President & Senior Financial Advisor, RJFS
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.
401K Services Director & Financial Advisor, RJFS
Tim Porter joined Wentz Financial Group in 2005 and currently serves as the retirement plans director and financial advisor and leads the 401(k) division. He is also a member of the product research team.
Tim is an expert 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
Director of Business Development & Financial Advisor, RJFS
Chris Prado joined Wentz Financial Group in the summer of 2019 as the director of business development. In addition, he also serves as one of the firm’s financial advisors.
With more than 20 years of industry experience, Chris’s knowledge and expertise will help in the team’s process of providing investment management solutions to our clients. Chris is focused on developing deep, personal relationships with clients that will allow him to deliver the right financial guidance. Prior to joining Wentz Financial Group, Chris was a vice president at Federated Securities Inc., where he was responsible for managing more than $1 billion in assets covering Northeast Ohio and Columbus.
Financial Advisor, RJFS
Luke Vincer joined Wentz Financial Group in 2007 as a financial advisor whose focus is on developing customized investment plans for individuals and businesses. He also leads new product development and is an active member of the investment research team. As part of the retirement plan team, he travels locally and nationally to educate participants about their investment options and the importance of investing in their future financial goals.
Luke has a knack for being able to communicate complex situations into simple solutions, which helps clients in theinvestment selection process.
Research Analyst & Financial Advisor, RJFS
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, and ensures that all staff is updated on the latest economic data and market trends to keep up with the market rotation.
Financial Advisor, RJFS
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, 63 and 65 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.
Debra Martincic is a financial advisor for Wentz Financial Group. She has been in the financial services business since 1988 and became a licensed financial advisor in 1992.
In 2011, Debbie became a branch manager for Raymond James Financial Services. Her branch merged with Wentz Financial Group in 2020 to have better continuity of service for clients. Debbie prides herself in her small town personal approach and designing individual investment plans to suit each person’s goals, objectives and time horizon.
Operations Manager & Senior Administrative Assistant, RJFS
Jennifer Young is the operations manager for Wentz Financial Group and has been a valuable member of the team since 2000. Jenn has the expertise to build successful client relationships and ensure that they are happy and well positioned to accomplish all of their financial goals.
Jenn manages new client administration transfers, handles client information requests, conducts cost basis research, as well as processing new accounts and transfers. She focuses much of her attention to managing office workflow and monitoring day-to-day transactions within the firm.
Client Service Specialist
Eryn Oakes has been a client service specialist at Wentz Financial Group since 2016 and is a go-to resource for many clients. She handles new client onboarding, account transfers, contributions and distributions, and other daily account operations. She works with clients to build relationships and trust and helps them achieve their goals and dreams.
Eryn is also able to assist clients in updating any of their account information or setting up Investor Access so they can view their accounts online. Eryn also manages Bud Wentz calendar and can assist in scheduling appointments with him.
Client Service Administrator, RJFS
Heather Daniels joined the Wentz team in 2018. As the client service administrator, she is always looking out for the clients’ best interests and she continues to evolve her service approach to ensure best practices.
Heather processes and delegates all incoming communications to the office. She also manages advisor schedules and prepares paperwork for financial advisor meetings. As a consummate team member, Heather also helps with public relations and event planning.
Heidi Rebecchi uses her customer service expertise in the financial services industry to help clients every day. Heidi serves as a customer service associate for Wentz Financial Group, joining the team in January 2020 after the merger with Raymond James Financial Services in Ravenna.
Heidi is located in the Ravenna office and helps manage incoming communications as well as scheduling meetings at the Ravenna location. She also handles account operations, client on-boarding, account transfers, contributions, distributions, paperwork preparation for Debra and Jon, and other account operations. A valued member of the team, Heidi is always happy to help clients in any way she can.