For over 20 years, I have been partnering with families and business owners, understanding what is important and helping build personalized investment strategies. I enjoy working closely with you and your other trusted professionals to help determine the most appropriate financial strategy to achieve your goals. This could include business retirement planning, insurance strategies, building a personal retirement plan, saving for education or creating a regular flow of income for retirement.
I grew up in Wadsworth, OH where I currently live with my wife, Cathy, and our two sons, Luke (17) and Eli (14). Currently, I serve on the board of directors for Main Street Wadsworth and I am a member of the Wadsworth Chamber of Commerce.
My branch office administrator, Mary Brandon, has over 25 years of industry experience. Our branch team is dedicated to providing you with the highest level of service possible. We are proud to partner together with you to keep you on track to reach your goals.
Please call us when we can be of service to you.
Focus areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Portfolio Reviews
- Socially Conscious Investing
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Hiking
- Mountain Biking
- Outdoor Enthusiast
Office Information
Phone Number
Rod Loveless at (330) 335-5555- Will Kurtz
- Registered Branch Associate
- Mary Brandon
- Sr. Branch Office Administrator
- Brett Weeter
- Branch Office Administrator
Branch Team
| Weekday | Availability |
|---|---|
| Monday | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tuesday | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wednesday | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thursday | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Friday | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Saturday | Closed |
| Sat | Closed |
| Sunday | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Monday | 08:00AM - 04:00PM |
| Mon | 08:00AM - 04:00PM |
| Tuesday | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wednesday | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thursday | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Friday | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Saturday | Closed |
| Sat | Closed |
| Sunday | Closed |
| Sun | Closed |
- Will Kurtz
- Registered Branch Associate
- Mary Brandon
- Sr. Branch Office Administrator
- Brett Weeter
- Branch Office Administrator
Branch Team
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More