Meet Our Mentor Office Staff

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  • Director of Wealth Management
    Brian Distler began his career as a financial advisor and district manager with one of the largest financial planning firms in the country. As a district manager, Brian worked with his own clients and was responsible for leading and supervising a group of other financial advisors. From there, Brian became vice president of investments for a large banking and investment...
  • Audit Director
    Joe Michalski graduated from The Ohio State University in 1999 with a Bachelor of Science in business administration and accounting, and received his CPA license in 2005. He currently managers the firm's Mentor office and has overall responsibility for all audit and attestation engagements. He continues to be a CPA in Ohio and serves on numerous boards within the community.

  • Judy Mast is an administrative assistant for the Mentor office. She has a BA in communications from Bowling Green State University since 1988. Judy is a notary public for the State of Ohio.
  • Registered Representative
    Before joining NMS Wealth Management, Julie Distler began her career as an accountant with a Big 4 accounting firm. While there, she specialized in auditing real estate investment companies. She then moved on to become senior manager of internal audit for a large multinational insurance and financial services company. In 2017, she left to join NMS Wealth Management.
  • Tricia Sauto has worked in public accounting since August 1985, became a CPA in December 1987, and earned her CGMA designation in February 2014. She is a member of the AICPA and the OSCPA, and graduated from the University of Akron with BSA in accounting in 1985.

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