Broker Check

Focus On What Matters Most

We'll help you reach your financial goals so you can take care of the rest.

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Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Angela M. Berry, ChFC®, RICP®

Chief Operating Officer

614-942-1310

614-942-1339

aberry@wmsllc.net

Prior to forming Wealth Management Solutions, LLC in 2005, Angela worked with Lincoln Financial Advisors as an Investment Advisor Representative. Before joining Lincoln Financial Advisors, Angie worked for 10 years with the County.

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Richard F. DeTillio

Chief Executive Officer

614-942-1325

614-942-1339

rdetillio@wmsllc.net

Rick is a seasoned Investment Advisor Representative who helps his clients understand their personal and professional goals through the financial planning process. His areas of specialty include retirement, investment, estate,...

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Susan Finefrock, CFP®

614-942-1305

614-942-1339

sfinefrock@wmsllc.net

Susan is a seasoned Financial Planner and Investment Advisor Representative focusing on individualized client solutions. Susan has over a decade of financial planning experience, delivering customized financial plans, retirement...

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W. Brad Montgomery, CMFC

614-942-1335

614-942-1339

wmontgomery@wmsllc.net

Brad is a seasoned Investment Advisor Representative who helps his clients understand their personal and professional goals by focusing on individualized client solutions. Brad has over 26 years of experience in the financial services...

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Jessie Cantrell

Executive Assistant, Insurance Representative, Notary Public

614-942-1321

jcantrell@wmsllc.net

Jessie joined Wealth Management  in 2010.  Jessie holds her Series 7 securities registration and Ohio life and health insurance license. 

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Darcie Sisler

Administrative Assistant

(614) 942-1300

(614) 942-1339

dsisler@wmsllc.net

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Sandi Cramblett

Marketing Coordinator/Administrative Assistant

(614) 942-1300

614-942-1339

scramblett@wmsllc.net

Sandi joined Wealth Management Solutions in 2022.  She works as the firm's social media and marketing coordinator in addition to her role as an administrative assistant to Angela Berry and Richard DeTillio. 

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Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Estate

With over 100 years' collective experience, we'll help secure your legacy for future generations.

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High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

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Small Business

Let us help you make sure your business is poised for growth.

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Lifestyle

Strike the perfect balance between work and leisure.

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