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"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”). Jon brings more than 30 years of financial service experience to TCM and his clients. In 2004, after deciding to leave Wall Street as a Senior Vice President at Merrill Lynch, Jon formed his own fee-only investment advisory and wealth management firm to provide TCM clients with independent, unbiased and trusted, fiduciary advice. Jon’s primary focus is building and preserving client wealth by providing goal-based financial planning solutions to a variety of individuals, small business owners, 'high-net-workers,' and institutions. He works diligently to help preserve and protect client wealth against unnecessary income, capital gain and estate taxes.
Jon is a CERTIFIED FINANCIAL PLANNER™ Practitioner certified by the Certified Financial Planner Board of Standards in Washington, DC. He is a proud member of The Financial Planning Association (FPA) and The Financial Planning Association Northeast Ohio Chapter (FPANEO).
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. The happy father of two boys and one Goldendoodle, Jon enjoys spending his free time away from the office volunteering at Akron Children's Hospital, cross-training, reading, sailing, skiing and traveling.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
Jonathan Torrens is a CERTIFIED FINANCIAL PLANNER™ Professional
Jonathan Torrens is a Financial Planning Association Member
Jody Snively is the Director of Client Relations at TCM Wealth Advisors. Her primary responsibility is to support TCM’s client servicing efforts. This includes client engagement and client onboarding as well as facilitating the preparation of client applications and various required forms, and client financial plan preparation, implementation, and documentation. Also, Jody handles on-going client service requests and coordinates client meetings. Her careful, methodical approach, comfort in working independently and respect for client confidentiality are valuable qualities she embraces in her various day-to-day client support activities.
Before joining TCM Wealth Advisors, she worked for 20 years in the banking industry where she developed office support and customer service skills. With a strong commitment to the fee-only financial planning process, Jody earned the designation of Financial Paraplanner Qualified Professional™ (FPQP™) through the College for Financial Planning.
"I won't rest (under my desk) until we map out a solid plan to help you achieve financial bliss."
Mac is the Chief Morale Officer™ ('CMO') Emeritus of TCM Wealth Advisors. He has held this cherished position since puppyhood. As the firm's CMO, Mac's steadfast mission is to help every client feel welcome and at ease when they visit the offices of TCM. With global markets constantly in motion, it's reassuring to know that Mac will always be here to help keep you calm and focused on your long-term financial goals. Please know that anything you decide to share with Mac will always be held in the strictest confidence. He has "big ears and a small mouth" as the saying goes.
Mac ("Macaroni") is also a registered therapy animal with Pet Partners, an organization that is the national leader in promoting positive human-animal interactions. When Macaroni is away from the office giving back to his community, he is a dedicated team member of the Doggie Brigade at Akron Children's Hospital. One day every week, Macaroni brings joy, comfort, and instant smiles to the young patients, family members, and hospital staff that he visits with at Akron Children's Hospital.
TCM Trivia to Help Brighten Your Day:
Mac's Favorite Article: "Akron Children's Hospital's Doggie Brigade Brings Comfort..."
Mac's Favorite Song: "Like My Dog" by Billy Currington.
Mac's Favorite Movie: "A Dog's Purpose."
Mac's Favorite Book: "All I Know About Management I Learned from My Dog."
Mac's Favorite Snack: Smoked cheddar cheese curds.
Mac's Favorite Charities: Akron Children's Hospital, Fighting For Alyssa, and Pet Partners.
Mac's Favorite 'Macronym': "Mighty Affectionate Canine."
Mac's Favorite Day of the Week: Mac volunteers every Friday at Akron Children's Hospital.
Mac's Favorite Financial Dogma: "The best way to make money in the long-term is to not lose it in the short-term."