We'll help you reach your financial goals so you can take care of the rest.
We offer a wide variety of services all geared to help you with your financial goals.
Angela M. Berry, ChFC®, RICP®
Chief Operating Officer
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
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®
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
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...
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.
Marketing Coordinator/Administrative Assistant
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. .
We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
We'll help make sure that we're considering the tax implications with all your investments.
With over 100 years' collective experience, we'll help secure your legacy for future generations.
We have extensive experience managing high-net-worth portfolios.
Let us help you make sure your business is poised for growth.
Strike the perfect balance between work and leisure.