Wayne maintains dual roles at Cedar Brook Group as the Manager of Data Analytics and a Financial Planner. Wayne’s responsibilities as Manager of Data Analytics include processing & auditing all RIA billing, helping manage company financials, monitoring & maintaining multiple databases for advisor & company use and being involved in various company initiatives. He has widespread knowledge of the operations that are within the financial planning industry, which allows him to be a great resource for Cedar Brook Group in multiple capacities.
Before converting to his current dual role, he spent 8 years working with an established Financial Planner to help manage client relationships, onboard new clients and facilitate the financial planning process. He enjoys learning his client’s financial goals and helping them come up with a roadmap to achieve those goals.
Wayne holds both his Series 7 and Series 66 licenses, as well as his State of Ohio Life, Accident & Health Insurance License. Wayne received his Bachelor’s degree in Economics—with a minor in Finance—from Heidelberg University.
Outside of the office, Wayne resides in Cuyahoga Falls and enjoys spending time with his wife, Krista, and their two German Shepherds. He also enjoys staying active by running, biking, hiking and playing softball with friends. In the summer months, you’ll find Wayne on the trails of the Cuyahoga Valley National Park or at a local baseball game.