Lysiak Financial
Matthew E. Lysiak
Wealth Management Advisor|CFP®, CLU®, ChFC®, CLTC®
Get to know my dedicated team
Client service is our number one priority. We take pride in making sure we are there for our clients through all of their changing needs and circumstances to ensure that their financial roadmap always reflects what is most important to them.
Our team approach ensures that no stone is left uncovered in our efforts to create a financial program designed to help our clients accomplish what is most important to them, using highly innovative and individualized solutions available in the marketplace.
Our team is fortunate to have some of the most experienced and knowledgeable representatives in the industry, which allows us to work effectively with complex and unique situations.
If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.
Spencer M. Hershey Jr
CLU®
Wealth Management Advisor
I help my clients plan proactively, so they do not have to live their financial lives reactively. My mission in life is to create a life where I have the freedom to give generously of my time, my money, and my heart.
Christopher W Brown
ChFC®, CLU®, RICP®
Wealth Management Advisor
Chris's professional mission centers around helping his clients achieve financial security for their families and businesses. Acknowledging the uncertainty of the future, he understands the importance of preparing for both favorable and challenging circumstances. By establishing a foundation of trust and providing top-notch service, Chris fosters long-term relationships with his clients.
With unwavering integrity as his guiding principle, Chris strives to assist his clients in navigating the complexities of financial planning. Whether it involves developing strategies for wealth preservation or creating a comprehensive insurance portfolio, he is dedicated to delivering the highest quality advice and solutions.
Through his multifaceted life, Chris demonstrates a genuine commitment to his family, community, and clients. He embodies the values of diligence, compassion, and foresight, making him a trusted partner in the pursuit of financial stability and a fulfilling life.
Jacob S. Cunningham
Director of Investment Services
Jacob is a graduate of the University of Akron, class of 2015, with a bachelor’s degree focusing on personal and corporate finance. He joined Northwestern Mutual in 2014 as an intern. Jacob currently holds his Life and Health Insurance License and Series 7 General Securities License.
Jacob spends most of his time focusing on the investment portion of the business. He establishes investment accounts and processes services requests for our clients. Jacob assists with portfolio implementation, creating systematic account contributions, implement retirement distribution strategies, and executing the buying and selling of securities.
Outside of the office, Jacob enjoys traveling, camping, and spending time with his wife, Katie, daughter, Elsie, and dog, Archie.