WRIGHT FINANCIAL GROUP - Key Persons
Job Titles:
- Client Service Representative
Ana Wright is a native of Lima, Peru, and has lived in Toledo, Ohio for the past decade. She graduated from Tecsup University in Lima with a degree in Electronics and earned her IT and Marketing degrees from ITT Technical Institute in Florida. Ana is married to Matthew Wright and has three beautiful children, Olivia, Jacob, and Ethan. She enjoys working with clients in the area of customer service and creating "the wow experience" for our clients.
David M. Wright, CLU, ChFC is a 35-year veteran of financial services and has worked with families, individuals, and businesses in virtually all areas of the industry. He is Series 65 licensed and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm located in Ft. Lauderdale, FL. As a pre- and post-retirement advisor, he has helped hundreds of people maximize the utility of their money with income-generating financial tools and strategies. David currently resides in Sylvania, Ohio with his wife Marcia. He has two sons and three beautiful grandchildren, Olivia, Jacob, and Ethan. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.
Job Titles:
- Dave 's Administrative Assistant
- New Business
Michele Swartz has been Dave's Administrative Assistant for 21 years and is a valuable, experienced member of Wright Financial Group. She handles client services and new business operations daily and is well-known and respected by our clients. Michelle lives in Perrysburg, Ohio, is married, and has a daughter who lives in Canton.
Job Titles:
- Advisor
- Client Service Representative
Nick Norvell is a dedicated professional in the field of financial services. Born and raised in Toledo, Ohio, Nick has deep roots in the community and a genuine commitment to its prosperity. He began his successful career after graduating from the University of Toledo in 2019.
With a strong foundation in financial services and a deep understanding of his clients' needs, Nick is a trusted advisor for individuals and businesses alike. He combines his knowledge with genuine care for his clients, providing personalized financial solutions to help them achieve their goals.
Currently residing in Toledo with his girlfriend, Tori, and their beloved black lab, Tux, Nick understands the importance of family and companionship. Away from the office, he enjoys spending quality time with loved ones.
An alumnus of Bowling Green State University, Riley Carson brings her experience and enthusiasm to the team. Riley manages multifaceted marketing campaigns and coordinates educational workshops both online and locally. Her dedication to crafting innovative marketing strategies extends beyond the business realm; for her, it's also about building meaningful connections. By incorporating Wright Financial Group's vision into every campaign, seminar, and interaction, Riley ensures that clients receive expert financial guidance while becoming part of a community committed to securing their retirement dreams.