President, Wentz Financial Group & 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.

401K Services Director, Wentz Financial Group & Financial Advisor, RJFS

Tim Porter

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

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.

Research Analyst, Wentz Financial Group & 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, 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

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.