Since 1992, Jeff’s mission has been to provide every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. He works with a select group of individuals and families to help them build, manage, preserve, and transition their wealth. Before forming Swartzentruber Wealth Management, Jeff spent 15 years with Wells Fargo Advisors, 12 of those as Branch Manager. Prior to joining Wells Fargo Advisors, Jeff was the portfolio manager for the trust department of Wayne County National Bank.

Jeff and his wife, Lynn, are lifelong Wayne County residents and reside in Wooster, Ohio. They enjoy spending time with their adult kids, Gabrielle (spouse Landon) and Logan (spouse Hannah). Jeff especially enjoys golf and baseball, with the goal of visiting as many MLB stadiums as he can.

Logan has been a resident of Wayne County for much of his life. He attended college at Grace College in Warsaw, Indiana, where he also played collegiate baseball on their varsity roster. He received an undergraduate degree in finance, as well as a master’s in business administration during his time at Grace. Logan has been working within the financial field for several years. He began his career at Thrivent Financial before moving back to northeast Ohio with his wife, Hannah, where he began working at Swartzentruber Wealth Management in 2021. Logan specializes in retirement planning, having worked on three different planning software systems with clients across a wide range of demographics. Logan enjoys working closely with clients to help them achieve their financial goals.

Away from the office, Logan enjoys coaching high school golf, and hiking. He and his wife are active travelers who plan to see every MLB stadium and national park in the United States over the next couple of years.

As a Financial Advisor, Cody is dedicated to helping individuals and businesses develop financial and investment strategies that align with their needs and goals. He strives to provide every client with personalized financial advice and investment management ideas while establishing a plan to help meet their financial goals. He takes pride in working for a practice that values building relationships with clients and their families.

In addition to helping his clients, Cody is committed to helping his community and the next generation. He is currently involved with coaching basketball at Dalton High School, as well as officiating high school football. Away from the office, he is an avid Cleveland sports fan and loves to travel with Gretchen, his high school sweetheart whom he married in July of 2021; Cody and Gretchen’s family became 3 with the birth of their daughter Ella in June 2024.