Our Qualifications

Frederick G. Monsell -- Managing Principal / Branch Manager

With more than 35 years of experience in the financial services industry, Rick Monsell specializes in developing investment solutions to help clients attain their retirement goals and live in retirement without undue and unwarranted risk. He believes in providing exceptional, dependable service to his clients.

An active member of his community, Rick serves on the Jackson-Belden Chamber of Commerce, and has served on the boards of the Akron chapter of the American Diabetes Association and Glenmoor Country Club. He is also a 30-plus year member of the Jackson Township Lions Club and has been recongnized as Lion of the Year, a Melvin E. Jones Fellow and one of the Distinguished Service Knights of the Blind. Rick and Sue, his wife of 43 years, have one daughter and a grand-daughter. He earned a bachelor's degree in business administration from the University of Akron.

Matthew G. Wracher, PRP -- Managing Partner

Matthew Wracher began his career in the financial services industry more than 18 years ago after earning a bachelor’s degree in marketing from West Virginia University in Morgantown. He specializes in retirement and investment planning and implementation for individuals, families, trusts, businesses and foundations.

Matthew is a member of the Revere Turf Committee and the Revere Gridiron Club, and a former member of the Revere School Board. He also served on the American Red Cross Hurricane Katrina Relief Effort. Matt resides in Bath with his wife, Melinda, and their three sons.

William D. Thomas, AAMS, PRP -- Managing Partner

William Thomas has worked in the financial services industry since 1992 and earned the Accredited Asset Management Specialist designation from the Institute of Wealth Management in 1997. He specializes in retirement plans for small business, retirement planning for business owners and individuals, budgeting and estate investment planning strategies. Bill focuses on asset allocation to help achieve clients’ goals without overexposure to risk.¹

He is a member of the North Canton Elks and Shady Hollow Country Club. Bill has two daughters and lives with his wife, Joan, in Jackson Township. He earned a bachelor’s degree in business management from the University of Dayton in Dayton, Ohio.

¹Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.