President & Senior Financial Advisor, RJFS
Hi my name is Bud Wentz. I started in the financial planning business in 1996 and I focus on personalized investment planning for individuals and families. I provide retirement plan design services to businesses with on-site financial education programs for their employees as well as educate individuals on estate planning, IRA and 401(k) investing, wealth management, and annuity strategies. I am the senior financial advisor and director of product research. I oversee all of the financial advisors on our staff.
Financial Advisor, RJFS
Hi my name is Luke Vincer. I started with Wentz Financial Group in 2006 and I focus on developing customized investment plans for individuals and businesses. I lead new product development and am a member of the product research team. I travel nationally as part of the 401(k) team where I educate participants about the value of saving and explain the differences among plan investment options. Additionally, I frequently teach Investment 101 seminars to educate new and existing clients about the basics and importance of investing.
401K Services Director and Financial Advisor, RJFS
Hi my name is Tim Porter and I started at Wentz Financial Group in 2005. I am a member of the product research team and I lead the 401(k) division. I assist employers in choosing the appropriate retirement plan and help meet a company’s specific needs, help participants enroll, and change allocations in existing plans. In addition, I handle special requests for participants and clients such as loans, withdrawals, and credit services.
Financial Advisor, RJFS & Research Analyst
Hi my name is Matt Norris and I have been with Wentz Financial Group since 2014. I am one of the team’s financial advisors. I focus on investment management and the development of financial plans for individuals and their families. I am also a member of the product development and product research teams. I perform due diligence on all the investment products we offer to clients, including stocks, mutual funds and annuities. Additionally, on a daily basis, I keep the staff updated on the latest economic data and market trends to keep up with the market rotation.
Financial Advisor, RJFS
Hi my name is Jon Lenton and I joined the firm in the summer of 2017 with a strong background of servicing customers on a personal level. I started my tenure with Wentz Financial Group as a client experience advocate ensuring every customer was delivered the highest level of customer service. I quickly attained my series 7, 63, and 65 licenses and immediately began utilizing my skillset to educate retirement plan participants on the importance of saving. I am an active member of our investment product review team as well as the executive team overseeing the day to day operations of Wentz Financial Group.