SS&G Wealth’s core strength is our highly credentialed team of educated, experienced financial professionals. Working on behalf of individuals, couples, families and businesses, our exceptional team creates and manages custom designed financial, investment and retirement plans.

Knowing the shortcomings of one-size-fits-all financial solutions, SS&G Wealth’s team members work with you collaboratively to find the financial strategies that best align with your needs, goals, dreams and challenges.

Our team members have been selected for their integrity, focus and unwavering commitment to service excellence. Learn more about our team members here:

Financial Advisor / Partner

Joseph “Joe” Pelle, AIF®, QKA, CWA, is Associate Director of Retirement Plans with SS&G Wealth. He has more than 20 year...

Senior Client Relationship Manager

Patricia “Pattie” Valentic, FPQP™, AIF®, MBA, is a Financial Advisor with SS&G Wealth. An Investment Adviser Representat...

Financial Advisor / Partner

Marc Servodio, CFP®, is a Financial Advisor with SS&G Wealth. A registered representative with Cetera Advisors, LLC, Mar...

Client Relationship Manager

Amber is responsible for generating client reports and performing various account maintenance and service functions. She...