Bud Wentz

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.

Bud Wentz
bud.wentz@wentzfinancialgroup.com

  Luke Vincer

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.

Luke Vincer
lvincer@wentzfinancialgroup.com

  Tim Porter

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.

Tim Porter
tporter@wentzfinancialgroup.com

  Matt Norris

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.

Matt Norris
mnorris@wentzfinancialgroup.com

  Jon Lenton

Client Relationship Manager

Hi my name is Jon Lenton and I came to Wentz Financial Group in the Summer of 2017. My expertise is acting as an advocate to promote the highest level of customer service to our clientele. As a relationship manager, I am able to assist clients in our individual management as well as 401k department with providing ease and flexibility to their experience with Wentz Financial Group. Much like a concierge service, my role is to deliver and exceed the expectations of every customer that comes through the door.

Jon Lenton
jlenton@wentzfinancialgroup.com