Josh Liberati

Hailing from Pennsylvania, Wes attended Case Western University to study finance. He began his journey with Northwestern Mutual in 2016 and has been ambitiously climbing the ladder since, achieving his CERTIFIED FINANCIAL PLANNER™ certification, CLU®, and ChFC®. Joining forces with Ayo, they have formed a complementary partnership as Wes specializes in complex financial and investment planning. While managing our growing team and mentoring new advisors, Wes is able to fulfill his passion for guiding and pushing others to excel.

Wes and his wife, Carley, enjoy spending quality time with one another and their French Bulldog, Paul. In 2021, Wes was able to combine two of his aspirations—traveling and food—while in Denmark by visiting Noma, the Best Restaurant of the year. If Wes isn’t working, he is most likely to be found at a golf course with his friends and co-workers, or dedicating time to further his education.

Growing up in Oberlin, Ohio, Ayo obtained his degree in Corporate Communications from Cleveland State University. Coupled with his outgoing and welcoming personality, Northwestern Mutual was a perfect fit. He has been in the business since 2016, learning and growing exponentially throughout the years. He thrives when working with motivated young professionals, encouraging them to identify their definition of financial security. As an advisor, he aims to provide high-level financial planning to ensure his clients are well-prepared for their future, while also living in the present.

Along with his professional goals, Ayo has a lot of personal goals that he wishes to achieve. He is an avid cook and hopes to one day have his own vegetable farm, granting him access to the freshest of ingredients. He plans to travel the world, having already been to 40 countries. He currently has one Greyhound named after his favorite city, Cleveland, but hopes to grow his fur family in the near future.

Adam grew up in the West Park area of Cleveland and began his career with Northwestern Mutual while a senior at John Carroll University.  Adam is a lifelong learner and holds 6 professional designations including the CFP® certification.  Being Series 7 registered gives him the ability to work with his clients utilizing a wide variety of investment solutions when needed.  Bringing 30 years of knowledge and experience to the firm, he is an extremely valuable member of our team. Adam encourages the team to improve our lives and those of our clients each day by taking the time to truly listen and never settling.  

Adam and his wife, Carrie, have been married for 26 years and have 3 grown daughters, Molly, Madelyn and Grace. His greatest joy in life are his “girls” and how they inspire him to stay young and work to be the very best version of himself.

Originally from Buffalo, New York, Austin moved to Ohio to attend John Carrol University obtaining a degree in Finance.  Joining the team as an intern in 2020, he has developed into our Director of Investments and Planning and while facilitating the team with the day-to-day operations, he also provides high-level service to all clients as it relates to their financial planning and investment accounts. Austin has continued to grow his education and has obtained his SIE, Series 63, and Series 7. Being the staff member that has been on the team the longest, he has watched the team grow while acting as a support system to all his co-workers.

In his spare time, Austin enjoys visiting his hometown to go skiing and showing his support to his favorite football team, the Buffalo Bills. He is an avid golfer and has yet to be beat by anyone on the team and plans to keep it that way going forward.

Rachael was born and raised in Pittsburgh, Pennsylvania before she moved to Cleveland to attend John Carroll University. She graduated in 2021 with a Bachelor of Arts degree in Early Childhood Education. Her passion for helping others succeed drew her to Coleman Trillow and Associates. She has the role of Insurance Coordinator, helping clients with all their insurance needs, while ensuring they are provided with the best possible experience.

After work, Rachael can be found reading, painting, and taking road trips with her friends. She also is constantly working on her garden and spending time with the people, and pets, that she cares about the most. Being an avid Steelers fan, she loves to "stir the pot" with the many Browns fans in the office.

Graduating from the University of Cincinnati in 2022 with a degree in Sociology, Nyima supports the team with planning and is an Administrative Assistant as she works towards her dream of attending law school. She adds value to our team by assisting Austin in building financial plans and Belle with client appreciation and calendars. She is also currently working part-time as a remote research assistant in Sociology at Dartmouth College.

Nyima enjoys using her free time to indulge in film and writing. Her favorite activities to partake in are going on long walks and spending time with her loved ones. She is very passionate about learning and aspires to get her PhD in Sociology. Nyima is known as the “ray of sunshine” of the team. Her infectious enthusiasm always brightens up the day.