WEALTH HEALTH - Key Persons
Alissa received her Bachelor's from Bowling Green State University, and her Master's from Baldwin Wallace College in Educational Technology. Prior to joining the team, she was a 6th grade teacher in Avon, coached basketball, and volunteered as the recycling club advisor. She has been an active member at Providence church where she has served as a Sunday school and vacation bible school teacher since 2007. She also volunteers as a member of the French Creek Foundation, working on the Avon Christmas Tree Lighting Festival, as well as decorating the planters within the Avon French Creek District. When she is not at the office, she is active in coaching soccer for her kids and keeping Clint in line, who she affectionately refers to as her 5th child!
Amanda brings a variety of skills to Wealth Health, LLC. She has an extensive professional background in the fields of accounting, financial analysis, and marketing. Amanda has knowledge of many programs; including her love for excel, which assists the team in reporting and analysis. She is a graduate of Baldwin-Wallace College, where she received her Bachelor of Arts degree.
Amanda resides in Avon and is a lifelong resident. On the weekends, you can find her spending time with her husband, Scott, daughter, Amelia, and son, Benjamin. She loves being a mom and making home improvements. Amanda is also an active member of her church.
Clint focuses on uniquely providing tax and legally structured financial plans. He is a fully registered financial advisor with his series 6, 7, 63, and 66 registrations and life, health, and annuities licenses, as well as being an Accredited Investment Fiduciary. In short, fiduciary duty is considered the highest standard of care. In addition, he is an attorney licensed to practice law in the states of Ohio and Florida. He personally prepares over 400 tax returns each year and oversees an additional 1,100, enhancing our ability to serve by using our three-tiered approach in managing the following three companies.
Job Titles:
- Chief Operating Officer
- Tax Consultant
Job Titles:
- Client Service Specialist
Janet is part of the client services team here at Wealth Health. Whether it's greeting you at the door or answering your call, she ensures excellent customer service and satisfaction. She handles paperwork processing, transfers, and document retention, as well as scheduling client meetings and maintaining our CRM system.
Janet is a graduate of Ambassador University, where she received her Bachelor of Science in Business Administration. She has an extensive professional background in the fields of business operations, finance, and human resources, working across a broad range of industries.
Janet resides in North Ridgeville. She loves to spend time with her family, travel, jump into home projects, and read a good book. Janet is also the local treasurer of her church and a member of its national music team.
Job Titles:
- Attorney
- Member of the Trumbull County Bar Association
Jessica is an attorney licensed to practice law in the states of Ohio and Florida. She also holds her life and annuities license. Jessica focuses her practice on estate planning, probate administration, probate avoidance planning, trusts, tax law, and business formations.
She received her bachelor's degree in Political Science from Westminster College. Jessica enjoys politics and volunteered for several campaigns while in college. She went on to graduate from the University of Akron School of Law with her Juris Doctor degree.
Jessica is a member of the Trumbull County Bar Association where she serves as co-chair of the Young Lawyers Committee and is a part-time Magistrate at Mahoning County Probate Court. She is responsible for planning networking, charitable, and continuing education events. She is also a member of the Ohio State Bar Association, the Florida Bar, Mahoning County Bar Association, vice-chairman of the Howland Park Board, and the chairperson for the Howland Township Tree Lighting Festival.
Jessica is Clint and Doug's sister-in-law. She is married to their oldest brother, Glenn. Together they have two children, Gianna and Gavin. She and her family reside in Howland, Ohio. When not in the office, Jessica enjoys spending time with family and friends, volunteering for various organizations, and going to the racetrack where her husband drives the #32 NASCAR Whelen late model.
Kathy has worked in accounting for the last 16 years, specializing in business and individual income tax as well as compliance. Nine of those years were spent working for the IRS. She received her Bachelors in Business Administration and Master's of Accountancy with a focus in Taxation from Cleveland State University in 2006.
Kathy resides in Columbia Station. When she is out of the office, she enjoys spending time with her family, traveling, attending a local sporting event or a show at Playhouse Square, or working on a home project.
Job Titles:
- Certified Public Accountant
- Controller
Kelly has been a Certified Public Accountant for the last 16 years specializing in small business and individual income tax. She is a member of the Ohio Society of CPAs and The American Institute of CPAs. She started her first public accounting position in November of 2000 while still working toward her degree. She received her bachelor's in business administration from Kent State University in December of 2001.
Kelly resides in Avon with her husband, Thad, and their daughters, Grace, Caroline and Meredith. When she's not in the office, you will find her spending time with her family, traveling, at an Indians game, or coaching her daughter's volleyball or basketball team.
Job Titles:
- Client Service Specialist
Megan is part of the client services team here at Wealth Health. Whether it's greeting you at the door or answering your call, she ensures excellent customer service and satisfaction.
Megan is a 2006 graduate of Clearview High School. She has almost 10 years of experience in administrative and receptionist work.
Megan resides in Elyria. When she's not in the office, you can find her spending time with family or reading a good book. Baking is a hobby of hers, and she is always looking for new cupcake and cake ideas!
Job Titles:
- Client Service Specialist
Rachel is part of the client services team here at Wealth Health. Whether it's greeting you at the door or answering your call, she ensures excellent customer service and satisfaction. She handles paperwork processing, transfers, and document retention, as well as scheduling client meetings and maintaining our CRM system.
Rachel is a 2012 graduate of Avon Lake High School. She previously worked at University Hospitals as a receptionist and has an extensive history in childcare. Rachel is working toward earning her financial registrations to enhance her ability to serve.
Rachel resides in Avon Lake. On the weekends, you can find her spending time with her husband Jim and daughter Genevieve. She loves to travel, uncover new hot spots in the Cleveland area, sing at the office, and turn normal conversations into musicals. Rachel is also an active member in her parish.
Job Titles:
- Financial Advisor
- Financial Advisor With Series 7
Ron focuses on tax-structured financial plans. Ron is a financial advisor with Series 7 and 63 securities registrations and life, health, long-term care, and annuities licenses. Ron is also authorized to offer Medicare Advantage, Medicare Supplements, and Medicare prescription drug plans through numerous insurance carriers, and he prepares over 100 tax returns per year. He is a graduate of Cleveland State University.
Ron resides in Sullivan, Ohio, with his wife, Kerry, on their horse farm where they train and breed horses. On weekends, you will find Ron and Kerry taking care of their farm, horses, and German Shepherds, or traveling to the local thoroughbred race tracks. Ron also spends time volunteering.
Tyler is a part of the internal operations team here at Wealth Health. He prepares account reviews and runs reports on a regular basis.
Tyler is a 2012 graduate from The Ohio State University, with a degree in Finance. He previously worked at Huntington National Bank as a Senior Bank Teller, providing supervisory and operational support, as well as assisting customers on a transactional basis. He is currently working toward receiving securities registrations to broaden his financial knowledge and enhance his ability to serve you.
Tyler resides in Westlake, Ohio. When not in the office, he enjoys traveling, checking out the local hot spots, spending time with family and friends, and cheering on his Ohio State Buckeyes, as well as the Cavs, Indians, and Browns.