About Us

The Same Page® System and Link ‘EmTM software were developed by SP Annotated Networks, Ltd., a collaboration between Jonathan Herbruck, founder of Concord Advisors, and Stuart Cordell, a partner with the law firm of Warren & Young.

The Same Page® System, a groundbreaking innovation in the field of financial planning, was created to address frustration with the processes and technology available to wealth transfer professionals. Difficulty obtaining comprehensive and detailed information can diminish the level of service provided to clients, also causing the advisor to miss valuable cross-selling opportunities. And limitations posed by various financial management and fact-gathering resources strains the relationship between advisor and client. A new development was needed. Utilizing the experience of its founding partners, as well as the advice and encouragement of numerous professionals including Larry Rybka, President and CEO of Valmark Securities, the Same Page® system was developed to serve 5 important functions:

1. Facilitate the gathering of financial and other information
2. Organize the information in a useful and easily accessible fashion
3. Create a valuable product to present to the client
4. Generate a fee for the fact finding process
5. Allow new advisors and staff the opportunity for training, experience and credibility building

The Same Page System has been in the making since 2001. The combined work of 15+ individuals and at least 6 organizations in development and testing ensures that all 5 of the above functions have been addressed successfully, and in the most user-friendly way possible. Both advisors and clients rate the system as one of the most complete yet easy-to-use financial organizing tools available.

Link ‘EmTM was also created to provide a valuable service for financial advising clients that would simultaneously benefit the advisor.  Since it's launch in 2007, this online system has proven itself more versatile and effective than even its creators could have imagined.  Not only does Link ‘EmTM connect advisors and their clients through an easy-to-use desktop application, but it has become an incredibly effective tool for recruiting prospects.  And recently, the software has been implemented in other industries - from construction to music - Link ‘EmTM provides an effective means of connecting it's users with their clients, customers, vendors, fans, and more!

		Jonathan D. Herbruck, CFP Jonathan D. Herbruck is a Certified Financial Planner and owner of Concord Advisors. He has been in the financial services business since 1989. Jonathan’s father, Peter Herbruck, co-founder of a successful benefits consulting firm in Cleveland provided a training environment for learning the value of the financial planning process. Jonathan left the family business in 2001 to be closer to his home in Chardon, Ohio and build his own financial planning organization. Concord Advisors is a full service financial planning and wealth management firm. Concord Advisors is located in Concord, Ohio. 440-358-0605.
		Stuart W. Cordell Stuart W. Cordell has been an attorney for 25 years. He received his undergraduate degree from Cornell University in 1977, and his J.D. from Case Western Reserve University School of Law in 1981.  Mr. Cordell began his practice with a large law firm in Cleveland, Ohio, returning to Ashtabula in 1983, where he joined the law firm of Warren and Young, which was founded by his grandfather. He became a partner with the firm in 1989.  Mr. Cordell’s practice is concentrated in the areas of business and corporate law, non-profit organizations, real estate, tax and estate planning. In addition, he is a frequent lecturer at seminars and meetings on business, non-profit organizations, and estate planning topics.