E. Michael McGervey
CFP®, CRPC®, President
Mike McGervey is president and founder of McGervey Wealth Management. Mike brings nearly 20 years 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.
t: (330) 493-9300 x. 202
Michael E. McGervey
Director of Research, Wealth Advisor
As a Wealth Advisor, Michael serves as a wealth management resource to executives and business owners, assisting them in making proactive and informed personal financial decisions. Michael sits on McGervey Wealth Management’s Investment Committee and is directly responsible for investment research, and the execution of the firm’s portfolio strategies.
Michael’s experience includes working as an Investment Research Analyst for a highly regarded independent Wall Street firm, where he provided fundamental research on industrial companies for mutual funds and hedge funds. He is a graduate of Baldwin Wallace University with a Bachelor of Arts degree in Finance.
Away from the office, Michael enjoys traveling, playing golf and boating around the islands of Lake Erie.
t: 330-493-9300 x204
Matthew J. McGervey
CFP®, MBA, Wealth Advisor
As a wealth advisor, Matthew develops a close understanding of his client’s unique situations in order to create a comprehensive plan which enables them to achieve their financial goals. He engages clients through educational presentations using common language to help them understand their optimal solution.
Matthew’s experience includes working for a private wealth management firm serving ultra-high-net-worth investors where he gained knowledge in complex taxation and wealth management solutions. Matthew brings a fresh perspective into clients’ financial situations, providing proactive guidance consistent with their personalized needs.
Matthew graduated Magna Cum Laude from the University of Dayton with a Bachelor of Science degree in Finance, and graduated from John Carroll University with his Masters in Business Administration.
Away from the office, Matthew spends his time playing golf, hockey and fishing. He enjoys exploring the great outdoors, physical fitness and trying new restaurants and food.
t: 330-493-9300 x207
Teri L. Rauschenbach
CFP®, CPA, Director of Financial Planning
Teri has provided planning and tax expertise to clients of McGervey Wealth Management since 2004. She is an expert in wealth plan design, securities research and corporate retirement plans.
Teri’s hands-on approach allows 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 35 years and has one grown, married son.
t: 330-493-9300 x205
Patricia A. Finch
CFS, Director of Client Services
Patty brings a broad depth of financial expertise to her role as Director of Client Services. She has over 20 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 Bachelor of Science degree in Corporate Financial Management. She is also a Certified Fund Specialist (CFS®), and is an Alumnus of Delta Sigma Pi, a professional business fraternity.
In her time away from the office, she enjoys attending and participating in dog shows with her Labrador Retrievers. She and her husband, Bill, have been lifelong residents of Ohio.
t: 330-493-9300 x200
Leading TV and top business publications have turned to McGervey Wealth Management for wealth-building insight.
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Steps to Your Future
Get started with our comprehensive financial planning process: The McGervey Method™
1. CONFIDENTIAL PROFILE
Before our first meeting, you can download a confidential introduction packet below, so we can be prepared to discuss your financial situation.
2. INTRO MEETING
This is your opportunity to tell us more about yourself and to hear how we work. We’ll present our approach as it relates to your confidential financial picture.
3. FACT FINDER
If you like what you hear, then we get to work. You provide us more detailed information so we can prepare various scenarios designed to create and optimize your wealth.
4. STRATEGY SESSION
With your data in hand, we develop and then present various scenarios to you — all custom-tailored to your personal and business situations today and your wealth goals for tomorrow.
5. IMPLEMENT PLAN
Once you select the scenario that best fits your financial goals, personal values and present circumstances, we put it all in motion.
6. REVIEW & ACCOUNTABILITY
Just like you perform maintenance on your car, it is even more important for us to be vigilant in regular review of your wealth plan.
Download Our Client Confidential Profile Packet
If you'd like to schedule an introductory meeting with us now, please visit our online booking calendar or call us at (330) 493-9300 today.