Broker Check

About Us

Our Firm
Serving You
Since 1998

Our core purpose is to deliver returns for our clients who entrust their assets to our care.

We do this by placing enormous trust in our people – a diverse, talented and creative team – who each take responsibility for their part in making Wellington Financial the rigorous, disciplined and innovative company it is.

Meet Your Team
Our People Are Our Greatest Asset,
And We Invest Heavily In Them

Waterville Office

Adam Lublin

Adam Lublin

Managing Partner & Wealth Advisor

419-556-4009

Brittany Nowicki

Brittany Nowicki

Director of Client Experience

Carmen Miller

Carmen Miller

Service Advisor

David Riggenbach

David Riggenbach

Managing Partner & Wealth Advisor

419-556-4010

Dylan Clement

Dylan Clement, CEPA®

Managing Partner & Wealth Advisor

419-556-4022

Ellie Riggenbach

Ellie Riggenbach

Receptionist

Kelly Cunningham

Kelly Cunningham

Director of Operations

Valerie Miles

Valerie Miles

Client Relationship Manager

Adam Lublin

Adam Lublin

Managing Partner & Wealth Advisor

419-556-4009

Brittany Nowicki

Brittany Nowicki

Director of Client Experience

Carmen Miller

Carmen Miller

Service Advisor

David Riggenbach

David Riggenbach

Managing Partner & Wealth Advisor

419-556-4010

Dylan Clement

Dylan Clement, CEPA®

Managing Partner & Wealth Advisor

419-556-4022

Ellie Riggenbach

Ellie Riggenbach

Receptionist

Kelly Cunningham

Kelly Cunningham

Director of Operations

Valerie Miles

Valerie Miles

Client Relationship Manager

Oregon Team

Adam Lublin

Adam Lublin

Managing Partner & Wealth Advisor

419-556-4009

419-556-4009

Brittany Nowicki

Brittany Nowicki

Director of Client Experience

Carmen Miller

Carmen Miller

Service Advisor

David Riggenbach

David Riggenbach

Managing Partner & Wealth Advisor

419-556-4010

419-556-4010

Dylan Clement

Dylan Clement, CEPA®

Managing Partner & Wealth Advisor

419-556-4022

419-556-4022

Ellie Riggenbach

Ellie Riggenbach

Receptionist

Kelly Cunningham

Kelly Cunningham

Director of Operations

Valerie Miles

Valerie Miles

Client Relationship Manager

Contact Us
Let’s Build A Plan For
Your Goals

You have seen our process; now let’s see how it applies to you. Whether you are ready to define major life goals or simply need a second opinion on your current path, we invite you to schedule a short, introductory call. Let’s determine if our team is the right partner to guide you along your journey.

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