Meet Our Team

Jeff has been in the financial planning business since 2004. He has been helping families and individuals achieve success, through a combination of financial planning, retirement planning, and investment and risk management. He works closely with his team, which often includes partnering with attorneys and accountants to help clients reach their financial goals.

Jeff is a strong believer in investing back into his community, and so he has served on many advisory boards - including the Wood County Port Authority, Rossford Library, and local Sky Financial. He is a Mason and a Shriner, and frequently participates in their fundraisers and charitable events. He is a Rossford High School graduate, and attended both Bowling Green State University and the University of Cincinnati, and he currently resides in Catawba Township with his wife Cindy. Jeff and Cindy have two adult children, Zachary and Alexander, whom they enjoy spending time with. They also love watching sports, boating, spending time with friends, and just enjoying life and the adventures it brings!

For over a decade, Atonn (which rhymes with “baton”) has worked to help individuals, families, and businesses plan for the future and protect what's most important to them. His journey started with a major insurance carrier, but he quickly realized that he wanted to work for his clients well-being, rather than working for a company. After "trying on" a few other companies, Atonn finally found what he was looking for with Money Concepts: the support and resources to grow and adapt to an ever-changing financial world, while maintaining the freedom to work with and especially for his clients, in whatever way they choose.
Atonn believes we are meant to live in service to one another, and so when he is not working or spending time with his wife and son, he is very active in his local community, his church, the BG Rotary Club, the BG Chamber of Commerce, local Freemasons lodge, and BNI. In his "spare time" he raises funds and awareness for the National MS Society and the American Cancer Society, and will soon receive his ten gallon donor pin from the American Red Cross!

Zach is the most recent addition to the Money Concepts Perrysburg team. He has been studying market movements with his dad for years, and now he works with the team! Zach researches many of the stocks, bonds, mutual funds, and alternative investments that we offer to our clients, and assists us with portfolio construction, investment design, and risk management.

In his spare time, Zach enjoys spending time outdoors, and you’ll often find him either cycling, kayaking, hiking, or boating with his friends or family. During the months when the weather is unfriendly to outdoor activities, he stays in motion by going to spin classes.