About Us
Bison Wealth Management, LLC was founded in 2003 by David Yormick as an independent, fee-based Registered Investment Advisory firm.
Our mission is to deliver objective financial advice and wisdom tailored to your unique financial scenario. We offer a comprehensive suite of services, including portfolio and investment management, financial planning, tax strategies, estate planning, insurance, and retirement planning.
Meet the Team
Regina has over 30 years of investment business expertise. She started at Maxus Securities, was an investment consultant with Fifth Third Securities, and then Ancora Securities.
She graduated with a Bachelor of Science in Education and Psycholgy, from the University of Dayton. Regina has a Masters degree from the University of Evansville in Education and Administration.
She has been active in many professional, educational and community organizations throughout her career.
David M. Yormick, CFP®
CERTIFIED FINANCIAL PLANNER®
Phone: (216) 270-4425 ext. 1
Email: dave@bisonllc.com
My career in financial services began in 1995 as broker's assistant in Washington, D.C. Shortly thereafter, I joined Dean Witter in Annapolis, MD, which later merged with Morgan Stanley. In 1997, I completed the Morgan Stanley Financial Advisor Training Program and began my work as a registered Financial Advisor in the firm’s Alexandria, VA office.
In 2003, I left Morgan Stanley to found Bison Wealth Management, LLC as an independent, fee-based Registered Investment Advisory firm. A year later, my wife and I moved to Cleveland, OH, where we’ve been raising our family ever since. From 2020 to 2026, I worked with Summit Capital before relaunching Bison Wealth Management, LLC.
Today, I focus on retirement planning, portfolio management, tax strategies, and insurance and estate planning. My goal is to deliver clear, objective, and actionable advice that empowers clients to make confident, well-informed financial decisions.
I earned a Bachelor of Science in Finance and French from Canisius College. I am a CERTIFIED FINANCIAL PLANNER® professional and complete more than 30 hours of continuing education each year to stay current with industry developments.
My wife and I reside in Lyndhurst, OH, and we have three grown children. We enjoy traveling, volunteering in the community, and embracing our lives as empty nesters. I serve on the Pastoral Council at St. Paschal Baylon and have previously coached a variety of youth sports, including baseball, rowing, and softball.
Gary graduated from The Ohio State University with a Bachelors of Science Degree in Accounting.
He spent three years in public accounting, earning his CPA, before moving on to financial services where he has spent over 35 years providing financial advice and investment management to individuals, families, and small businesses.
Gary has experience providing planning and advice in the areas of investment management, income and estate taxation, retirement planning, life insurance and annuities.
Gary lives in Beachwood, OH and is a lifelong Cleveland sports fan. He enjoys attending several Cleveland Guardians games each year and cheering on the Cavaliers and Browns.