President, Wentz Financial Group & 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, Wentz Financial Group & 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 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.
Director of Business Development, Wentz Financial Group & 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 practice 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 strategies to our clients. Chris is focused on developing deep, personal relationships with clients that will allow him to deliver the appropriate 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 the investment selection process.
Research Analyst, Wentz Financial Group & 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 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.
Operations Manager, Wentz Financial Group & 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 practice.
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
Heidi Rebecchi started in the financial services industry with Raymond James in 2015. She joined the Wentz Financial Group team in January 2020. Heidi now serves as the office manager at our Ravenna location.
Heidi works alongside Jon for all meeting preparation. She also manages all incoming communications as well as scheduling, client on-boarding, account transfers, contributions, distributions and other daily account activity. A valued member of the team, Heidi is always happy to help clients in any way she can.
Client Service Administrator, RJFS
Sarah Perrin joined the Wentz team in 2020, after graduating from Kent State University with a Finance degree. She is a client service specialist and her responsibilities ranging from updating account information, establishing online access within Investor Access and scheduling appointments for Luke Vincer. Sarah’s goal is to assist clients with any specific requests and help achieve their financial goals.
401k Client Service Administrator
Bri’s primary focus is to assist retirement plan participants as they enroll, change beneficiaries or investments, as well as any other retirement plan administrative needs. She processes all service requests for our plans and is available for any non-investment related question. In addition, she processes contributions and distributions along with preparing documents for financial advisor meetings.