The McGervey Wealth Management Team
| E. Michael McGervey, CFP®, CRPC®, President | |
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Mike McGervey is president and founder of McGervey Wealth Management. Mike brings over a decade of experience to his firm working with clients to make the best decisions for their family. As a Certified Financial PlannerTM, Mike is passionate about helping clients solve complex financial challenges through thoughtful communication, education, and exceptional customized service. His depth of experience and specialized knowledge in investment management, financial planning, retirement considerations, and legacy planning has brought comfort, confidence and peace of mind to many, many clients over the years. Mike’s background includes working as a senior advisor at a large financial services company where he was recognized consistently for his quality of advice, and ranked amongst the top advisors nationally in client satisfaction. Mike’s knowledge of the investment markets and his well-respected expertise in economics have made him a much-sought-after source for television programs, magazines, and newspapers looking for insightful analysis. Mike’s expertise has recently been featured by CNBC, FOX Business, The New York Times, Business Week, Forbes Magazine, and the Associated Press, to name just a few. A native of Pittsburgh, PA, Mike graduated from Purdue University with a Master of Science degree. He and his wife Monica are the proud parents of four children. emcgervey@mcgerveywealth.com |
| Teri L. Rauschenbach, CFP®, CPA, Associate Wealth Advisor | |
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Teri has provided planning and tax expertise to clients of McGervey and Associates since 2004. She is an expert in wealth plan design, securities research and corporate retirement plans. Teri’s hands-on approach has allowed clients to have a customized and personally designed plan created around their specific individual and family needs. Teri’s communication style and willingness to search for the right answers shows the McGervey Wealth commitment to making the best decisions for each and every client. Teri is both a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). She is a native of Ohio and graduated from Bowling Green State University with a Bachelor of Music degree. She has been married to her husband, Rick, for over 30 years and has one grown, married son.
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| Patricia A. Finch, CFS®, Associate Wealth Advisor | |
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Patty brings a broad depth of financial experience to her role as an Associate Wealth Advisor. She has over 12 years of experience in the financial services industry working with clients, managing compliance, internal auditing, staff accounting and operations. Patty works closely with clients on issues ranging from client service to account administration and is a personal liaison to new clients during their transition to the firm. Her positive attitude and nature allows clients to feel welcome and cared for at every exchange. Behind the scenes, Patty directs company operations and is instrumental in practice management. Patty is a graduate of The University of Akron and holds a Bachelors of Science degree in Corporate Financial Management. She is also a Certified Fund Specialist (CFS ®) , and is an Alumni of Delta Sigma Pi, a professional business fraternity. In her time away from the office she enjoys playing softball, billiards and fetch with her Labrador Retriever. She and her husband, Bill have been lifelong residents of Ohio. pfinch@mcgerveywealth.com |
