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Get to Know JC Wealth Management Group

Dedicated to Your Financial Understanding

Brian Long, CPA Photo
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Brian Long, CPA

Partner

Brian Long, CPA

Partner


Brian is a partner in the Wealth Management Group in the Lancaster and Hilliard Offices.


Professional Experience

Brian joined the firm in 1989. As an experienced member of our firm’s Wealth Management and Healthcare Services Groups he has worked with companies in a variety of other industries including real estate, construction, hospitality and restaurants. He has worked with many middle market and private companies within JCC’s client base. During his career, Brian has gained extensive experience in serving physicians with practice management.


Education

  • BSBA, Bachelor of Science in Business Administration in accounting, The Ohio State University
  • Certified Public Accountant, Licensed in Ohio
  • Series 7 and 66
  • Ohio Life and Health

Professional and Community Affiliations


  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants (OSCPA)
  • Lancaster Fairfield County Chamber of Commerce – Past President
  • Lancaster Rotary Club – Honorary Past President
  • Honor Flight Columbus – Treasurer
  • Fairfield County Revolving Loan Committee – Board Member

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Keith Lewis, CPA Photo
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Keith Lewis, CPA

Partner

Keith Lewis, CPA

Partner


Keith is a partner


Professional Experience

Keith joined JC & Company in 1997 and has been a partner in the firm since 2006. He has worked with companies and individuals in many different types of industries including construction, retail and agriculture. During his career, Keith has gained a considerable amount of experience in serving private entities in various industries as well as working with individuals. He has worked with numerous middle market and private companies at his time here with JC & Company.


Education

  • BBA, Business Administration in Accounting, Ohio University
  • Certified Public Accountant, Licensed in Ohio 


Professional and Community Affiliations

  • American Institute of Certified Public Accountants
  • Ohio Society of Certified Public Accountants
  • Hilliard Area Chamber of Commerce, Treasurer

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Nate Wollenberg Photo
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Nate Wollenberg

Financial Advisor


Nate Wollenberg 

Nate is a Financial Advisor with JC Wealth Management Group, LLC.


Professional Experience

Nate joined JC Wealth Management Group, LLC. In 2009.  Nate is experienced in establishing and administering financial plans which leads to helping investors reach goals beyond company sponsored retirement plans.  During his career, Nate has worked with many businesses and individuals and is focused on building relationships to help them achieve their goals.  


Education

BBA, Bachelor of Business Administration in Finance, Tiffin University

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Personal and Family 

Nate is a native of Central Ohio.  Outside of work he enjoys both watching and playing sports as well as spending time with his wife, Michelle and his son, Jack. 

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