Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelors of Science (B.S.) in Business; Financial Services, Wright State University

Awards & recognition

  • Five Star Wealth Manager, 2019-2023
  • Ameriprise Client Experience Award, 2021 - 2022

Previous experience

  • Fifth Third Bank - Licensed Personal Banker, 2011-2015
  • PNC Bank - Licensed Financial Sales Consultant, 2008-2010

Community participation

I am very involved in Wright State University and the Washington-Centerville Public Library.

2023 - Current - Treasurer, Heart of Centerville and Washington Township

2023 - Current - Board Member, Centerville Washington Foundation

2018 - Current - I serve as a member of the Financial Advisory Committee that reports to the Board of Directors for the Washington-Centerville Public Library.

2019-2022 - President, Heart of Centerville and Washington Township

2016-2022 - Treasurer, Friend of the Washington Centerville Public Library

Interests

My wife Marie and I live in Centerville and are very active, both in the community and in our lifestyle. I work with the Heart of Centerville Washington Township with small business owners and work to grow our business together as a community. Our new Centerville office location will give me the opportunity to work deeper within our community.

We welcomed our first child, baby Charlotte Harper Wysong on January 18, 2019 and are loving watching her learn and grow. You will most often find us asking for a babysitter so we can go on a long run together, or run a race, or go hiking or biking outdoors.