Wendell Heximer founded the firm in 1989 and is the President & Senior Portfolio Manager. His professional accomplishments and more than 40 years in the investment and accounting industries provide clients with experienced financial and investment advice.

Wendell is actively involved with his church, Concord Presbyterian, as an Elder.

He holds Bachelor of Science degrees in Accounting & Finance from The Ohio State University and earned a Certified Public Accountant (CPA) license, a Personal Financial Specialist designation and the Series 7 General Securities license.

Wendell is married to Betsy and they have two children, Erin & Rard, along with their dog Zippy.


View Wendell’s Form ADV Part 2B

Wendell Heximer