Our Team
What It’s Like Working WithWright Financial Group
Our Team
Nick Norvell is a dedicated professional in the field of financial services. Born and raised in Toledo, Ohio, Nick has deep roots in the community and a genuine commitment to its prosperity. He began his successful career after graduating from the University of Toledo in 2019.
With a strong foundation in financial services and a deep understanding of his clients’ needs, Nick is a trusted advisor for individuals and businesses alike. He combines his knowledge with genuine care for his clients, providing personalized financial solutions to help them achieve their goals.
Currently residing in Toledo with his girlfriend, Tori, and their beloved black labs, Tux and Piper, Nick understands the importance of family and companionship. Away from the office, he enjoys spending quality time with loved ones.
Spencer Georgetti brings both financial expertise and deep community roots to his role as Client Service Advisor. He earned his Master of Science in Accounting from Adrian College and has dedicated his career to helping individuals and families navigate their retirement income planning with confidence.
Spencer understands that major life transitions require thoughtful guidance and personalized attention. He’s committed to providing clients with the insight and capability they need to make informed decisions about their financial futures.
Outside of the office, Spencer enjoys golfing, playing tennis, and spending quality time with his wife, Amber, and their two daughters.
Ana Wright is a native of Lima, Peru, and has lived in Toledo, Ohio for the past decade. She graduated from Tecsup University in Lima with a degree in Electronics and earned her IT and Marketing degrees from ITT Technical Institute in Florida. Ana is married to Matthew Wright and has three beautiful children, Olivia, Jacob, and Ethan. She enjoys working with clients in the area of customer service and creating “the wow experience” for our clients.
Michele Swartz has been Dave’s Administrative Assistant for 21 years and is a valuable, experienced member of Wright Financial Group. She handles client services and new business operations daily and is well-known and respected by our clients. Michelle lives in Perrysburg, Ohio, is married, and has a daughter who lives in Canton.
An alumnus of Bowling Green State University, Riley Carson brings her experience and enthusiasm to the team. Riley manages multifaceted marketing campaigns and coordinates educational workshops both online and locally. Her dedication to crafting innovative marketing strategies extends beyond the business realm; for her, it’s also about building meaningful connections. By incorporating Wright Financial Group’s vision into every campaign, seminar, and interaction, Riley ensures that clients receive expert financial guidance while becoming part of a community committed to securing their retirement dreams.