Meet The Team
The team behind Prism Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
A firm believer in service, Robert’s goal is to empower the community with knowledge and resources to help people resolve many of the complicated financial issues they face in their lives. A 3rd generation financial advisor, Robert moved to Wooster in 2010. He met his wife Leslie not too long after arriving and they married in 2014. They now live in Creston with their 2 children, Daphne and Robbie. When he is not at work or spending time with his family, Robert serves on the Board for the United Way of Wayne and Holmes County and is President of the Wooster Chapter of the American Financial Education Alliance.
Robert is the host of Financial Focus on WAKR 93.5 fm. He is an independent, duly licensed financial advisor. He has passed the Series 65 securities exam, holds his life and health insurance licenses, and is a National Social Security Advisor Certificate Holder. He is an Investment Advisor Representative with Advisors Excel Wealth Management and graduated magna cum laude from the University of St. Thomas.
<span">American Financial Education Alliance (AFEA) is a paid membership organization comprised of professionals of varying specialties. AFEA is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses and organizations through member professionals. The AFEA logo and/or trademarks are property of their respective owners and no endorsement of Robert Dodaro or Prism Wealth Management is stated or implied.
Matt is our paraplanner helping Robert to develop the financial plans for our clients. He is guided by the phrase “a goal without a plan is just a wish.” Each plan must be written down so we can see it, track it, and test it. Matt enjoys the challenges from each new client and specific financial plan for their unique retirement goals.
Matt grew up in Wayne County and lives in Wooster with his wife Ashley and their two dogs, Finnick and Woodford. While not at work you can probably find him around town swinging a hammer either on his own home or for a local contractor. He also enjoys going to the family cabin on Odell Lake."
Joe ReynoldsDirector Of Marketing
Joe is a marketing professional with over a decade of experience developing new business strategies. Joe is responsible for developing and overseeing our digital and in-house marketing strategies. He also keeps our clients connected by coordinating emails and updating our social media, newsletter, and other communication outlets.
Joe and his wife, Whitney, are both Wooster natives, Their family consists of Phantom, Sky & Cora, their three energetic dogs. Joe is an avid outdoorsman and enjoys hiking, kayaking, trail riding, and speeding down the ski slopes in the winter. Joe is also on the Woosterfest Committee with The Wooster Area Chamber Of Commerce.
Rebecca MartheyFront Office Representative
Rebecca was born and raised here in Wayne county. With over a two decades of experience in customer service, she prides herself on the importance of ensuring that our clients are well taken care of and enjoys providing a warm and welcoming environment the office. She likes planning and hosting family holidays, going on walks in nature, and spending time with her daughter.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.