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Our Team
With over 125 years of combined industry experience, the team at MDM Wealth Management strives to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation and wealth distribution.
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Jeffrey A. Mossbarger, AAMS®
Senior Vice President / Wealth Management, Financial Advisor

Drew G. Deimling, AIF®, AWMA™
First Vice President / Wealth Management, Financial Advisor

Christopher A. Moler, CFP®
First Vice President / Wealth Management, Financial Advisor

Lisa E. Willhoite
Senior Registered Private Client Associate

Samuel A. Mathis, CFP®, CIS™
Account Executive

Taylor M. Morgan
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Our Process
No needs are more important than your own. At MDM Wealth Management, our client commitment is the same today as it has always been - since our founding, we’ve made your needs, your goals, our own.

College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.

Financial Planning
No matter where you are in life–we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We have many extraordinary clients located from coast to coast in the United States, and we want to take some time to spotlight their achievements. Each month a new client will have their time to shine!

Wolfhouse
The Wolf House is now being restored to its original state and will soon become an art museum.

Angel Flight Pilot: Sam Nelson
Sam Nelson, one of our clients, flies around the USA to help people in need.

Coral Reef Scientist John Reed
John specializes in research and conservation of the coral reefs. He’s led many research expeditions in over 40 countries.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

Up Next: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.

Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!

Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 06, 2025

Keep More of What You Earn: Building a Tax-Smart Portfolio
By making tax-smart decisions about what you invest in and where you hold it, you can keep more of your money working for you. Here’s how to build a tax-smart portfolio.
October 06, 2025

Fixed Income Market Update
In a shifting rate landscape, balance is key. Our latest fixed income market update highlights how a barbell of high-grade bonds and private credit—where appropriate—may help investors manage risk and pursue opportunity.
Read the full report by clicking the link below.
September 26, 2025

Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Office Information
