Broker Check

Team

Pictured (left to right, top to bottom):
Keri Litman, Mark C. Norton, Kathy A. Martin
Chad Boreman, Nick Swigart

Chad Boreman

Partner, Wealth Advisor

(330) 263-7800

(330) 263-7878

chad@bncwp.com

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...

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Mark C. Norton

Partner, Wealth Advisor and Certified Financial PlannerĀ®

(330) 263-7800

(330) 263-7878

mark@bncwp.com

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...

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Nick Swigart

LPL Registered Assistant

(330) 263-7800

(330) 263-7800

Nick@bncwp.com

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...

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Keri Litman

Executive Assistant

(330) 263-7800

(330) 263-7878

Keri@bncwp.com

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.

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Kathy A. Martin

LPL Registered Administrative Assistant

(330) 263-7800

(330) 263-7878

kathy@bncwp.com

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...

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Cole Smith

Client Service Associate

Cole@BNCWP.com

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...

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