Angela M. Berry, ChFC®, RICP®
Chief Operating Officer
614-942-1339
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.
Richard F. DeTillio
Chief Executive Officer
614-942-1339
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,...
Susan Finefrock, CFP®
614-942-1339
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...
W. Brad Montgomery, CMFC
614-942-1339
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...
Jessie Cantrell
Executive Assistant, Insurance Representative, Notary Public
Jessie joined Wealth Management in 2010. Jessie holds her Series 7 securities registration and Ohio life and health insurance license.
