Team

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...

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...

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...

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.

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...

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...