Contact Us

What is financial freedom? It’s having the confidence to make the right financial choices in life, knowing your goals are on track and that your financial matters are being properly addressed, and that you are fully prepared for the future and all the well-earned enjoyment to come.

At Wells Trecaso Financial Group, you’ll find experienced and caring financial professionals here to provide the comprehensive financial planning you need, while delivering an extraordinary level of personal service and attention. Let us show you how we can make a difference in your life.

All fields marked with (*) are required.



Douglas E. Wells

Douglas E. Wells

Managing Director
Chief Investment Officer

330.752.4843


Ralph E. Trecaso

Ralph E. Trecaso

Managing Director
Family Wealth Advisor

330.752.6093


Christopher C. Walters

Christopher C. Walters

Managing Director
Financial Advisor

330.752.7951


Michelle L. Weaver

Michelle L. Weaver

Client Service Director

330.752.8825


Andrea B. Otte

Andrea B. Otte

Client Service Director

330.752.1904


Samuel J. Trecaso

Samuel J. Trecaso

Investment Associate

234.260.6953

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.