President & Senior Financial Advisor, RJFS

Bud Wentz

Bud Wentz is the president, senior financial advisor and director of product research for Wentz Financial Group. His expertise in the financial planning business, which dates back to 1996, benefits all of Wentz’s clients, as he also oversees all of the financial advisors on the Wentz Financial staff.

Bud focuses on personalized investment planning for individuals and families to help them prepare for the future. To help in this endeavor, he educates individuals on estate planning, IRA and 401(k) investing, wealth management, and annuity strategies. He also provides retirement plan design services to businesses, which includes on-site financial education programs for the employees.

Bud believes the differentiator for Wentz Financial is in the detail of the plan and how that plan is carried out for clients. The detailed process and plan helps keep the customer focused on their financial goals and objectives so they can live out their dreams.

 Contact Bud at [email protected]

Director of Retirement Plan Services & Financial Advisor, RJFS

Tim Porter

Tim Porter joined Wentz Financial Group in 2005 and currently serves as the Director of Retirement Plans and Financial Advisor. He leads the 401(k) division and is also a member of the Product Research Team.

Tim is experienced in his field and makes sure his clients truly understand their investment options by sharing his knowledge. Tim assists employers in choosing the appropriate retirement plan and helping meet a company’s specific needs. He helps participants enroll and change allocations in existing plans. In addition, he handles special requests for participants and clients such as loans, withdrawals and credit services.

Contact Tim at [email protected]

Investment Strategist & Financial Advisor, RJFS

Matt Norris

Matt Norris is a Financial Advisor and Research Analyst and has been part of the Wentz team since 2014.

Matt specializes in investment management and the development of financial plans for individuals and their families. He understands that everyone’s life situation is unique so he focuses on developing a long-term relationship to understand the clients’ needs and goals. From there, he will create a customized solution that is right for you.

As a member of the Product Development and Product Research teams, Matt performs due diligence on all the investment products we offer to clients, including stocks, mutual funds and annuities to ensure that all staff is updated on the latest economic data and market trends to keep up with the market rotation.

Contact Matt at [email protected]

Financial Advisor, RJFS & Client Relationship Manager

Jon Lenton

In 2017, Jon Lenton joined Wentz Financial Group as a Financial Advisor. Jon is also an active member of the Investment Product Review and Operations teams.

He has a strong background of servicing customers on a personal level and has attained his series 7 and 63 licenses. Jon uses his expertise to educate retirement plan participants on the importance of saving. By preparing a comprehensive financial plan, he helps people who think that retirement is impossible or far in the future to realize they can reach their goals quicker than expected.

Contact Jon at [email protected]

Investment Strategist & Financial Advisor, RJFS

Maison Ross

Maison Ross is a Financial Advisor and Research Analyst and has been part of the Wentz team since 2024. Maison recently graduated from the Ohio State University and during his time in school became a fully licensed Financial Advisor.

Maison is part of the Wentz Financial Group Investment Committee and conducts the due diligence on all investment products we offer; meeting with management teams and doing extensive research utilizing out various resources. In this role, Maison also monitors investment portfolios and asset allocations in ensuring investments and portfolios are aligned with the market rotation and economic clock.

In addition to the investment analyst role, Maison helps in the development of financial plans. He gains an understanding of client’s unique financial situation, as well as their goals and objectives, using our financial planning software to help develop, implement, and monitor these plans.

Contact Maison at [email protected]