Focus

Born and raised in Muskingum County, I take great pride in building long term relationships with my clients, helping them with complex financial decisions and putting strategies and plans in place to help them reach their investment goals throughout their lives. It is very rewarding to watch my friends, family and clients grow professionally, personally, and financially knowing they have a tailored investment plan in place.

 

Background and experience

I have always been interested in investing and trading. While growing up I began collecting and trading and researching baseball cards. That led me to think I would pursue a career as a research analyst or trader. But I recognized my passion for working with people and building relationships with them and using my investment skills to help achieve their investment goals.

I earned my BA in Finance from the Fisher College of Business at The Ohio State University in 2003 and then continued my professional development by earning my CERTIFIED FINANCIAL PLANNER™ certification in 2009.

I started my career as a Financial Advisor at American Express Financial Advisors (now Ameriprise) then joined JPMorgan where I continued to build my career and was recognized as a top producer in 2006. In 2018 I moved over to Wells Fargo Advisors Financial Network and founded Northpointe Wealth Management.

 

Away from the office

My wife Jennifer and I have 2 children, a son Ashton and a daughter Avery. We live in Muskingum County and enjoy traveling, barbequing with friends and spending time snowboarding and skiing. I also enjoy golfing, fishing and working on my 100 acre tree farm.

Focus

I have always been interested in finance and the investing in stock market. I enjoy using my knowledge and experience to help people put planning and investment strategies in place to help them save for retirement and address their financial goals throughout their lives.

 

Background and experience

I earned my BA in personal and managerial communications from Ohio University and began my career in financial services at Western & Southern as a Financial Advisor. I continued to build my career at Chase JPMorgan and then PNC before joining Mike Nesselroad (Managing Partner) at Northpointe Wealth Management.

I bring over 15 years of experience and I pride myself on focusing on each person’s specific needs. My mission is to provide every client with targeted, comprehensive financial advice and investment management, delivered with the highest level of personal service and professional integrity.

Away from the office

In my free time I enjoy spending time with my wife Carrie – who is an artist and helping out at local events and functions to help the local art community grow. I also enjoy playing golf.

Focus

Throughout my 40 years of experience in banking and financial services I recognize the importance of creating solid relationships with our clients and truly listening to them so I can provide the customized, personalized attention they deserve.

 

Background and experience

I began my career at Chase Bank and gained experience and insights by holding many different roles over the years including branch manager.

In 2005 I moved into the investment side of the bank and earned my Series 7 securities registration and began working with Mike Nesselroad (Managing Partner) as his sales assistant. I joined Mike when he moved to Wells Fargo Advisors Financial Network in 2018 and formed Nesselroad and Associates which then became Northpointe Wealth Management.

Now as a Registered Client Associate, I work with our team and clients to provide outstanding service to answer questions, expedite transactions and resolve service dilemmas.

 

Away from the office

In her spare time, Debbie enjoys vacationing with her husband in warm, sunny climates. She has two sons and loves being a grandmother to her two grandsons. Debbie is an avid Ohio State Buckeyes fan and enjoys spending time with her friends and family.

Focus

I truly enjoy working with people and take great pride in being a friendly, approachable resource for our clients as I help them with their account maintenance needs and provide answers to their questions. It’s my nature to take that extra step to help people and provide outstanding service.

 

Background & experience

My educational background includes earning my associate degree in human resources from Zane State and my bachelor’s degree in social work form Mount Vernon Nazarene University.

I joined the team at Northpointe Wealth Management in 2022 and help clients with account openings, paperwork, check deposits and money transfers.

Prior to joining the team I worked as a Social Worker for 15 years where I provided counseling, case management, services for the elderly and after hours crisis screening. I truly embraced my ability to connect with people and provide the help they needed.

 

Away from the office

I am engaged to be married in October of 2023 and enjoy spending time with my fiancé and my three children. I also stay active swimming, traveling and spending time with friends and family.

Focus

Having lived in Coshocton County my entire life, I have been helping individuals, families and business owners reach their goals and watching them enjoy their retirement with a sound investment or wealth plan.

 

Background and experience

I have over 17 years of experience as a Financial Advisor. I began my career as a Financial Advisor at AXA Equitable for 2 and then 15 years at JP Morgan Chase prior to joining Wells Fargo Advisors Financial Network.

My educational background includes earning my bachelor’s degree in business administration from Devry University.

I have always been interested in the financial markets and the economy so pursuing my career as a Financial Advisor allows me to combine my interest in finance with my passion for helping my clients put strategies and plans in place to address their financial goals throughout their lives. It always fills me with great pride as I watch my clients retire successfully and enjoy their retirement as a result of the work we have done together.

 

Away from the office

I live with my longtime girlfriend Heather, our 2 dogs Maverick and Rocky and our cat Larry. I enjoy hunting, traveling to Florida and spending time with friends and family.

Focus

My favorite aspect of being a Financial Advisor is the relationships I can develop with our clients. It is a great feeling to stand beside them and help create investment plans to address their needs throughout life.   

 

Background and experience

My educational background includes earning my bachelor’s in business management from Ohio University.

I began my career in financial services at JPMorgan Chase Bank as a Banker then Licensed Banker, where I worked for 6 years prior to moving into an advisor role. After three years in that role, I joined Mike Nesselroad (Managing Partner) and Northpointe Wealth Management of Wells Fargo Advisors Financial Network.

As a Financial Advisor my main goal is to listen to the goals our clients want to accomplish and deliver planning strategies to help guide them as they navigate the financial side of life.

 

Away from the office

My wife and I have been married for 6 years and live just outside the town of Dresden, Ohio. We enjoy being active and spending time together outdoors on walks, and hikes.

Focus

As a Client Associate, my role on the team is to assist our clients and our team of advisors in many key areas of our day-to-day operations and activities. I interact with our clients to perform account maintenance, prepare and process documents, handle daily deposits and distribution requests. I strive to provide a personalized experience that allows our clients to get access to the advice and assistance they need while enjoying the process along the way.

 

Background and experience

My educational background includes earning my Bachelor of Science in education (k-9) from Ohio University. I began my career and spent 21 years in retail management before moving to Financial Services.

I gained my experience in financial services working for The Community Bank for 8 Years. I started as a customer service representative and continued my growth serving as the Assistant Office Manager, Training Specialist, Assistant Vice President of Human Resources and as a Training Officer.

Our team works well together and takes great pride in providing outstanding service to our clients.

 

Away from the office

My husband and I have a dog (Pug) named Mia and a cat named Vinny. We stay active and I enjoy yoga, hiking, boating and spending time with family and friends.