Ken A. Dodson, CPA, PFS
Ken is the founding principal of The Wealth Advantage Group, Inc. and works directly with clients across the US and internationally. As President and Chief Compliance Officer, Ken is responsible for overseeing the investment advisory services of our firm. Ken graduated from The Ohio State University and obtained his MBA from Indiana University.
Ken began his professional career in 1979 with Price Waterhouse. Kens background in taxes, investment banking, and real estate allows The Wealth Advantage Group to design sophisticated wealth management strategies for our clients.
Ken’s service to the planning profession has spanned nearly 30 years. He has served at the local, state and federal level, providing leadership to the profession in many areas. Most recently, Ken served as technical editor of “Prudent Practices for Investment Advisors”, a handbook developed by fi360 to define a global fiduciary standard of excellence.
Michael G. DiSalvo, CFP®, EA
Mike is responsible for investment research and portfolio management in addition to his duties as client relationship manager. He is a Certified Financial Planner™ and an Enrolled Agent Licensee. Mike graduated from The Ohio State University with a Bachelor of Science in Business Administration, majoring in accounting and marketing.
For Mike, meeting with clients and developing a comprehensive plan to achieve short- and long-term financial goals is important. “It’s the relational aspect of my work that I find most rewarding,” Mike says. "Financial planning ultimately serves people and the people they care about. I define my own success as helping others achieve financial dreams and goals.” It’s this approach that results in clients who trust The Wealth Advantage Group over a lifetime and often across generations.
Amy S. Wilhelm
Amy brings to The Wealth Advantage Group, Inc. years of experience in customer service and client relations. She has worked in the financial planning industry for more than twelve years and possesses extensive knowledge in the areas of investment service, account trading and data management. She is the WA Group's "go-to" person for daily investment management operations. Amy graduated from The Ohio State University with a Bachelor of Science in Education.