by admin | Jul 14, 2020 | Meet the Team
Role: Relationship Associate Joined WPC: 2020 Education: Bachelor’s Degree in Economics and Finance with a minor in Accountancy from Thomas More University Experience: Before joining WPC, worked within the family construction business, as well as jobs with The LEGO...
by admin | Jun 25, 2020 | Meet the Team
Role: Administrative Associate Joined WPC: 2018 Education: Associates Degree in Applied Business from Lima Technical College/Rhodes State College Experience: Prior to WPC, employed several years in operational, administrative and customer service roles in education,...
by admin | Jun 25, 2020 | Meet the Team
Role: Financial Planning Associate Joined WPC: 2019 Education: Served five years in the US Navy prior to graduating from the University of Kentucky Gatton School of Business with a major in Finance 1999 Experience: Financial and investment services industry experience...
by admin | Jun 24, 2020 | Meet the Team
Role: Associate Advisor Joined WPC: 2014 Education: Miami University Bachelor of Arts in Political Science 1992 graduate Experience: Joined WPC in 2014 with several years of prior financial services experience specializing in client relations. Earned CFP® designation...
by admin | Jun 24, 2020 | Meet the Team
Role: Portfolio Manager Joined WPC: 2011 Education: Graduated Magna Cum Laude from the University of Cincinnati in 1995 with majors in Finance and Management Experience: Affiliated with the financial and investment services industry since 2001 and has earned both the...
by admin | Jun 24, 2020 | Meet the Team
Role: Lead Adviser Joined WPC: 2018 Education: Graduate of the University of Dayton in 1984 Experience: Employed in the financial services industry since 1984 with nine years in the credit and lending industry. Began his investment career in 1993. Earned his Certified...
