Team

Daniel M. Huffman, CFP®

Managing Director – Investment Officer

"Investment planning is an ongoing process of preparing for and responding to critical financial events. I am committed to helping my clients maintain a strong financial foundation throughout with a long-term, supportive relationship"

 

P | (440) 992-1515
TF | (800) 888-9446
F | (440) 992-7071
 

For over 35 years, I have had the privilege of being a trusted advisor to families and institutions.

Since 1982, I have helped clients in Northeastern Ohio meet their financial needs by developing investment plans around their long-term goals and risk tolerances. As one of the founding partners of the Huffman-Mayer Wealth Management Group of Wells Fargo Advisors, I have enjoyed building a team suited to have the greatest impact on our client's lives. I am a graduate of Indiana University, and I hold the designation of CERTIFIED FINANCIAL PLANNERTM in addition to applicable securities registrations.

As a senior member of the Huffman-Mayer Wealth Management Group, I have been recognized as a Premier Advisor1 by Wells Fargo Advisors every year since 2009. In 2009 and 2010, I was listed in the Barron's Top 1,000 Financial Advisors 2 in the United States.

I am a past president of the Ashtabula Chamber of Commerce and the Ashtabula Kiwanis Club, and believe it is important to invest back in the communities that support you.

Outside of the office I am kept busy with my eight children and six grandchildren. In my spare time, I also enjoy traveling, hiking and playing basketball with my kids.

Everyone at the Huffman-Mayer Wealth Management Group takes pride in offering personalized guidance and analysis to create investment plans that best meet the investment goals and risk tolerances of our clients.We practice a hands-on approach that includes ongoing communications, active portfolio management, and the use of research, investment tools and more than 135 years of combined experience.

1The Premier Advisors designation is held by a select group of financial advisors within Wells Fargo Advisors and reflects a high level of professional achievement based on many factors including production.

2Barron's Top 1000 Advisors (2009-2011): The rankings are based on data provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, quality of the practice, and other factors. Institutional assets are given less weight in the scoring. Investment performance isn't an explicit component.

 

James E. Mayer Jr., CRPS®

Senior Vice President – Investment Officer; Branch Manager

"I take pride in working with a firm that puts the client first. I am dedicated to helping my clients meet their financial needs, whether it’s planning for retirement, saving for education, or preserving wealth."

 

P | (440) 992-1515
TF | (800) 888-9446
F | (440) 992-7071
 

 

For the past 15 years, I have had the privilege of being a trusted advisor to families and institutions in Northeastern Ohio. I am a graduate of Wright State University with a joint degree in accounting and finance. I have earned two professional designations which complement my years of experience. As a Chartered Retirement Planning Specialist™, I have completed an intensive program of study focused on all aspects of retirement planning. Most recently, I earned the Certified 401(k) Professional designation – C(k)P® from UCLA's Anderson School of Management.

As a senior member of the Huffman-Mayer Wealth Management Group, I manage assets for individuals, trusts, retirement plans, organizations, and businesses. I have been recognized as a Premier Advisor1 by Wells Fargo Advisors every year since 2011. This honor is given to a select group of advisors in our company for outstanding professionalism and performance.

I believe community involvement is extremely important, and currently serve on the board of Growth Partnership for Ashtabula County and have previously served on the boards of the Ashtabula Chamber of Commerce and Ashtabula’s Speech, Hearing, and Rehabilitation Center. I serve on the Executive Committee for Ashtabula’s annual Heart Walk through my involvement with the American Heart Association. I am currently a member and was previously president of Geneva’s Rotary Club. I am a graduate and former board member of LEADERship Ashtabula County and a past board member of Ashtabula’s YMCA. In 2012, I was named one of the “Top 5 under 40” for Ashtabula County By Young Professionals of Ashtabula County.

Outside of the office I am kept busy with my two daughters, Reese and Nora, and my wife Allison. I am an avid golfer and lifelong Cleveland sports fan.

Everyone at the Huffman-Mayer Wealth Management Group takes pride in offering personalized guidance and analysis to create investment plans that help meet the investment goals and risk tolerances of our clients. We practice a hands-on approach that includes ongoing communications, active portfolio management, the use of research and investment tools, and more than 135 years of combined experience. I strive to maintain constant contact with my clients and to understand the motives behind their hopes, dreams and aspirations. I believe this helps me to have the greatest positive impact on my client’s lives

1The Premier Advisors designation is held by a select group of financial advisors within Wells Fargo Advisors and reflects a high level of professional achievement based on may factors including production.

