Who We Are

  • Michael R. Wilcox
    Chairman & CEO

  • Patrick Kenney
    Financial Advisor

  • Jarrod F. Hirschfeld
    Executive Vice President

  • Peter J. Winovich III
    Financial Advisor

  • Ben Wilcox
    Account Executive

  • Thomas Geissler
    Portfolio Specialist

  • J. Christian Piazza
    Financial Advisor

  • Alex B. Levy
    Financial Advisor

 

Michael R. Wilcox

Michael R. Wilcox, founder of Wilcox Financial and Wilcox Sports Management, is a rare breed among financial advisors. Knowledgeable and trustworthy, personable and passionate, Mr. Wilcox provides high-level professional financial advice for his diversified clientele. Wilcox Financial is a diversified financial services and consulting company with a long tradition of growth.

Since founding Wilcox Financial in 1982, Mr. Wilcox has directly served his clients in 39 states and 12 countries. As a Registered Investment Advisor, he leads a professional team of financial advisors and long-term investment professionals serving more than 2,500 corporations and executives, closely held family business owners and high-networth individuals.

Mr. Wilcox is a financial advisor with authenticity, borrowing from his experience as a three-time All-American athlete in recognizing uncultivated opportunities for his clients. He founded Wilcox Sports Management in 2001 to deliver financial, investment, tax and estate planning advice to over 300 Football and Basketball Coaches, University Presidents, Athletic Directors and Conference Commissioners throughout the country. His personal athletic accomplishments in lacrosse, hockey and football are recognized in the Ohio Lacrosse Hall of Fame, and the Athletic Halls of Fame of Bowling Green State University, the Peddie School and Ithaca High School.

INDUSTRY ACHIEVEMENTS

For more than three and a half decades, Mr. Wilcox has been a member of the Top of the Table, which consists of the top one tenth of one percent of the world's financial service professionals. Mr. Wilcox also served on the board of this organization. Mr. Wilcox is an authority in the areas of financial, estate and compensation planning. He is also a renowned author and speaker and has spoken to groups in over 25 countries and 35 states.

RECOGNITION AND AWARDS

  • Bowling Green State University, Department of Intercollegiate Athletics, 2013-2014 Distinguished Alumnus Award Recipient
  • Bowling Green State University, Entrepreneurial Hall of Fame
  • Bowling Green State University, Top 100 alumni in 100 years
  • GMAC Bowl Champion of Life Award Recipient, 2008, in recognition of his unique professional accomplishments and philanthropic efforts
  • Lou Holtz/Upper Ohio Valley Hall of Fame, 2008 Distinguished American Citizen Honoree
  • 2003 Lester A. Rosen Humanitarian and Achievement Award Recipient

CURRENT AND PREVIOUS LEADERSHIP, SERVICE, PHILANTHROPY

Current Activities

  • The Fiesta Bowl Board of Directors
  • The Culver Academies Board of Trustees
  • The Toledo Symphony Orchestra Board of Trustees
  • Lou Holtz/Upper Ohio Valley Hall of Fame Trustee
  • Falcon Club (Bowling Green State University Athletics Boosters)Donor

Previous Affiliations

  • Bowling Green State University Board of Trustees Board Member and Chairman
  • Bowling Green State University Foundation Board Member
  • U.S. Lacrosse Foundation Board Member and Chairman
  • Huntington National Bank Board Member
  • Toledo Hospital Foundation Board Member
  • United Way Alexis de Tocqueville Society Chairman and Donor
  • Junior Achievement of Greater Toledo Donor and Youth Mentor
  • American Football Coaches Association Board Member
  • USA Football Board Member (National Governing Body)

Personal

Mr. Wilcox is not only a widely respected authority in the financial sector, but also a successful entrepreneur who owns several other companies in Toledo, OH. He and his wife, Jan, have a son, Ben, a Financial Advisor at Wilcox Financial and Wilcox Sports Management, and a daughter, Sarah, a Partner Services Coordinator for IMG College, Columbus, Ohio.

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Patrick J. Kenney  

Patrick Kenney, a 1983 graduate of Miami University, Oxford, Ohio, was named to the list of Who’s Who in American Universities. With a degree in Accounting, Patrick began a career in public accounting and obtained his CPA designation. Shortly thereafter, Patrick entered the financial services industry and is in his 31st year of running his financial advisory practice.  

As a Registered Investment Advisor, he has extensive experience assisting individuals and corporations in a variety of financial issues and has built a strong reputation in the industry specializing in tax-advantaged investment planning.   

