Meet Our Team Tyler McKean, AWMA, CEPA® Managing Partner, Private Client Services 419-830-7048 419-830-7047 firstname.lastname@example.org Tyler believes that your financial success should be the result of skill and a plan, not luck or accident. Successful financial planning is not just about money, but how your money can change your life. Through careful planning and... Read more Steven H. Hafner, AIF® Managing Partner, COO, Private Client Services 419-830-7050 419-830-7047 email@example.com Capabilities to impact your life and wealth Steve believes it’s the important things – our families, our core values and the impact we have on others that connect us. Steve manages key client relationships with individuals,... Read more Brian C. Duttera Founding Partner, CIO 419-830-7041 419-830-7047 Brian@truealphawm.com Brian has 33+ years of Wealth Management experience, and is the firm’s President. Brian is a certified Bloomberg terminal investment professional. Bloomberg is the gold standard in securities research, portfolio modeling,... Read more Elizabeth A. Skrinak CFP® Founding Partner, Director of Financial Planning 419-830-7042 419-830-7047 Liz@truealphawm.com Liz is an 19+- year Wealth Management Advisor and is the firm’s Vice President. She concentrates on financial planning for our clients. Liz is a Certified Financial Planner, CFP® certificate, a designation awarded by the... Read more Kylee A. O'Neil Financial Planning and Wealth Strategist 419-830-7049 419-830-7047 Kylee@truealphawm.com Kylee O'Neil, who will be a relationship manager and lending expert. She holds a Series 7 and 66 securities licenses. Kylee is currently pursuing the Certified Financial Planner™ designation. She has her BSA in accounting from... Read more Nicholas D. Frederick Client Liaison 419-830-7044 419-830-7047 firstname.lastname@example.org Nick believes that personal financial success stems from an individual’s hard work but that success can be amplified by proper coaching. Having the right people around you, helping to guide you is paramount to .... Read more Patricia R. Glasgow Wealth Management Associate 419-830-7043 419-830-7047 Pat@truealphawm.com Pat has more than 30 years experience in the financial services industry. Pat oversees all account and administration and banking needs for our clients. She consistently delivers and unwavering passion for excellence and commitment to... Read more Janice A. Grasl Wealth Management Associate 419-830-7045 419-830-7047 Janice@truealphawm.com Janice believes that financial success starts with making wise choices. And one of them being to rely on persons who have special training and experience in handling money. Read more Have a Question Name Email Address Phone Question Thank you! Oops!