 

Ryan Richards, AAMS®

Financial Consultant

Connect with me on LinkedIn

"With a background in banking, I have a broader understanding of one's entire financial picture – including assets and liabilities. This can often be of benefit to clients."

I began my financial services career with Lakeview Federal Credit Union. In 2005, I joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors (formerly Wachovia Securities).  I have served Ashtabula-area investors for 15 years. I have earned and maintain the Accredited Asset Management SpecialistSM certification from the College for Financial Planning®.

I am a life-long Ashtabula resident, a graduate of Ashtabula High School as well as Kent State University. I am dedicated to our community and have a strong personal desire to see it prosper. I am a Member of Kent State Ashtabula College Committee and Harbor Topky Library Board. I was a graduate of the Class of 2013 for LEADERship Ashtabula. My personal interests include U.S.History, particularly the Civil War and World War II. I enjoy playing golf and following the Cleveland Cavaliers and the Cleveland Browns.

As a financial consultant, my mission is to help provide sound financial advice and value-added service to investors — always striving to build long-term relationships based on mutual trust and respect. With my background in banking, I have a broad understanding of one’s entire financial picture – including assets and liabilities.

Although I offer a variety of investment vehicles, I believe that Advisory-based account management focuses on the long-term benefits of one’s financial strategy. Because I am paid a percentage of the value of the assets in your account, instead of the traditional commission fees, I have a personal stake in the success of your investments. Through these money-management programs, we can develop an individualized plan that helps meet your needs for safety, growth and income.

I look forward to working with you on your financial blueprint, and helping you to achieve your financial objectives.

Advisory programs may not be appropriate for all clients.

 

Phillip T. Anderson, MBA

Financial Consultant

Connect with me on LinkedIn

"Our team has a breadth and depth of experience that allows us to guide clients through the ever-changing financial landscape. We have access to top-level research that helps in the asset allocation process at the start of the relationship and well beyond."

As a lifelong (and fourth generation) resident of Ashtabula County, I take a great deal of pride in my community. I earned a BA in Finance from Mount Union College and an MBA in Finance from Case Western Reserve University’s Weatherhead School of Management. I live in Geneva, Ohio with my wife, Allison, and our three children, Graham, Sawyer and Julia

As a consultant, I take pride in helping clients identify and meet their individual financial goals. I believe strongly in the relationship between investment planning and long-term financial goals, and am an advocate For value-oriented investing.  In the office, I divide my time between client relationships and researching economic and company-specific issues.

Prior to joining the Huffman-Mayer Wealth Management Group, I spent more than five years in equity research with Longbow Research. While there, I participated on teams which were recognized for outstanding institutional research by the Wall Street Journal (2012) and StarMine/Financial Times (2010, 2012). Previously, I served in a series of roles with Bank of America, cultivating in a position as a Senior Credit Analyst.

Away from the office, I enjoy cooking, following Cleveland’s professional sports teams, and spending time outdoors with my family.

Everyone at the Huffman-Mayer Wealth Management Group takes pride in offering personalized guidance to create investment plans that best reflect the investment goals and risk tolerances of our clients. We practice a hands-on approach that includes ongoing communications, active management, the use of research, and more than 135 years of combined experience.

 

Margaret Gilliland

Senior Registered Client Associate – Assistant Vice President

I have been in the Financial Services Industry for 38 years working in many aspects of branch support. I hold FINRA registrations including Branch Manager and Insurance Licenses.

I am originally from Pittsburgh and lived there until moving to the Lake Erie region in 2007. I love living in the country close to the lake despite the winters. I have actively served as a volunteer for the Boy Scouts, first as a Committee member and then as Committee Chair. I also was an Assistant in the local Venturing Crew for two years.

I have been recognized as a Distinguished Service Professional for the past four years and was awarded Team Member of the Year in 2014. I also served a two-year term as a member of the Client Associate Advisory Council for Wells Fargo Advisors which is comprised of 22 client associates from around the country who identify trends in areas of the firm that need improvement.

I have been married to my husband Tom for 23 years and have two sons, Thomas and Jacob.
 

