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.
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.