About Us

<sub>Ryan had a strong entrepreneurial spirit from an early age, but he never knew where it would take him. Studying finance in college, he turned this passion into a broader mission: to help investors build and manage wealth across generations and guide them in the achievement of their financial goals.

Ryan earned his Bachelor of Science in Business Administration with a specialization in Finance from Bowling Green State University and is a Chartered Retirement Planning CounselorSM (CRPC®). Prior to joining Wells Fargo Advisors in 2018, he was a Financial Advisor at both UBS and Merrill Lynch. As a Senior PIM Portfolio Manager with nearly 20 years of industry experience, Ryan provides discretionary management of investment portfolios and tailors solutions to unique client needs.

Away from the office, Ryan find’s a great deal of importance in giving back to his community. He and his wife, Linsey, sponsor an annual fundraiser for One Warm Coat and are active volunteers at their church. Ryan also supports Homes for Our Troops, the Alzheimer’s Foundation of America, Pelotonia, Junior League, the Cystic Fibrosis Foundation, Big Brothers Big Sisters, YMCA, FIRST, World Vision, the Columbus Zoo and Aquarium, Young Life, Goodwill, and Nationwide Children’s Hospital.
Ryan and Linsey live in Westerville and have two young children, Reese and Oliver. He spends most of his free time with his family, and he enjoys coaching youth sports and playing basketball.
CA Insurance License Number: 0E68772. Resident State [OH]

* The PIM program may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account for this program is $50,000.</sub>

<sub>At a very young age, Vince knew that he wanted to become a Financial Advisor and guide families through what can be a challenging arena. Now with nearly 20 years of experience in the industry, Vince is passionate about truly making a difference in the financial lives of his clients. He understands that they often rely on him for their complex financial needs, and he works tirelessly to deliver solutions – a work ethic learned from his father, a hardworking owner and operator of a Marathon service station. Vince focuses on implementing investment strategies for clients, and he has a deep commitment to helping clients identify and work toward their goals.

Vince earned his Bachelor of Arts in Business Administration from the University of Mount Union.

Prior to joining Wells Fargo Advisors in 2018, Vince was a Financial Advisor at both UBS and Merrill Lynch. As a Senior PIM Portfolio Manager, he provides discretionary management of investment portfolios and tailored solutions to meet unique client needs.

Vince and his wife Molly live in Lewis Center with their twin boys, Jackson and Blake. He and his family enjoy traveling, especially when visiting family in Mississippi. Vince’s hobbies include golf, running, snow skiing, and boating.

CA Insurance License Number: 0I57435. Resident State [OH]

* The PIM program may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account for this program is $50,000.</sub>

<sub>With nearly 15 years of experience in the financial services industry, Joe helps simplify the most complex financial situations for his clients. Through detailed discussions and research, Joe creates truly customized solutions, stringing together investments, benefits, and major life events to create a single timeline for clients. From saving for college to planning for retirement, from tax reduction strategies to generational wealth transfer, Joe cares deeply about his clients and takes his responsibilities seriously. His mission is well known – to make a positive impact on his clients’ lives now and for generations to come.

Originally from Columbus, Joe earned his Bachelor of Arts in Economics Management from Ohio Wesleyan University and is a Chartered Retirement Planning CounselorSM (CRPC®).

Joe started his career at Merrill Lynch in 2006 and joined the Bibler Finney Panfil Private Wealth Management Group the following year. After moving to UBS in 2009, Joe became a Certified Investment Management Analyst® (CIMA®) through The Wharton School of Business at the University of Pennsylvania and completed the CERTIFIED FINANCIAL PLANNER program.

Joe and his wife Amanda live in Westerville with their two young children, Ella and Christian. As a research scientist and professor at The Ohio State University, Amanda is just as passionate about her research as Joe is about his clients. They enjoy sports and music and in addition to central Ohio, Joe and Amanda have many personal and professional ties to the Findlay area in northwest Ohio.

CA Insurance License Number: 0M84185. Resident State [OH]

* The PIM program may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account for this program is $50,000.</sub>