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 is dedicated to helping people get answers to the questions they have concerning retirement and growing their wealth. After working for a larger wealth management firm, he decided to follow his dream and build his own company founded on the principles of service, integrity, and excellence. His goal is to provide straightforward and transparent advice on the options people have for addressing the difficult financial decisions they face.
Robert is an independent, duly licensed fiduciary advisor. He has passed the Series 65 securities exam and holds life and health insurance licenses. He is an Investment Adviser Representative with AE Wealth Management, an SEC Registered Investment Adviser, and graduated magna cum laude from the University of St. Thomas.
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.