He holds numerous industry awards including a 25-year membership in the Million Dollar Round Table, with 15 years at Top of The Table which recognizes less than 1% of advisors worldwide.  He was Field Advisory Chair Person for Union Central, one of the country’s largest and oldest mutual insurance companies and has qualified for their National Marketing Conference every year since 1986.  In 2005, Union Central selected Patrick as the 23rdinductee into its prestigious Hall of Fame, making him the youngest inductee in the company’s 150-year history. 

Besides his financial advisory practice, Patrick has additional entrepreneurial experience.  In 1987, he and a college fraternity brother started Health Care Solutions, a home health care business which grew to thirty-five offices in five states and which sold in 2003 to a publicly traded industry leader.  He is a co-founder of CareLink Nursing Services which in 2015 celebrates 26 years in business.  In addition, he was a founding member of Ohio Innovations Fund, a venture capital fund which provided initial round financing to technical startup companies, one of which now trades publicly on NASDAQ. 

Patrick maintains a strong commitment to local civic and charitable organizations.  He is a recipient of the Twenty Under Forty Award which recognizes individuals under the age of 40 in Northwest Ohio for leadership in their career and community.  He is currently serving on the University of Toledo Foundation Board of Trustees.  He is a past board member of Toledo Area Chamber of Commerce, Toledo Area Small Business Association, St. Francis de Sales High School, St. Ursula Academy, Toledo Botanical Gardens, St. Joseph Parish, Kids Unlimited, and Keep Toledo-Lucas County Beautiful. 

In 2009, Patrick initiated an annual fundraising event to benefit University of Toledo football. To date, the initiative has successfully raised over $250,000 for the program. 

Mayor D. Michael Collins selected Patrick as the Chairman of the City of Toledo Economic Development Committee which oversees the City’s involvement with regional economic development agencies. 

In support of the Toledo Museum of Art, Patrick and his wife are members of the President’s Council and the prestigious Apollo Society. 

Patrick is a licensed pilot, a marathon runner and an avid fly fisherman.  He and his wife, Maureen, have four children and reside in Sylvania, Ohio.

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Jarrod F. Hirschfeld

Jarrod is a Financial Advisor at Wilcox Financial/Wilcox Sports Management. He is a graduate of Bowling Green State University with a Bachelors of Science degree in Financial Economics. He served as Undergraduate Student Representative to the Board of Trustees, as well as President of the Economics Club and Treasurer of the University Ambassadors. Jarrod is also a graduate of Culver Military Academy, where he graduated with numerous awards in leadership.

Jarrod began his career in the investment business in 2003 and joined Wilcox Financial/Wilcox Sports Management in the fall of 2006. He works with individuals, families, coaches and business owners in the area of financial, business, investment and retirement planning.

In 2006, Jarrod was awarded the Accredited Asset Management Specialist Designation, which helps provide solutions for clients in areas of allocation and risk management. He is dedicated to the needs and success of those he works with. As an Investment Advisor Representative, Jarrod has spoken to groups throughout the United States.

Jarrod served as Treasurer and Board Member for Junior Achievement of Northwest Ohio, an organization that teaches over 22,000 local students business and financial skills annually. He also served as Chairman of the BGSU Alumni Board and has chaired multiple committees apart of the Alumni Association during his five year term on the Alumni Board. He also served as the Alumni Association liaison to the Bowling Green State University Foundation Board for two years. Jarrod is currently a member of his Church Finance Committee as well.

Jarrod, his wife, Erin, and their daughter Adelle reside in Sylvania, Ohio.

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Peter J. Winovich III

Peter J. Winovich III joined Wilcox Financial/Wilcox Sports Management after graduating from Bowling Green State University with a Bachelors of Science degree in Financial Economics.

Since joining the financial services industry, he has qualified for membership in the Presidents Club, Leaders Court, and most recently, Inner Circle through Ameritas, recognizing him for his high level of service to his clients. He is also a 4-time member of the Million Dollar Round Table (MDRT), which is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

Originally from Pittsburgh, Pennsylvania, he was recruited to play football at Bowling Green State University. He helped lead the BGSU football team to two MAC East titles and two bowl games. He excelled both athletically and academically earning recognition into the 2008 National Football Foundation & College Hall of Fame Honor Society, Falcon Club's Junior Scholar Athlete of the Year and ESPN The Magazine Academic All District.

He has served on several boards including the Falcon Club Advisory Board, the Young Alumni board, the Student Athlete Advisory Committee (SAAC) and was most recently elected to the BGSU Alumni Board of Directors.

Peter and his wife, Kristin, live with their daughter Penelope, in Toledo, Ohio.

