Managing Partner
Financial Advisor
 

Tom provides experienced and knowledgeable service to high net worth individuals in all stages of life.  Using a goal based approach he works closely to guide clients through every state of their financial journey. 

Tom offers over 45 years of investment experience.  He began his career upon graduation in 1976 at a major investment firm.  Over the years Tom experienced growth in his skills, knowledge, resources and abilities that allow him to know how to approach all phases of the economic and investment cycles.

For decades, Tom has been growing his team to what –and who- it is today.  The advisors and associates have combined industry experience of over 200 years. 

In addition to graduating from the University of Akron, Tom also served at the University as an Adjunct Instructor in Finance for over 30 years.  He taught both traditional university students as well as candidates working towards a CFP® certification. 

For three years during the 1980s, Tom also served as the market commentator for the weekly live television show “In Business” on Akron’s PBS affiliate Channels 45/49.

Tom is a lifelong Akron resident where he continues to reside with his wife.  They have three grown daughters and five grandchildren.  Outside of the office, Tom is the current Chairman for the Greater Akron Musical Association (Akron Symphony) Foundation and the Akron Advisory Board of Apollo’s Fire Baroque Orchestra.  He also services on the Professional Advisor Council of the Akron Community Foundation and The University of Akron’s College of Business Advisory Board.

 

CA Insurance License Number 4400711. Resident State: OH


Education

BS/BA- Finance- The University of Akron
MBA- Finance- The University of Akron
CFP – Certified Financial Planner

Todd Guilliam, CFP®
Partner
Financial Advisor

For over 32 years, Todd has helped clients identify and obtain their financial goals.  He develops individual strategies and executes the plan to help make their goals a reality.  When it comes to serving his clients, Todd is focused, hardworking, and resilient.  He has experienced numerous market shifts and changes always remaining calm and steady through it all.  Todd has dedicated his career to serving clients well by delivering the personalized investment planning services they deserve.

Todd is a lifelong learner.  After college and a Masters level of education, he continues to expand his knowledge with books, articles and research.  Todd also enjoys learning about his clients and their stories.  He considers it a privilege to watch families grow, ultimately serving multiple generations through the years. 

Todd comes from Midwestern family values focused on faith, family, and community.  He spends most of his free time with his wife and their four children.  He finds tremendous fulfillment in supporting his children’s hobbies and interest including coaching their various sports teams or visiting them in college.  Todd has also been engaged in the community having served on several non-profit boards throughout the Northeastern part of Ohio.  Todd looks for ways of integrating his values and interests with those of his clients by supporting their philanthropic focus and passions. 

With Todd as their Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional, clients know they’ll be taken care of.

Contact:
330-932-4111

Paul Bertsch
Senior Vice President

Paul Bertsch has seen it all with nearly 60+ years of experience in the financial industry.  He started as a trainee with Merrill Lynch in New York City when J.F. Kennedy was President.  He collected experience as a stock broker and a Financial Advisor at many large companies, working his way through the industry along the way.  As a current partner with Clark, Guilliam, Bertsch Wealth Management of Wells Fargo Advisors Financial Network, Paul leverages his vast experience to benefit his clients.

Paul brings his extensive experience as a Financial Advisor to better understand the goals of his clients, helping them implement a strategy that best meets their needs.  He enjoys developing relationships with clients and showing off his spirited and lively outlook on life. 

After graduating from the University of Notre Dame in the early 1960’s and completing a two-year training course in New York City, Paul returned to Akron where he met, proposed to, and eventually married the love of his life, Marianne.  His greatest life achievements are his marriage of 57 years (and going!), their five children, and the 12 grandchildren who have come along through the years.  He is proud of their accomplishments and adventures and loves sharing about them with anyone who will listen.

As an Army Veteran, he has dedicated his life to serving others.  He enjoys continuing that service through multiple generations of financially advising clients.

Barbara A. Thacker
Sr. Vice President – Senior. Investment Officer

Barb is dedicated to helping individuals and multi-generational families navigate the complexities of wealth management. With decades of experience, she provides clear, straightforward advice that empowers her clients to achieve their retirement goals

 

Barb earned her bachelor’s degree at Penn State University where she developed strong critical thinking and problem solving skills .During her time at Penn State she also left a lasting mark on State College by designing the winning logo for The Central Pennsylvania Festival of the Arts, which was prominently displayed across the campus and throughout the town.

 

She began her professional career in 1985 at The Ohio Company, after completing a rigorous training program. In 1998,she joined Everen Securities, which later became Wells Fargo Advisors. In 2023, Barb was excited to join the Clark Guilliam Bertsch Wealth Management Team. With her extensive knowledge combined with the strength of her team, Barb is committed to understanding her clients’ financial needs and developing personalized financial strategies tailored to their unique goals.

 

Originally from the greater Philadelphia area, Barb now resides in Cuyahoga Falls with her husband, Rich, a local podiatrist and foot surgeon. Their son, R.C., earned an MBA in finance from Carnegie Mellon University and now works in the finance department of a biotech company in San Francisco.

 

Barb is an active participant in her local church, where she values both her spiritual and community connections. Also known for her attention to detail and love of the outdoors, Barb and her family are ASA-certified basic sailors and active members of the Akron Sail & Power Squadron. When she’s not sailing, Barb enjoys spending time with family, gardening, and preparing homemade meals, whether in Ohio or at the Jersey Shore. Spending time at the shore, she is continually reminded of the important lesson she’s learned from her grandparents and parents, “leave the house better than you found it.” But sometimes she finds it hard to leave in the first place!

 

CA Insurance License Number 4334328

Kathy Kalugar
Client Service Associate

Kathy started her career in the financial services industry 40 years ago when she began her banking career. She has worked for small and large banks while advancing in her career in the Private Banking and Wealth Management segments. Kathy is a good listener, hard-working and diligent and is able to blend operational expertise with business development qualities. She is always focusing on building strong relationships and cultivating partnerships; dedicated to success in whatever she endeavors to accomplish.

 

Kathy comes from a close family and enjoys spending time with her 4 children, grandchild and extended family. She has been dedicated over the years to building close bonds and supporting their interests and hobbies and finds great joy in being in their company. Kathy also enjoys gardening, refinishing furniture and pursuing anything to do with natural health practices.

Christian Guilliam
Client Associate

After interning with the team during the summers of his college years where he gained valuable hands-on experience in the financial advisory field, Christian joined Clark Guilliam Bertsch Wealth Management full-time in June of 2024.

Christian graduated from Ohio University in May of 2024 with a Bachelor of Science degree in Finance. Currently, he is working towards being fully trained and registered to eventually become a Financial Advisor. In addition to Christian’s training, he is a mentee to Tom and Todd as they help him develop his skills and knowledge in the financial industry. He prides himself on the ability to tackle any task that comes his way, ensuring that he delivers the best possible outcome for the clients.

In Christian’s free time, he enjoys golfing, going to sporting events, and spending quality time with friends and family.

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