OUR CORE TEAM – POITINGER WEALTH MANAGEMENT
Michael D. Poitinger, CFP®
mpoitinger@poitingerwealth.com
Michael founded PRLKW & Co. in 1987. Michael’s attention to detail, excellent listening skills and great empathy have always been symbols of his appreciation by his clients. The evolution to Poitinger Wealth Management Advisory Group allows Michael to be more effectively supported by his own team of professionals.
Michael graduated from Ohio University with a B.S. in Business Administration. He earned his certification in 1987 and Master of Science from the College of Financial Planning in 2003. He holds FINRA Series 7 & 63 registrations, as well as, Ohio Life, Health and Variable Licenses.
Michael was a Certified NFL agent for 20 years representing client contract negotiations as well as financial planning.
He has served on numerous boards and is well sought after for his extensive experience in public speaking. He has been interviewed both on radio and in publications.
David J. Malick
dmalick@poitingerwealth.com
David J. Malick is a graduate of the University of Akron where he earned his B.S. in accounting. He joined Michael D. Poitinger in 1987 and has been a vital part of the firm for over 30 years. Amongst his many duties, Dave is responsible for Client Financial Statements, Financial Plan Generation, Income Tax Planning and Preparation. In addition he oversees the Investment area, and is responsible for Broker/Dealer and Investment Advisor compliance.
Seth S. Poitinger
spoitinger@poitingerwealth.com
Seth represents a second generation committed to excellence in the financial services industry. Seth graduated Cum Laude from The Ohio State University with Bachelor’s degrees in Personal Finance (with a specialization in financial services). Seth holds Ohio Life, Health and Variable Licenses.
Diana Andrews
service@poitingerwealth.com
Diana has a BA in English from the University of Akron. She has 30 years of professional experience with a focus on client service, recruiting and office management. Her broad base of knowledge, outstanding communication skills and eagerness to assist others has made her a highly regarded team member - always ready to assist others and eager to provide the highest level of client service to make Poitinger Wealth Management shine.
STRATEGIC PARTNERS – VALMARK FINANCIAL GROUP
MICHAEL McCLARY, MBA
Michael McClary is the Chief Investment Officer of Valmark Advisers, Inc. and Valmark Financial Group, LLC. His primary responsibility is coordinating all investment management solutions for Valmark Advisers and Valmark Institutional, including TOPS®, TOPS® Strategic Allocation Portfolios, TOPS® Managed Risk ETF Portfolios and Valmark ACCESS™, and ACCESS™ Plus solutions. Mr. McClary was named by EFTReport as one of “10 Rising Stars” in 2012 and one of “10 All Stars” in 2014. He is nationally recognized as one of the first three memebrs of the IMN/Research Magazine “ETF Advisors Hall of Fame” in 2007 and is regularly published on ETF.com. In addition, he has collaborated with the Wall Street Journal, Kiplinger’s, Financial Advisor, and Research Magazine, to name a few, on ETF-related topics and has been a featured speaker for organizations such as the S&P and the Financial Planning Association. Mr. McClary holds FINRA series 7, 24 and 66 securities registrations, is a Member of the Cleveland Society of Chartered Financial Analysts®, and is a Registered Investment Advisor. He earned an MBA in Financial Management and a BBA in Finance in Financial Services, Magna Cum Laude, both from the University of Akron.
DOUGLAS WILBURN, JD
GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER
In his role as General Counsel and Chief Compliance Officer for our partner, Valmark Financial Group, Doug Wilburn is responsible for all aspects of Valmark’s legal affairs as well as regulatory compliance for Valmark’s broker-dealer and SEC-registered investment advisers. Doug’s extensive experience includes serving as Securities Commissioner for the State of Missouri; Managing Director of Wachovia Securities; Chief Compliance Officer for J.P. Morgan Chase Investment Services, WaMu Investments, and Wachovia Securities Financial Network respectively; and Financial Analyst and Investment Advisor at A.G. Edwards & Sons. Doug earned a Juris Doctor from Saint Louis University School of Law and a BA in Political Science from the University of Missouri. He is also a graduate of the Securities Industry Institute® sponsored by the Securities Industry and Financial Markets Association (SIFMA) and the Wharton School of the University of Pennsylvania.
