Phil Bollin, CFP®, CPWA®

Phil Bollin, CFP®, CPWA®, is the founder of Bollin Wealth Management and has advised affluent families and business owners since 2002. He established the firm in 2004 to provide thoughtful, fee-only financial advice grounded in rigorous analysis, long-term discipline, and an unwavering fiduciary commitment to clients.

Phil’s approach to wealth management reflects a unique combination of technical training and strategic perspective. Before entering the financial planning profession, he spent a decade in the information technology and management consulting industries. Those formative experiences instilled a deep respect for analytical rigor, structured problem solving, and accountability—principles that continue to shape the advice Bollin Wealth Management provides today. The firm’s planning process combines this disciplined engineering mindset with the best practices of modern financial planning informed by Phil’s CFP® and CPWA® designations.

A native of Toledo, Phil graduated from St. John’s Jesuit High School before earning a Bachelor of Science in Electrical Engineering from the University of Detroit and a Master of Business Administration from the University of Michigan. He returned to Northwest Ohio in 2000 with his wife Maggie, and together they raised their two daughters in Perrysburg. Outside the office Phil enjoys local history, investing in real estate, rooting for the athletic teams of his alma maters and spending time with family and friends.

Discover More About Phil

Phil believes strongly that professional stewardship extends beyond the advisory relationship and into the broader community. He has served in numerous volunteer and leadership roles over the years, including coaching youth sports and contributing to the governance of several local institutions. His service has included roles on the St. Rose School Advisory Board, the Parish Finance Council, and the finance board at Notre Dame Academy. More recently he has held leadership positions within the Perrysburg Rotary Club, where he served as the organization’s 42nd president, and the Public Library Foundation & Friends finance committee.

Advancing the rigor and professionalism of financial planning remains one of Phil’s enduring professional interests. In addition to mentoring young advisors in the region, he has served as an adjunct instructor in the finance departments at the University of Toledo and Bowling Green State University, helping educate the next generation of financial planning professionals.

abbey ciancutti

Abbey Ciancutti is a Financial Paraplanner at Bollin Wealth Management, where she helps individuals and families make thoughtful, intentional financial decisions. Growing up in a household that emphasized responsibility, fairness, and planning ahead, Abbey developed a deep appreciation for guidance and clarity—values she brings to every client interaction. She strives to ensure that anyone in front of her is treated the way she would hope her own family would be, and to leave everyone she meets better than when she found them.

Abbey earned her degree from Bowling Green State University, where she honed her analytical and problem-solving skills while discovering a passion for helping others navigate complex decisions. She began her career in financial services with a focus on behavioral and holistic planning, guiding clients in aligning their financial choices with what matters most in life.

Abbey partners with high-earning professionals and young clients stepping into their own, helping them move beyond DIY financial planning, as well as families focused on long-term success—whether creating a legacy for their children or planning ahead for their own retirement. She believes financial planning is about creating clarity, confidence, and flexibility for the future.

Outside of work, Abbey enjoys early-morning coffee, Pilates, and meaningful time with her husband, Sam, their son, and their dog. Whether cooking or exploring the Metroparks, she prioritizes being present in the moments that matter, and finding small ways to create connection and presence in everyday life.

MARK FOLGMANN, ChFC®, CLU®

Mark R. Folgmann, ChFC®, CLU®, is based in Traverse City, Michigan, where he helps clients create and maintain reliable, predictable retirement Income. He does this while acting as a fee-only fiduciary for his clients.

Mark has worked in the financial services industry for more than 40 years. He founded and owned his own fee-only financial planning firm for over 20 years before joining Bollin Wealth Management in 2026.

In his free time, Mark enjoys traveling with Lori, his wife of over 50 years. He also loves time with his 3 boys and 7 grandchildren, and recently rekindled his interest in fishing and training dogs. Living in Traverse City gives Mark and his family countless opportunities to spend time outdoors with family and friends.

Christina Simon

Christina brings more than a decade of experience in the financial services industry, paired with a deep commitment to delivering a highly personalized and elevated client experience. Throughout her career, she has worked alongside distinguished advisors and supported high-profile clients, cultivating a level of discretion, precision, and attentiveness essential to serving complex financial lives.

Since joining Bollin Wealth Management in 2021, she has continued to expand her expertise while contributing to a sophisticated, client-centric firm recognized for its thoughtful and comprehensive approach to wealth management.

As Client Relationship and Operations Manager, Christina plays a pivotal role in ensuring the firm delivers a seamless, white-glove experience at every touchpoint. She oversees critical operational functions and partners closely with the advisory team to uphold the firm’s exacting standards of organization, responsiveness, and bespoke service. Her ability to anticipate client needs and execute with excellence is central to the overall client experience.

A Toledo native, Christina resides in Sylvania with her two children. Outside the office, she leads an active lifestyle—staying committed to fitness and keeping up with the busy pace of her kids’ volleyball tournaments and soccer games. She also enjoys reading and spending meaningful time with family and friends.

JOIN OUR TEAM

Are you ready to work with the wealth management consultants in the business? If so, we would love to have you as the newest member of our financial planning and wealth management team.