What does Wayne do?
Wayne participates in the majority of client meetings, working closely with Tom and Dan to develop personalized retirement projections and manage client investment portfolios. As a member of our Investment Committee, Wayne contributes to investment research and helps guide the development and oversight of our model portfolios. With over a decade of industry experience gained outside of our firm, Wayne brings a fresh perspective to both our investment strategies and operational processes. His insights help us continuously evolve and improve.
Did you know?
Wayne lives in Cuyahoga Falls with his wife and their son. He’s a big fan of spending time outdoors and with the people he loves—whether it’s visiting national parks, catching up with family & friends, or cheering on the RubberDucks and Guardians. His favorite place to unwind is our local Cuyahoga Valley National Park, where you’ll often find him out for a morning run or exploring the trails with his family.
Credentials
- Certified Financial Planner®
- Passed Series 7 and 66 Examinations
- Finance and Economics graduate of Heidelberg University
- Licensed Life and Health Insurance Agent, State of Ohio
*CFP® issued by the CFP Board