the firm has offices in West Bloomfield, MI, Naples, FL, and Clearwater. It employs around 60 people. It offers securities through Securities America, a member of FINRA/SIPC, and advisory services through Securities America Advisors, an SEC registered investment advisor.