 

Donna Hassett

Senior Client Associate – Assistant Vice President

I have worked in the securities and investment industry for over 27 years. After beginning my career at A. G. Edwards & Sons in Mentor, Ohio, I moved to our Ashtabula location in 1993. I currently serve as a Senior Client Associate – Assistant Vice President for the Huffman Mayer Wealth Management Group of Wells Fargo Advisors.

I earned my Associate Degree in Business with a minor in Accounting from Lakeland Community College.

I am our team's point of contact for clients and strive to deliver excellent client service. I bring a positive, can-do attitude that drives our first-class experience. I believe helping clients is never a burden, it is a purpose. I take great pride in helping our clients receive the personal service they deserve. I enjoy being a part of this dynamic financial advisory and look forward to serving our clients in the future.

I am a lifelong resident of Geneva, Ohio where I reside with my husband, Tony. We have two daughters, Leah and Alexis.

 

Crystal L. Harrington

Client Associate

As the newest addition to the Huffman-Mayer Wealth Management team of Wells Fargo Advisors, I bring a love of working with people to the administrative staff. All of my previous work experience was in hospitality management, which allowed me to hone the problem solving and customer service skills that I bring to every conversation that I have with our clients.

As a Client Associate, I serve as a point of contact for our clients. I spend much of my time addressing client questions and concerns. I am very involved in planning our team events, and handle some of the administrative and record keeping responsibilities in the office.

A graduate of Lakeside High School, I am a lifelong (and fourth generation) resident of Ashtabula County, and currently reside in North Kingsville with my daughter. Away from the office I enjoy restoring furniture with my daughter, hiking, fishing, and a variety of other outdoor activities.

 
 

David VanDusen

Senior Vice President – Investment Officer

P | (440) 974-9655
TF | (800) 222-0906
F | (440) 974-0694
 

I have spent my entire professional life working in the Financial Services business. I began my career with Merrill Lynch, before transitioning to the Ohio Company and later Prescott, Ball and Turben (a predecessor firm of Wells Fargo Advisors) in 1986. During my career I have worked in Institutional Sales and as an Over the Counter Trader, experiences which I believe have given me additional insight into how and why markets react to changes in the real economy. For over 35 years, I have been serving as a trusted advisor to individuals, families, and institutions.

For me, the most gratifying part of being an advisor are the longstanding relationships I have developed with my clients and the satisfaction that comes from seeing the plans we develop together come to fruition.

My career as an advisor has allowed me to travel and explore the world, which I truly enjoy. I am deeply committed to my community and support a number of local causes including the Madison Food Center and the Rabbit Run Community Arts Association. Away from the office, I enjoy travel and hiking with my wife Chris.

Everyone at the Huffman-Mayer Wealth Management Group of Wells Fargo Advisors takes pride in offering personalized guidance and analysis to create investment plans that best meet the investment goals and risk tolerances of our clients.We practice a hands-on approach that includes ongoing communications, active portfolio management, and the use of research, investment tools and more than 135 years of combined experience.

 

Susan Paolo, AAMS, MBA

First Vice President – Investment Officer

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs.Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help.

I have worked in the financial services industry for over 30 years, and for the past eight years I have worked as an advisor to individuals and families. Before becoming an advisor, I served in a variety of banking roles, including as a Branch Manager and Regional Business Development Manager with Wells Fargo. Now a First Vice President – Investment Officer with the Huffman-Mayer Wealth Management Group of Wells Fargo Advisors, I take pride in working for a firm that puts you first.

I graduated from Hiram College with a degree in management and economics, and received a Masters in Business Administration (MBA) from Lake Erie College. I have earned and maintain the Accredited Asset Management SpecialistSM certification from the College for Financial Planning®.

I take great pride in the relationships I have with my clients and in the community we call home. I have been active in the Lake, Geauga, and Ashtabula communities for over 25 years. I am a founding member of the Red Key Network, and as a former Board Member of that organization I have worked to further its mission of supporting professional woman through education, mentoring, and networking. I am an active member of the Burton Middlefield Rotary Club, am active in the local Chambers of Commerce, and previously served on the Board of Directors of United Way of Geauga County and Chardon Tomorrow. Away from the office, I enjoy spending time with my husband of 27 years, Domenic, and our son, Nic.

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Everyone at the Huffman-Mayer Wealth Management Group takes pride in offering personalized guidance to create investment plans that best reflect the investment goals and risk tolerances of our clients. We practice a hands-on approach that includes ongoing communications, active management, the use of research, and more than 155 years of combined experience.

 

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