AMFG Wealth Management LLC

Alfred Feronti is a financial advisor with AMFG Wealth Management LLC in Westlake, OH, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with A & M Financial Group since 1989 and held prior roles at Hazard & Siegel Inc. Feronti owns A & M Financial Group Inc., a company involved in the sale and servicing of fixed insurance products and acting as a solicitor for Hazard & Siegel Advisory Services LLC. AMFG Wealth Management LLC is a small team advisory firm managing approximately $44 million for individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm provides portfolio management, financial planning, and third-party manager selection, utilizing modern portfolio theory and a range of investment strategies including covered-call options.

Zachariah Spicer is a financial advisor with AMFG Wealth Management LLC in Ashland, OH, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Oneamerica Securities and American United Life. He is also a licensed life insurance agent involved in the sale of life, disability, annuities, and long-term care insurance products. AMFG Wealth Management LLC is a small team advisory firm managing approximately $44 million for individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm provides portfolio management, financial planning, and third-party money manager referrals, employing both long- and short-term trading strategies including covered-call options.

Steven Mattern is a financial advisor with AMFG Wealth Management LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equity Services Inc, National Life Group, Prudential Insurance Company of America, and Edward Jones. Outside of his advisory work, he is involved as a coach for Special Olympics. AMFG Wealth Management LLC is a small team advisory firm managing approximately $44 million for individual clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and third-party money manager selection, employing modern portfolio theory and both long- and short-term trading strategies.

William Demarco is a financial advisor with AMFG Wealth Management LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at ORG Partners, WealthShield Partners, and several insurance and investment firms. Outside of advising, he owns a promotional products distribution business and works as a loan originator. AMFG Wealth Management LLC is a small team firm managing approximately $44 million for individual clients, pension plans, charitable organizations, and corporations. The firm provides portfolio management and financial planning, employing strategies based on modern portfolio theory and utilizing a mix of mutual funds, fixed income, equities, ETFs, and annuities.