BNCWP - Key Persons
Chad has over 20 years of experience in the financial services industry. He received a Bachelor`s Degree in Finance from the University of Toledo and shortly after graduation purchased an insurance office from Richard Yoder, in Wooster, Ohio. Then Chad made the decision to partner with Roger Cook and acquire Boreman-Cook Financial Services. Simultaneously, with business colleagues Nick Swigart and Eric Braunscheidel, he purchased the "Buckeye Oil" historic building on North Market Street in downtown Wooster, Ohio, which is where the company currently resides. In January 2017 Chad formed in partnership with Mark Norton, Boreman Norton Cook Wealth Partners.
Chad is married with two children and lives in the Wooster area. He is active in the community through his participation in the below listed associations:
Rotary International Board of Director, Wooster OH
Red Cross Board of Director, 2011-2012 Chairman
The Apple Creek Bank Board Director
Northwestern Local School District Former Board of Director
Member of the Republican Central & Executive Committee
Board Member Main Street Wooster
Board Member Wayne County Community Improvement Corp.
Former Board Member Wayne County Crippled Children
Cole graduated from Smithville High School in 2018 and went on to Youngstown State University to run track and pursue a degree in finance. During that time, he interned at Boreman Norton Cook Wealth Partners for a summer and decided to return after receiving his Bachelor's Degree in Finance in the spring of 2022. Joining the team in August, Cole is pursuing additional education within the industry.
Cole enjoys spending time outdoors, especially hiking, camping, and fishing. He also enjoys spending time with family and friends, reading and travel.
Job Titles:
- LPL Registered Administrative Assistant
Kathy is a native to Burbank, Ohio and a graduate from Walsh University with a Bachelor of Arts Degree in Business Administration. A 35-year veteran of the financial industry, Kathy brings a vast knowledge of client servicing. She and her husband Steve reside in Wooster and have a daughter, Caitlin.
Kathy has volunteered her time in the community in the following:
Salvation Army
Every Woman's House
People to People Ministries
Member of Wayne Presbyterian Church
Wayne County Fair
Kathy's hobbies include watching The Ohio State Football games, going to county fairs, enjoy spending time with family and friends, and in her spare time, enjoys going to craft shows, cooking and reading.
Keri has been with BNCWP for over 15 years focusing on maintaining client relationships. She is a college graduate from the University of Akron with her degree in Business.
Job Titles:
- Partner, Wealth Advisor and Certified Financial Planner®
Mark is a native of Dalton, Ohio and is a graduate from The College of Wooster with a Bachelor's of Arts Degree in Economics. Mark has over 13 years of experience in the financial services industry and has held the Certified Financial Planner ® designation since 2007. Mark joined Chad Boreman in a partnership to create Boreman Norton Cook Wealth Partners in January, 2017. He brings a vast knowledge and expertise in the financial planning and money management arenas.
He and his wife Stephanie and their three children, Ava, Anthony and Dominic reside in Wooster. He is active in the community in the following:
Member of the Knights of Columbus
Member of St. Mary's Catholic Church
Board Member for Bloomington Medical Services LLC
Past Board Member for United Way
Past Board Member for Viola Startzman Free Clinic
Past Chairman for Main Street Wooster
Past Chairman for Wayne Center for the Arts
Mark enjoys hunting, fishing, watching his children in their sporting events, spending time with family and friends, and in his spare time enjoys cooking and reading.
Nick has 20 years experience in the financial services industry. Nick graduated from the University of Toledo in 1997 with a Bachelor's Degree in Finance, and began his career in the financial services industry. He moved to the Wooster area in 2001, which he has been working with Chad since.