Preston Ptak
Financial Analyst

Preston Ptak

Preston Ptak

Financial Analyst

Preston is our financial analyst. He will be assisting with trading, research, and help in supporting our investment committee as a financial analyst.

Preston joins us with a background from Huntington and Charles Schwab. He graduated from Bowling Green State University with a bachelor's in Spanish and Sociology in 2010. In 2017 he finished his MBA at Cleveland State University. He lives in Copley with his wife. He enjoys reading, exercise/fitness, travel, time with friends and family, and always a great movie.
 

Lineweaver Financial Group is independently owned and operated. Securities offered through Triad Advisors, LLC, Member FINRA / SIPC Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC, is not affiliated with Triad Advisors, LLC.

*: Yahoo.com Article: 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.

1: Crain's Top 25 RIA: Based on assets under management

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