"Time is your most important asset. We'll help you spend it wisely."
Jonathan Torrens, CFP® is the Founding Principal, Managing Partner, Chief Investment Officer, and President of TCM Wealth Advisors (“TCM”). With over 35 years of financial services experience, Jon left his role as a Senior Vice President at Merrill Lynch in 2004 to establish TCM, a fiduciary fee-only investment advisory and wealth management firm. His mission: to provide clients with independent, unbiased, and trusted fiduciary financial advice.
Jon’s primary focus is building and preserving generational wealth through goal-based financial planning for individuals, small business owners, high-net worth professionals, and institutions. He works diligently to help preserve and protect client wealth against unnecessary income, capital gains and estate taxes.
Throughout his financial planning career, Jon has conducted comprehensive financial and retirement planning workshops for public and privately held corporations, non-profit organizations and educational institutions. Outside of work, he volunteers weekly at Akron Children's Hospital as a dedicated Doggie Brigade Team Member. He also enjoys cross-training, reading, sailing, skiing, and traveling. He is a devoted husband, father of two boys, and proud owner of a Mini-Goldendoodle registered with Pet Partners as a therapy animal.
A CERTIFIED FINANCIAL PLANNER™ practitioner, Jon is certified by the CFP Board of Standards in Washington, D.C. and is a member of The Financial Planning Association (FPA) and its Northeast Ohio Chapter (FPANEO).
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the CFP Board of Standards, awarded to individuals who successfully complete rigorous initial and ongoing certification requirements.
Jonathan Torrens is a CERTIFIED FINANCIAL PLANNER™ Professional
Jonathan Torrens is a Financial Planning Association Member
Jody Snively serves as Director of Client Relations at TCM Wealth Advisors, where she has been a dedicated team member since 2006. In this role, she oversees all aspects of client servicing, from initial engagement and onboarding through ongoing relationship management.
Jody's responsibilities encompass facilitating client applications and required documentation, coordinating comprehensive financial plan preparation and implementation, managing client service requests, and organizing client meetings. Her methodical approach, ability to work independently, and unwavering commitment to client confidentiality make her an invaluable resource for TCM's clients.
Prior to joining TCM, Jody spent 20 years in the banking industry, where she honed her office support and customer service expertise. Her dedication to excellence in fee-only financial planning led her to earn the Financial Paraplanner Qualified Professional™ (FPQP™) designation through the College for Financial Planning.
Outside of work, Jody is actively involved in her local church, where she volunteers regularly and contributes to various community initiatives. A devoted wife and grandmother to four grandchildren, she enjoys reading, music, home decorating, and caring for her French Bulldog, Zoe.
"From the first day on the job, I had four very big shoes to fill."
Rafferty Macaroni Torrens has proudly served as our Chief Morale Officer™ (CMO) since puppyhood. Just two days after his first birthday, on May 20, 2023, Rafferty passed his first Doggie Brigade team evaluation and officially joined the Akron Children's Hospital Doggie Brigade as a registered Pet Partners therapy animal.
As the only Mini-Goldendoodle Doggie Brigade team member and the only one rocking Baby Crocs and Converse Chuck Taylors, Rafferty reports for hospital duty every Friday morning. He brings comfort, joy, and unconditional love to young patients, their families, and the dedicated hospital staff who care for them. His gentle and loving presence offers healing beyond medicine through warm cuddles, bright smiles, and moments of pure happiness during challenging times.
During the week, Rafferty extends his morale-boosting magic to the TCM Wealth Advisors team and clients at our Fairlawn, Ohio office, offering his signature brand of "thera-puppy" support both in person and during virtual meetings with clients across the country.
At TCM Wealth Advisors, we believe in giving back to our community and bringing heart to everything we 'doodle'—values Rafferty embodies every day. You can discover fun facts about Rafferty here, and follow his heartwarming weekly adventures on his Instagram account: @raffmondoodle.
“I won't rest (under my desk) until we map out a solid plan to help you achieve financial bliss.”
Macaroni Torrens served as the Chief Morale Officer™ (CMO) Emeritus of TCM Wealth Advisors for thirteen incredible years, holding this cherished position since puppyhood. His steadfast mission was helping every client feel welcome and at ease during office visits. With global markets in constant motion, Macaroni provided reassuring calm to help clients stay focused on their long-term financial goals. Anything shared with Macaroni was held in the strictest confidence—he had "big ears and a small mouth," as the saying goes.
Macaroni was also a registered therapy animal with Pet Partners, the national leader in promoting positive human-animal interactions. Beyond the office, he served as a dedicated team member of the Doggie Brigade at Akron Children's Hospital. Every Friday, Macaroni brought joy, comfort, and instant smiles to young patients, family members, and hospital staff during his hospital visits.
Macaroni's legacy of unconditional love and dedicated volunteer service lives on through his younger brother Rafferty, continuing to inspire all who knew him.
TCM Trivia to Help Brighten Your Day:
Macaroni's Favorite Article: "Akron Children's Hospital's Doggie Brigade Brings Comfort..."
Macaroni's Favorite Song: "Like My Dog" by Billy Currington.
Macaroni's Favorite Movie: "A Dog's Purpose."
Macaroni's Favorite Book: "All I Know About Management I Learned from My Dog."
Macaroni's Favorite Snack: Smoked cheddar cheese curds 'imported' from Wisconsin.
Macaroni's Favorite Charities: Akron Children's Hospital, Fighting For Alyssa, and Pet Partners.
Macaroni's Favorite 'Macronym': "Mighty Affectionate Canine."
Macaronis's Favorite Day of the Week: Friday—it was his volunteer day at Akron Children's Hospital
Macaronis's Favorite Financial Dogma: "The best way to make money in the long-term is to not lose it in the short-term."