Wealth Strategists

John T. O’Brien CRPS®, CRPC®

Senior Wealth Strategy Associate

John is a Senior Retirement Plan Consultant and Chartered Retirement Plan Specialist® with Findley Wise Wealth Management. The foundation of each partnership he manages begins with the implementation of a tailored agenda that is focused on three competencies: Fiduciary Governance, Investment Management & Selection, and Individualized Education. His diverse background serving businesses and their employees over the past 17 years is a primary factor in the continued growth and retention of the group's Retirement Plan Consulting business. John attended the University of Toledo and also holds multiple designations from the College for Financial Planning. He is an active member of the Findlay Club of Rotary International and in his free time enjoys competitive shooting, golf, and a good pinot noir. John resides in Findlay with his wife, Megan, and their two children.

Lauren A. Douglas

Wealth Strategy Associate

Lauren is a Wealth Strategy Associate for Findley Wise Wealth Management within UBS. With over 8 year's experience, she specializes in corporate marketing, business development, event planning, and overall client experience. Through her experience, she helps guide the team to innovative marketing, face to face interaction with clients, and oversees all Findley Wise events. Lauren's attention to detail and outstanding personal service to clients has won her the respect of clients and business associates alike.

Lauren earned her bachelor's degree from Bowling Green State University and has a sales and marketing certification from the College of Charleston. She is very involved throughout the community. Lauren is on the Board of the Boys and Girls Club, the Board of The University of Toledo's Women and Philanthropy, is an emerging leader for United Way, and is involved with The Toledo School for the Arts, Toledo Rotary, and the Toledo Art Museum. Lauren is a native of Sylvania, Ohio and currently lives in Toledo, Ohio with her husband Bruce and son Peter.

Huy Ly Le

Wealth Strategy Associate
Florida Office

Huy serves as a Wealth Strategy Associate for Findley Wise Wealth Management's Florida office within UBS. He specializes in the development and implementation of asset allocation strategies, portfolio risks management, and investment analysis. He is also actively engaged in the development of comprehensive financial plans. Huy is Series 7 and Series 66 licensed and is currently pursuing the Chartered Financial Analyst (CFA) designation.

Huy grew up in South Carolina and graduated from the University of South Carolina with a degree in Finance and Accounting. While attending the university, he co-founded the Carolina Investment Association and Carolina Fund. Both organizations aim to provide the most practical and educational investment experience for undergraduate business students. He enjoys supporting a wide range of children charities and has been involved with the Bonita Springs Young Professionals.

Contact Us

5757 Monroe Street
Sylvania, OH 43560
(419) 318-5500
(855) 258-6295