A dedicated and experienced financial services professional, Chris began his financial services career with Merrill Lynch in 1994 after a successful career as a Certified Public Accountant (CPA) in the healthcare industry. A 1987 graduate of The Ohio State University, Chris obtained his B.S.B.A. in Accounting. He is also a CFP® professional, a designation awarded by the Certified Financial Planner Board of Standards, and a Chartered Retirement Planning Counselor™ CRPC™, a designation awarded by the College for Financial Planning. Chris is also a member of the Ohio Society of CPAs (OSCPA) where he has led continuing education classes on numerous financial strategies and reviewed content required for others to receive continuing education credit. Away from the office, Chris is a hospice volunteer and avid cyclist. He and his wife Wendy raised both of their children and continue to reside in Westerville, where they are both active in community charities.
Wendy began her career in financial services in 1996 when she joined Merrill Lynch following a successful career in healthcare services. A graduate of The Ohio State University with a B.S. in communication, she holds the Chartered Retirement Planning Counselor™ CRPC™, a designation awarded by the College for Financial Planning. Wendy also holds an active Real Estate license.
In addition to time spent with clients, Wendy is active throughout the community. She is active in her support of breast cancer research and gives to the next generation of business leaders by speaking at various schools and universities throughout Ohio. In her spare time she enjoys running, the outdoors and time in her community.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the United States, which authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.