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Wayne Wycoff, MBA, CTFA

Wayne Wycoff, MBA, CTFA

Managing Partner & Wealth Advisor

I am passionate about helping clients pursue their financial goals. This stems from a childhood memory.  My parents were the consummate entrepreneurs in our community.  My father was a builder, developer of housing and apartment projects as well as a barber and farmer.  My mother was a schoolteacher. They began their business endeavors in 1971 and initially did very well.  By the time inflation and interested rates peaked in the late 1970s, early 1980s, they had lost it all.

This left an indelible mark on my views of money and personal finance.  This is why I received a Bachelor of Arts in Economics from Thomas More University (KY), a Master of Business Administration from Ashland University (OH). I earned my Certified Trust and Fiduciary Advisor (CTFA) designation from the Cannon School of Trust. Additionally, I hold the series 7 license through LPL, offer investment advisory services through Independent Advisors Alliance, and am Life and Health licensed in Ohio.

I have made it my personal mission to pass on to my clients all that I have learned to help them develop financial confidence and a goal-oriented retirement.

When I am not working, I enjoy golfing, bird watching and volunteering with many charitable and civic associations such as the YCMA and Rotary International.