Feel the confidence of having our team in your corner

Every client we serve has a unique story, and our team approach helps ensure the guidance you receive reflects the individuality of your life. Here, our advisors collaborate across disciplines and specialties to create a comprehensive, strategic financial plan that aligns with your goals and grows with you over time. Meet the professionals behind Wentz Financial Group.

Financial Advisors

Bud Wentz
Bud Wentz, AIF®, AAMS®
President Senior Financial Advisor, RJFS
Tim Porter
Timothy Porter, CRPS™
Director of Retirement Plan Services Financial Advisor, RJFS
Matt Norris
Matt Norris
Investment Strategist Financial Advisor, RJFS
Jon Lenton
Jon Lenton
Financial Advisor
Maison Ross
Maison Ross
Investment Strategist Financial Advisor, RJFS

Client Service Associates

Jennifer Young
Jennifer Young
Office Manager Senior Administrative Assistant
Ryan Fitzgerald
Ryan Brodzinski
Client Service Specialist
Lone East
Lone East
Director of Marketing & Client Events
Katie Black Headshot
Katie Black
Client Service Administrator
Victoria Riggs
Victoria Baglia
401(K) Client Service Administrator
Emily Trout
Emily Trout
Client Service Administrator
What’s your vision?
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Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Wentz Financial Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Wentz Financial Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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