Who We Are

  • Michael R. Wilcox
    Chairman & CEO

  • Jarrod F. Hirschfeld
    Executive Vice President

  • Peter J. Winovich III
    Financial Advisor

  • Ben Wilcox
    Financial Advisor

  • J. Christian Piazza
    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
  • Lou Holtz/Upper Ohio Valley Hall of Fame Trustee
  • Falcon Club (Bowling Green State University Athletics Boosters)Donor
  • John McLendon Scholarship Foundation Board of Trustees

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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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's Adelle & Alyssa 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, his wife, Kristin, and their children, Penelope, Naomi and Peter, III, reside in Sylvania, 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.

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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.

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Our Team

NAME TITLE EMAIL ADDRESS DIRECT PHONE NO.
Ann M. Alford
New Business Coordinator / Network
Administrator / Insurance Specialist
This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9503
Jason Connell Investment Specialist This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9533
Sara J. Everly Controller This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9541
Tracy Luu Financial Analyst This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9511
Rachel Nissen Assistant to Peter J. Winovich This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9530
Justine Morneau

Assistant to Alex Levy,

J. Christian Piazza and Ben Wilcox

This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9527
Christine M. Point Client Relations Specialist This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9502
Donna Robinson Assistant to Jarrod F. Hirschfeld, Executive Vice President This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9547
Debbie Samu Receptionist This email address is being protected from spambots. You need JavaScript enabled to view it. 419-537-9407
Ellen Thornberry Assistant to Jarrod F. Hirschfeld, Executive  Vice President This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9544
Sathika Peters Financial Analyst This email address is being protected from spambots. You need JavaScript enabled to view it. 419-725-9512