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Jeffrey L. Wendel

CEO, Financial Professional



Jeffrey Wendel, with over 15 years in the financial services industry, knows that when you have retirement in sight, sound decisions are vital in helping you pursue your goals and help avoid costly mistakes that can affect your future.

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Tricia Tobias-Homan

Operations & Marketing Administrator


Tricia is our Administrator of Operations and Marketing. You will find her behind the large bay windows in our Home Office in Ft. Recovery, always on her computer. She is a 2001 graduate of Greenville High School, and a 2004 Graduate...

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Cole Wendel

Jr. Account Services Representative


Cole Wendel is a proud graduate of Fort Recovery High School, class of 2015, where he was born and raised. Being the oldest of 4 children, Cole became an admirable role model for his younger siblings. While in High School, Cole was a...

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