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Benjamin R. Wilcox

Ben Wilcox joined Wilcox Financial and Wilcox Sports Management after 5 years with Clear Channel Communications. He is a graduate of Bowling Green State University with a Bachelor’s Degree in Communications, where he later served on the Young Alumni Task Force. Outside of class, Ben was the goaltender for the club lacrosse team.

Ben graduated from the Culver Military Academy in Culver, Indiana. He was a member of the Band Unit, played on the hockey and soccer teams, and captained the Varsity B Lacrosse Team.

Ben currently resides in Maumee, Ohio, and in his free time enjoys exercising and photography. He is also a play-by-play commentator for BCSN Television covering high school and collegiate sports .

Ben focuses on financial, investment and estate planning for business owners, families, young professionals, and coaches.

Thomas Geissler

Thomas joined Patrick Kenney at Wilcox Financial in December, 2004 as a client portfolio specialist.  He has 20 years of financial experience and currently holds Series 7, 63, and 66 security registrations as well as State of Ohio Life, Health and Annuity licenses.

He works directly with clients in creating and implementing holistic financial plans.  He specializes in investment research and investment portfolio construction. 

Thomas is actively involved in the Leukemia Lymphoma Society and serves as vice president for the Perrysburg Soccer Club.  He is an avid sports fan who enjoys coaching his kids and playing in several adult leagues.

Thomas graduated from Miami University (Oxford, OH) in 1997 and earned a Bachelor Degree majoring in Finance. He is a Toledo area native that currently resides in Perrysburg with wife Stacy, sons Bennett and Caden, and daughter AnaKate.

J. Christian Piazza

Christian joined Wilcox Financial and Wilcox Sports Management as a financial advisor in August 2016 after graduating from Bowling Green State University with both a Master of Business Administration and Bachelor of Science in Business Administration degree.

The Ann Arbor, Michigan native accepted an athletic scholarship to join the BGSU Football team after spending one post-high school graduate season at Fork Union Military Academy in Virginia. As a part of the Falcon offensive line, he helped lead the team to two MAC Championships, three MAC East Division Titles and four straight bowl games.

Piazza was a very involved student-athlete during his time in Bowling Green, excelling both in the classroom and on the gridiron. He served as a College of Business Student Ambassador and Athletic Department Development Intern encouraging the engagement of prospective, current and former students with BGSU. In addition to his service, he was recognized as the 2015 Mid-American Conference Medal of Excellence recipient, an award given to only one male and one female student athlete at each conference university.  He also earned Academic All-MAC First Team honors twice and was named to the 2015 Wuerffel Trophy Watch List.

Christian lives in downtown Toledo, Ohio and is involved with EPIC Toledo in addition to serving on the BGSU Young Alumni Council and the Toledo Club Membership Committee.

Alex B. Levy

Alex is a Financial Advisor at Wilcox Financial/Wilcox Sports Management. He started with the company as a Securities Analyst in 2016 and is now an advisor with the firm. He is a graduate of Kent State University with a Bachelor of Business Administration in Finance. While at Kent State, Alex was a part of the Economics Club and Entrepreneurial Series of KSU.

After graduation, Alex began his career in finance with a regional bank in 2013 and in May of 2016, Alex joined the Wilcox Financial/Wilcox Sports Management team. He is very passionate about helping businesses, as well as individuals and their families find financial independence and success.

Alex is a native of Northwest Ohio and very active in the community. He currently serves as a board member for Junior Achievement of Northwest Ohio and volunteers at his local libraries. He is a member of the Sylvania Country Club and EPIC Toledo’s young professionals group, as well as the Toledo Chamber of Commerce.

Alex currently resides in Sylvania, Ohio and enjoys staying active at his local YMCA/JCC.

 


 

Our Team

NAME TITLE EMAIL ADDRESS DIRECT PHONE NO.
Ann M. Alford
New Business Coordinator / Network
Administrator
This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9503
Kaetlyn Obey-Link Assistant to Patrick J. Kenney This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9524
Sara J. Everly Controller This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9541
Christine M. Fox Assistant to Patrick J. Kenney This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9521
Thomas Geissler Client Portfolio Specialist This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9523
Cori Hallett Financial Analyst This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9512
Tracy Luu Financial Analyst This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9511
Michael McCarthy Client Service Specialist This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9522
Jessica Montgomery Assistant to Peter J. Winovich This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9530
Jodi Nadeau Receptionist This email address is being protected from spambots. You need JavaScript enabled to view it. 419-537-9407
Christine M. Point Client Relations Specialist This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9502
Linda M. Schilling Executive Assistant to Michael R. Wilcox This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9501
Karen Simpson Assistant to Jarrod F. Hirschfeld This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9544