Contact Lead Financial AdvisorDepartment: Wealth ManagementPhone: 330.345.3536 Wooster 615 Riffel Road Wooster, Ohio 44691 Areas of Expertise Financial ServicesRetirement Income Planning Portfolio Management Personal Insurance Legacy Planning Charitable Giving Strategies Planning for Business Owners My Team Josh Hartzler, CFP®, QKA®, AIF® Financial Advisor & Compliance Manager Joellen Angus Financial Services Operations Manager Rachel Teague Financial Account Manager Previous Next