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.
Robert chose to call his company Prism Wealth Management because he is a firm believer in transparency and understands that people need clear information when they have questions about retirement. His goal is to empower our community with knowledge and resources designed to help people resolve many of the complex financial decisions that will need to be made throughout their lives.
At a young age, he learned the best way to solve a problem is to take some time to develop goals, build a plan, then roll up your sleeves and get to work. This philosophy guides him as he works to provide straightforward and simple advice.
Robert is the host of Financial Focus on WAKR 93.5 FM. He is an independent, duly licensed fiduciary 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, an SEC Registered Investment Adviser and graduated magna cum laude from the University of St. Thomas.
When he is not at work, you’ll usually find him playing with his two very energetic kids or digging a hole to China (that’s how many have described his golf game, but he swears he is getting better).
National Social Security Advisor Certificate Program (NSSA), is a certification created by the National Social Security Association, a for-profit entity. The NSSA Certificate Program grants a Certificate to those who complete the one-day course and pass the proctored assessment. NSSA is independently accredited by The Institute in Credentialing Excellence (ICE). NSSA is not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency. Shortened version for business cards: NSSA and its certificants are not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency.
Sarah GlaspellDirector Of Client Services
A local girl, Sarah was born and raised in Wooster. After graduating from Wooster High School, she went on to earn her Bachelor’s degree from Ohio University. She currently resides in town with her husband Clay, their one year old son Wyatt, and their 3 cats.
Sarah has worked in the wealth management industry for the past 7 years and has her life and health insurance licenses. When she’s not working, you will either find her at CrossFit, volunteering in the community, or at home relaxing with her family. Sarah enjoys reading (especially historical fiction), cooking, and baking.
Joe ReynoldsDirector Of Marketing
Joe is a marketing professional with almost a decade of experience developing new business strategies. He spent many years in management for the service industry and also started his own media, marketing, and event planning business. Joe is also on the Woosterfest Committee with The Wooster Area Chamber Of Commerce.
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 and speeding down the ski slopes in the winter.
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.