Meet Our Team

For nearly 40 years I have had the privilege of being a trusted advisor to numerous families and institutions primarily in the Ashtabula area.

My focus has always been clients first and to treat people the way that I would want to be treated. So, I first begin by listening – listening to client’s concerns, sensitivities, and goals, and understanding their family’s relationships and ambitions. The scope of our advice does not begin and end with investments but includes advice on Social Security, risk management, long term care, and effective estate planning strategies. We employ a discriminating investment style applying primarily outside and independent research. Wealth and its creation is a by-product of many years of labor which I take very seriously and building it can be just as much about not losing it as getting sufficient return on it. We make it a point to focus on both.

I am a graduate of the Indiana University and hold the designation of CERTIFIED FINANCIAL PLANNER™ professional in addition to being an active member of the Investments & Wealth Institute. As the founding associate of Huffman-Mayer-Paolo Wealth Management Group of Wells Fargo Advisors, I have particularly enjoyed working with exemplary staff who all share our mission to serve our clients with excellence. I have been awarded Premier Advisor status by my firm every year since 2016 and was previously selected as Manager of the Year by Wells Fargo.¹

My charitable interests and involvement are numerous but I particularly enjoy my church and the fellowship surrounding my community and am a past president of Kiwanis and the Ashtabula Chamber of Commerce.

More than anything else. I am most proud to be the father of eight children who have matured into their own right to be productive, useful citizens in our great country with spouses who are every bit as delightful. My fourteen grandchildren are also a great sense of pride and joy. When not pursuing family events I enjoy travel, hiking, and refereeing basketball games.

Whether our clients are in the accumulation, preservation, or distribution phase of their financial lives, everyone here at Huffman-Mayer-Paolo Wealth Management Group takes great pride in holding to a client centric model. Our combined staff boasts over 285 years of experience in financial services who consistently deliver professional and caring expertise. If you are not already enjoying our group, I sincerely hope you will.

_{¹The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.}

For the past 21 years, I have had the privilege of being a trusted advisor to families and institutions in Northeastern Ohio. I am a graduate of Wright State University with a joint degree in accounting and finance. I have earned two professional designations which complement my years of experience. As a Chartered Retirement Planning Specialist℠, I have completed an intensive program of study focused on all aspects of retirement planning. I earned the Certified 401(k) Professional (C(k)P®) designation from UCLA’s Anderson School of Management.

As a senior member of the Huffman-Mayer-Paolo Wealth Management Group of Wells Fargo Advisors, I manage assets for individuals, trusts, retirement plans, organizations, and businesses. I have been recognized as a Premier Advisor by Wells Fargo Advisors (2011-2021).¹

I believe community involvement is extremely important, and currently serve on the board of Growth Partnership for Ashtabula County and have previously served on the boards of the Ashtabula Chamber of Commerce and Ashtabula’s Speech, Hearing, and Rehabilitation Center. I serve on the Executive Committee for Ashtabula’s annual Heart Walk through my involvement with the American Heart Association. I am currently a member and was previously president of Geneva’s Rotary Club. I am a graduate and former board member of LEADERship Ashtabula County and a past board member of Ashtabula’s YMCA.

Outside of the office I am kept busy with my two daughters, Reese and Nora, and my wife, Allison. I am an avid golfer and lifelong Cleveland sports fan.

Everyone at the Huffman-Mayer-Paolo Wealth Management Group takes pride in offering personalized guidance and analysis to create investment plans that help meet the investment goals and risk tolerances of our clients. We practice a hands-on approach that includes ongoing communications, active portfolio management, the use of research and investment tools, and more than 285 years of combined experience. I strive to maintain constant contact with my clients and to understand the motives behind their hopes, dreams and aspirations. I believe this helps me to have the greatest positive impact on my client’s lives.

_{¹The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.}

I strongly believe in being a collaborative, dedicated, and holistic financial advisor in order to help guide you through every stage of your financial life.

My key skills include:

Retirement Planning
Helping you cross the bridge from working to retirement.

Long Term Care Specialist
Creating strategies for eliminating financial risks.

Certified Divorce Financial Analyst
Providing expertise related to the financial issues of divorce.

I’ve worked in the Financial Services industry for 36 years, specializing in helping families make good financial decisions to build generational wealth and allow them to live their best lives.

I’ve assisted clients with budgeting, home financing, saving for education, insuring for life and long-term care, investing for retirement and estate strategies, taking a holistic approach to family finances.

I’ve always believed in the team approach. I will collaborate with your trusted Real Estate and Tax advisors as well as your Divorce, Family or Estate Planning Attorney to consistently support your financial goals.

 

* The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

**Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your tax advisor and or lawyer to help you meet your financial goals.

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten be unaffiliated insurance companies.

"With a background in banking, I have a broader understanding of one's entire financial picture – including assets and liabilities. I believe this can often be of benefit to clients."

I began my financial services career with Lakeview Federal Credit Union. In 2005, I joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors (formerly Wachovia Securities). I have served Ashtabula area investors for 20 years. I have earned and maintain the Accredited Asset Management Specialist℠ certification from the College for Financial Planning.

