Our Team
With over 85 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
About Jeffrey

Jeff Mossbarger is a founding member of MDM Wealth Management. Jeff has 36 years of managerial and financial advisor experience. In addition to Series 7, 63, 65 and 8 securities registrations and applicable insurance licenses, Jeff is an Accredited Asset Management Specialist, a professional designation awarded by the College for Financial Planning to professionals who successfully complete educational requirements, pass an exam and agree to comply with a code of ethics.


He holds a bachelor’s degree from Ohio University and has taken post graduate courses at Capital University and Xavier University.

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Drew G. Deimling
Vice President / Wealth Management, Financial Advisor
About Drew
Since 1997, Drew has been providing financial services to individuals and families, making recommendations in line with their financial futures. After graduating from Miami University in Oxford, Ohio with degrees in business and psychology, Drew began his financial services career at Smith Barney. While at Smith Barney, he developed his fundamental investment philosophy and completed advanced training in retirement and investment planning.
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Christopher A. Moler, CFP®
Vice President / Wealth Management, Financial Advisor
About Christopher

Chris began his career in the financial services industry in 2004. As a CERTIFIED FINANCIAL PLANNER™ professional, he loves developing and implementing financial plans for individuals and families to help them achieve their lifestyle goals.   

 

He received his bachelor’s degree from the University of Dayton, which he attended on a soccer scholarship. Chris’s collegiate soccer career enabled him to travel extensively throughout the United States and Europe. He has also held various teaching positions at the University of Dayton and Edison Community College


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Lisa E. Willhoite
Registered Private Client Associate
About Lisa

Lisa Willhoite is the team’s Registered Private Client Associate. Her experience in the financial services industry encompasses more than 30 years. She joined the team in 2008 and coordinates client meetings, reviews and events. Her focus is to ensure that we are interacting and meeting with clients proactively in order to address their needs and exceed their expectations. Lisa holds her Series 7 and 63 registrations in more than 25 states.

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Samuel A. Mathis
Account Executive
About Samuel

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Elizabeth Roebker
Private Client Associate Intern
About Elizabeth

I am a student at the University of Cincinnati majoring in Economics and minoring in Chemistry and Psychology. I am excited to be interning at Janney in order to learn from our amazing team members about careers in finance.

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.