Our Team

Eric has over 20 years of experience in the financial services industry.  He specializes in Comprehensive Wealth Management with a focus on retirement and estate planning strategies.  Eric believes that a comprehensive investment plan that explores all financial and lifestyle goals can help clients accumulate, preserve and distribute wealth.  His goal is to help clients realize their life dreams and aspirations and then help them achieve those goals.  He takes time to thoroughly answer clients’ questions and explain investment concepts and strategies in easy-to-understand terms.  Eric founded Scioto Wealth Advisors in 2010 with a vision of providing clients with a complete financial institution.

Eric graduated from the University of Kentucky in 1997 with a Bachelor’s degree in Health Care Administration / Finance. He holds his Series 7, 24, 31, 63 and 65 securities registrations as well as his Life and Health Insurance licenses. Eric also holds the Chartered Retirement Planning Counselor, CRPC® certification. 

Eric founded the MJF Fund for Cancer Research in memory of his parents, Malcolm and Joyce Friedman, who both lost their battle with cancer.  He is co-founder and board member of Families for a Cure Foundation, which is dedicated to raising donations for cancer research and patient care programs through local community events.  He is also a volunteer and sponsor for the Columbus American Cancer Society. Eric and his wife Cassie have three children and currently reside in Upper Arlington.

In 2016, 2017, 2018, 2019 and 2020 Eric received the Five Star Wealth Manager award.  He is honored to be a recipient because 7% of wealth managers in the Columbus area receive this award in 2020. Recipients are selected from nominations by peers or firms and awards are based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and complaint history.

In 2016, 2017, 2018, 2019 and 2020 Wells Fargo Advisors Financial Network recognized Eric as a member of the firm’s Premier Advisor Program.  The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network 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.

 

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one clients’ experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,048 Columbus wealth managers were considered for the award; 71 (7% of candidates) were named 2020 Five Star Wealth Managers. 2019: 1,061 considered, 79 winners; 2018: 1,165 considered, 67 winners; 2017: 828 considered, 71 winners; 2016: 712 considered, 112 winners.

Since 2003, Lucas has been advising individuals and small business owners on their investment planning needs. He takes people through a process to learn what is important to them financially. Then, he develops comprehensive strategies to address all of their needs. Typically his clients are looking for advice in four key areas:

• Investment management
• Liability management
• Insurance
• Planning strategies

Lucas understands that each of his clients are unique, and their financial strategies should reflect that. While his planning is comprehensive, he strives to personalize each plan to fit each client’s specific needs. He also maintains flexibility and transparency in his plans, because he recognizes how investment goals may change over time. Making sure wealth continues to work in support of goals takes careful planning, and he can help you navigate the complex choices available.

Lucas is originally from the Pittsburgh area and graduated from John Carroll University in Cleveland, Ohio. He went on to earn a PhD in Molecular Biology from the University of Toledo in 2001. Lucas and his wife Liz live in Dublin and have three children. Away from the office Lucas enjoys golf, travel and spending time outdoors with his family.

Starting in 1987 with a small brokerage firm that specialized in municipal bonds, Mark has spent his career dedicated to helping clients achieve their financial goals. Backed by the vast resources of Wells Fargo Advisors, Mark helps each of his clients develop an investment plan and design a portfolio that is customized to address their unique needs.

By balancing risk vs. reward, income, and growth of personal income Mark has developed many long standing relationships with clients that have endured the ups and downs of the markets. Indeed, Mark has always operated under the assumption "that his clients are as concerned with a return of their principal as they are with a return on their principal". Using stocks, bonds, mutual funds, ETF's (or alternatives) Mark has helped build investment portfolios that stand the test of time.

Mark graduated from The Ohio State University in 1979, where he majored in history and minored in economics and political science. Mark spent his early years after college as a high school teacher and freshman wrestling coach. Mark's first twelve years in the investment business was with Sweney Cartwright and Company. At Sweney, he was involved in municipal bond underwriting and institutional bond trading as well as individual investor portfolio construction. He later joined A.G. Edwards which became Wells Fargo Advisors.  Mark joined Scioto Wealth Advisors in 2021.

Outside of work Mark is married and has three children (ages 26, 22, 15). He and his family live in Upper Arlington Ohio. He is a member of Trinity United Methodist Church, Scioto Country Club, OSU Golf Course and the OSU Alumni Association.

With over forty years of investing experience, Mark has weathered more economic cycles than most.  He utilizes his accrued wisdom to help clients understand and feel comfortable with their investments.

Not all investments are suitable for every client.  Whether saving for the children’s education, purchase of a second home, or a long and enjoyable retirement, Mark will personalize your investments to pursue your goals, within your timetable and within your acceptable risk tolerance.  Personalized service is what it is all about for Mark.

Mark most enjoys dealing with clients that want to be involved in their investments, that want to know what they own, and why what they own is right for their portfolio.  This approach has helped Mark achieve second and third generations of families who invest with him.

A native of Columbus, Ohio, Mark joined the United States Navy and spent 5 ½ years as a Navy corpsman.  He returned to Columbus to attend The Ohio State University.  Graduating in 1979, Mark joined A. G. Edwards as a stockbroker and later as a vice-president of investments.  He enjoyed mentoring many new stockbrokers into the firm.  A. G. Edwards eventually became Wells Fargo Advisors. 

On a personal level, Mark and his wife Janice live near Grove City to be near their daughter and her family.  His two passions are his granddaughter and the game of golf.  When they can get away, they enjoy visiting their log cabin in northeast Tennessee, where Mark can be found working on projects or cutting down trees.

Erica Weiser is a Senior Registered Associate with Scioto Wealth Advisors. Her primary roles include supporting and assisting our valued clients, maintaining high standards of compliance, and ensuring smooth daily operations.

Erica began her career with UBS Financial Services in 1997 and helped transition the business to Scioto Wealth Advisors in 2010. An honors graduate of Denison University, Erica holds the Series 7, 63, 65 registrations and Ohio Insurance Licenses and serves as a Notary Public.

In 2012 Erica was selected by Wells Fargo Advisors Financial Network to serve on the Client Associate Advisory Board, which is comprised of approximately 10 Wells Fargo Advisors Financial Network associates across the United States who serve as a liaison between the home office and the field to provide suggestions and recommendations on best practices that would be beneficial for other Wells Fargo Advisors Financial Network owners and associates. Since then, she has been an active participant in the Ambassador Program, providing insight on new tools, products, and services, and offering ideas on ways to make our existing offerings better for Wells Fargo Advisors Financial Network associates and clients.

Erica currently resides in Lewis Center with her husband, Ryan, and her two children. She serves on the Altar Guild at St. Andrew’s Anglican Church and enjoys reading and spending time with her family.

Jess comes to us with over eight years of financial services experience.  At Scioto Wealth Advisors, she ensures that our clients’ administrative and operational needs are handled accurately and quickly.  Jess helps assist clients with the day-to-day administration of accounts, including opening new accounts, updating existing account information, processing deposits and disbursements, and managing account transfers.  Her knowledge, experience and commitment help to provide the highest level of client service. 

Internally, she is responsible for ensuring the team maintains records of compliance with all regulations for Wells Fargo Advisors Financial Network and industry regulators.

Jess graduated with a Bachelor of Science degree from The Ohio State University and currently holds FINRA Series 7 and Series 63 registrations as well as an Ohio Insurance license.

Jess lives in Columbus and enjoys trying new restaurants and attending live concerts.