I am a life-long Ashtabula resident and recently married to my wife Devaron with our two kids Charleigh and Gage. I am a graduate of Ashtabula High School as well as Kent State University. I am dedicated to our community and have a strong personal desire to see it prosper. I currently serve as President of the Ashtabula Area College Committee. I am also a board member of the Harbor Topky Library, as well as the Paul A. Demshar Foundation. In my free time I enjoy playing golf and following Cleveland sports teams.

My mission is to help provide sound financial advice and value-added service to investors – always striving to build long-term relationships based on mutual trust and respect. With my background in banking, I have a broad understanding of one’s entire financial picture – including assets and liabilities.

"Our team has a breadth and depth of experience that allows us to guide clients through the ever changing financial landscape. We have access to top-level research that helps in the asset allocation process at the start of the relationship and well beyond."

As a lifelong (and fourth generation) resident of Ashtabula County, I take a great deal of pride in my community. I earned a BA in Finance from Mount Union College and an MBA in Finance from Case Western Reserve University’s Weatherhead School of Management. I live in Geneva, OH, with my wife, Allison, and our three children, Graham, Sawyer, and Julia.

As a consultant, I take pride in helping clients identify and meet their individual financial goals. I believe strongly in the relationship between investment planning and long-term financial goals, and am an advocate for value-oriented investing. In the office, I divide my time between client relationships and researching economic and company-specific issues.

Prior to joining the Huffman-Mayer-Paolo Wealth Management Group in 2013, I spent more than five years in equity research with Longbow Research. While there, I participated on teams which were recognized for outstanding institutional research by the Wall Street Journal (2012) and StarMine/Financial Times (2010, 2012). Previously, I served in a series of roles with Bank of America, culminating in a position as a Senior Credit Analyst.

Away from the office, I enjoy cooking, following Cleveland’s professional sports teams, and spending time outdoors with my family.

Everyone at the Huffman-Mayer-Paolo Wealth Management Group takes pride in offering personalized guidance to create investment plans that best reflect the investment goals and risk tolerances of our clients. We practice a hands-on approach that includes ongoing communications, active management, the use of research, and more than 285 years of combined experience.

I have been in the Financial Services Industry for 42 years working in many aspects of branch support. I hold FINRA registrations including Series 7, Series 9/10, Series 63, Series 65 registrations, as well as insurance and annuity license.

I am originally from Pittsburgh and lived there until moving to the Lake Erie region in 2007. I love living in the country close to the lake despite the winters. I have actively served as a volunteer for the Boy Scouts, first as a Committee member and then as Committee Chair. I also was an Assistant in the local Venturing Crew for two years. I am a lifelong Pittsburgh sports fan and enjoy the friendly rivalry in the office.

I have been recognized as a Premier Client Associate from 2013-2017 and was recognized as an Elite Service Professional in 2018.¹ I was awarded Team Member of the Year in 2014² and served a two-year term as a member of the Client Associate Advisory Council for Wells Fargo Advisors which is comprised of 22 client associates from around the country who identify trends in areas of the firm that need improvement. I have been married to my husband Tom for 28 years and have two sons, Thomas and Jacob.

_{¹The Premier Client Associate recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.}

_{²The Team Member of The Year award is given to team members for their service and commitment to the values of the firm.}

I have worked in the securities and investment industry for over 32 years. After beginning my career at A. G. Edwards & Sons, a predecessor firm to Wells Fargo Advisors, in Mentor, Ohio, I moved to our Ashtabula location in 1993. I currently serve as a Senior Client Associate – Assistant Vice President for the Huffman-Mayer-Paolo Wealth Management Group of Wells Fargo Advisors.

I earned my Associate Degree in Business with a minor in Accounting from Lakeland Community College.

I am our team's point of contact for clients and strive to deliver excellent client service. I bring a positive, can-do attitude that drives our first-class experience. I believe helping clients is never a burden, it is a purpose. I take great pride in helping our clients receive the personal service they deserve. I enjoy being a part of this dynamic financial advisory and look forward to serving our clients in the future.

I am a lifelong resident of Geneva, OH, where I reside with my husband, Tony. We have two daughters, Leah and Alexis.

I am the newest member of the Huffman-Mayer-Paolo Wealth Management Group of Wells Fargo Advisors.  As a Client Associate, I use my previous industry experience and newly gained knowledge of the company’s processes to provide the best client experience possible.

I’ve been in the Financial Services Industry for 15 years providing support to both advisors and clients.

Originally from Lake County, OH, I recently moved to Ashtabula County with my husband, Tom.  I am a stepmother to a wonderful young man and a mom to many furry, four-legged, creatures.

I am new to the financial services industry but have worked in hospitality management for five years as a Front Desk Associate and then as an Assistant General Manager.

I have an Associate’s Degree in Travel & Tourism from Pittsburgh Technical College and have worked at many jobs during my college career in Pittsburgh, but find all aspects of customer service my favorite.

I was a Life Scout, Venturing Scout, and in the Order of the Arrow throughout my scouting experience. I also worked as a camp counselor for three years prior to leaving for college.

I live in Springboro, PA, and am originally from Pittsburgh.