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 are 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 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 Platinum Council status by my firm every year since 2009 and was previously selected as Manager of the Year by Wells Fargo Advisors in 2012.*
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 Wealth Management Group takes great pride in holding to a client centric model. Our combined staff boasts over 200 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.
*The Platinum Council (previously known as 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 year, and professionalism. Additional criteria, including best practices and team structure, may also be used to determine recipients.
For the past 23 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 Wealth Management Group of Wells Fargo Advisors, I manage assets for individuals, trusts, retirement plans, organizations, and businesses. I have been recognized as a Platinum Council Advisor by Wells Fargo Advisors (2011-2023).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 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 200 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 Platinum Council (previously known as 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 year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
"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 22 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 have served as President of the Ashtabula Area College Committee from 2017-2022. I am currently the vice-president of the Harbor Topky Library’s Board of Trustees. 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 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 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 200 years of combined experience.
I have been in the Financial Services Industry for 44 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 Wells Fargo Advisors Platinum Council 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 29 years and have two sons, Thomas and Jacob.
1The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction 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 vision, values, & goals of the firm.
I have worked in the securities and investment industry for over 35 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 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 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.
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