3500 Massillon Road
Hi, my name is Mike Sobitz and I have over 40 years’ experience helping clients with their financial planning journey. My career began at a national CPA firm and after six years transitioned to a local CPA firm where I spent the next four years. It was at this point I realized my passion was helping clients navigate all facets of their financial planning including wealth management, retirement planning, income tax planning and estate planning. Through getting to know my clients on a very personal level, I strive to deliver financial advice that is built on trust and integrity.
I am a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant (CPA) and graduated from the University of Akron in 1969 with a Bachelor of Science degree in Accounting and Finance.I am married to Kathy and have two children, Rachel and Josh, a daughter in law Beth and two grandchildren Nora and Sam. I have been greatly blessed. I enjoy serving at our church, spending time with my family and playing golf!
Hi, I go by Josh, thanks for taking some time to read a little bit about me. I began my career in the financial services industry over 20 years ago as a Financial Advisor with Sobitz Financial Group. My passion for Finance, Accounting, Forecasting/Budgeting and Investments led me into a 13-year span with a national healthcare organization and ultimately a Fortune 500 retail pharmacy chain. During that time, I was able to learn how to successfully implement Finance/Pricing strategies, lead corporate Forecasting/Budgeting initiatives and be a part of the Mergers and Acquisitions team. This experience in all facets of the corporate financial world led me back to working with individuals to achieve their financial goals as many of the same or similar financial strategies and planning techniques can be utilized. I love getting to know our clients on a personal level and developing a financial plan that will help them achieve their goals and aspirations. I graduated from Kent State University in 2002 with a Bachelor of Business Administration in Finance and went on to graduate from Malone University in 2008 with a Masters of Business Administration.
I am lucky to be married to my wife Beth and have two children, Nora and Sam. I enjoy serving at our church, yardwork and also playing golf!
Hi, my name is Bill Bush. I have over 40 years’ experience in the financial services industry. I began my career in the insurance business and obtained the Chartered Life Underwriter (CLU®) designation to help individuals and families with their insurance planning. I realized there was more to financial planning than just insurance and obtained the Chartered Financial Consultant (ChFC®) designation and for the last 35 years have helped individuals and families reach their financial goals and aspirations through trust and communication. I believe both insurance and investment planning are essential to a complete financial plan. I am a registered representative in both Ohio and Florida.
I am married to Linda and have two children and three grandchildren.
Executive Assistant/ Office Manager
Hi, I’m Linda and the Executive Assistant and Office Manager at Sobitz Financial Group. I run day to day operations at the office and assist clients with any needs they may have. I have been with the firm for more than 30 years and genuinely enjoy interacting with our clients.
I am married to Earl and have two children, Wayne and David, and two granddaughters, Rylie and Piper who are the joy of my life!
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.