Our Team
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.
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
Lisa Willhoite is the team’s Senior 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.
Sam joined the MDM Wealth Management team in 2019. He obtained his bachelor’s degree with a specialization in Financial Planning from the University of Cincinnati. Sam holds his Series 7 & 66 securities registrations and applicable insurance licenses. As a CERTIFIED FINANCIAL PLANNER™ professional, he enjoys creating holistic financial plans and implementing investment strategies to simplify your financial life. He is the team’s insurance specialist, helping clients preserve and secure their legacy through long term care & life insurance solutions.
Taylor is the newest member of our team, joining as our Private Client Associate. After graduating from Miami University of Oxford, Ohio with her Bachelor's Degree in Early Childhood Education, Taylor taught first grade for three years in Lebanon, Ohio. Although this has been a big change in careers, Taylor is very excited to join the MDM team and get to know our clients. She looks forward to working alongside the team and getting to know our amazing clients.