Lexi DiRosato
Lexi Di Rosato is the Investment Client Services Coordinator for our partner, Valmark Financial Group. In addition to being the executive assistant to Valmark’s Chief Investment Officer, she is responsible for all of the duties that directly support the Valmark Wealth Advisers team. She maintains and updates presentations, marketing materials and other resources. Lexi earned her degree in Communication and Public Relations from the University of Cincinnati. She holds her FINRA Series 6 securities registration.
LYNN GOEBEL, CFP®
In her role as Vice President of Advisory Programs for our partner, Valmark Financial Group, Lynn Goebel is responsible for coordinating Valmark’s RIA programs. She serves as a liaison between advisors and home office staff to implement and supervise strategic initiatives critical to the success of Valmark and its Member Firms. In addition, Ms. Goebel is directly responsible for supervision of the ACCESS program and the Outside RIA activities, and serves as a liaison between Member Firms and the E&O carrier for coverage and related questions. Previously, Ms. Goebel was Chief Compliance Officer and Director of Compliance for Valmark Securities and Valmark Advisors. She is a national presenter for industry conferences and for Valmark’s Member Summit (formerly School of Life) and School of Excellence. Ms. Goebel earned her BBA in Finance and Financial Planning from the University of Akron, Summa Cum Laude. She is a CERTIFIED FINANCIAL PLANNER™ professional, holds FINRA Series 7, 24, 51 and 63 securities registrations, and Ohio Life and Health Insurance licenses. In addition, Ms. Goebel is a member of the Financial Services Institute Compliance Council, the National Society of Compliance Professionals, FINRA Chicago District 8 Committee [2011-2014] and the Charles Schwab Advisory Board [2014-2016].
JUDSON FORNER, CFP®, CRPC®
Judson Forner is the Vice President of Investment Operations for our partner, Valmark Financial Group. In his role, leads the teams directly responsible for processing all investment related business submitted through Valmark. In addition, he oversees the trading and RIA teams, manages relations with Valmark’s three custodial platforms and participates on the Product, DOL and Star Ranking™ committees. Mr. Forner has presented on topics such as Money Management, Financial Planning and Annuities at Valmark Member Summit (formerly School of Life) and School of Excellence conferences, as well as higher education institutions such as Ursuline College and The Ohio State University. He has been quoted in industry publications including Barron’s, Bloomberg, CNBC, Financial Advisor Magazine, and Investment News. In addition to his FINRA Series 6, 7, 24, 53 and 66 securities registrations and his Ohio Life, Health and Variable Insurance licenses, Mr. Forner earned a BBA from The Ohio State University with a focus in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED RETIREMENT PLANNING COUNSELORSM.
CHRIS FINEFROCK, MBA, CFP®
Chris Finefrock is the Senior Vice President of Investments and Financial Planning for our partner, Valmark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance, and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals. In addition to his FINRA series 7, 24 and 66 securities registrations and his Ohio Life, Health and Variable licenses, Mr. Finefrock holds a bachelor’s degree in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
PHIL JACKSON, MBA, CLU®, CFP®
Phil Jackson is the Director of Insurance Planning for our partner, Valmark Financial Group, with a focus on insurance solutions. In his role, he analyzes estate, business and retirement planning strategies specializing in life and long term care insurance. In addition to his FINRA Series 7 and 24 securities registrations, as well as Ohio Life, Health and Variable licenses, Mr. Jackson is a Chartered Life Underwriter® and a CERTIFIED FINANCIAL PLANNER™ professional. He holds a bachelor’s degree in Marketing and Business Administration from Indiana Wesleyan University, an MBA from Palm Beach Atlantic University.
FRANK LESSICK, MBA
Frank Lessick is the Senior Director of Investments for our partner, Valmark Financial Group. In his role, he is responsible for investment trading and billing operations as well as managing relationships with Valmark’s Registered Investment Adviser Member Offices. Previously, Mr. Lessick was the Managed Assets Supervisor for KeyBanc Capital Markets where he supervised the performance reporting for managed account platforms. Mr. Lessick earned his MBA from Ashland University, his BBA in Finance from John Carroll University, and is a member of Delta Mu Delta. He holds FINRA Series 7, 24 and 66 securities registrations.
