Meet The Team

Adam Beveridge, AIF®

Registered Representataive 

As a Senior Advisor, Adam focuses on 401(k) plan education and design as well as business development.

Adam is a third-generation financial professional who has spent his entire career with ESB Wealth and Investments LLC. He holds the Series 7 and Series 66 securities licenses, as well as the Accredited Investment Fiduciary® (AIF®) designation. The AIF credential represents a thorough knowledge of, and ability to apply, fiduciary practices that put clients' interests first.

He is passionate about building relationships of trust with his clients and providing the education and tools to help them save for retirement safely and effectively.

He also enjoys fly fishing, sailing, hiking, traveling the globe and "being a pretty big foodie."


Contact Adam: Adamb@esbwealth 419-961-6288

Kyle Beveridge, AIF®

Registered Representataive 

Kyle began his career with E.S. Beveridge & Associates in 1978, immediately after graduating from Otterbein University. Starting out as a sales rep of life and health insurance, Kyle transitioned into sales and consultation of pension plans. Over the next 30 years, he grew the business into one of the largest 401(k) providers in the area.

Kyle now devotes the majority of his time to ESB Wealth and Investments LLC, focusing on portfolio management, retirement planning, and succession planning. In his time outside of work, Kyle enjoys traveling with his wife, Kim, working on his farm, golfing, and spending time with his four children and 10 grandchildren.


Contact Kyle: This e-mail address is being protected from spambots. You need JavaScript enabled to view it  419-571-4200

 Michael Knell

Registered Representataive 

Mike is a registered representative with ESB Wealth and Investments, LLC, and has been part of the firm since 1994. Mike attended The Ohio State University and, thereafter, worked as an agent with MetLife for six years prior to joining ESB Investments, Inc. Mike specializes in individual investments ranging from managed brokerage accounts, mutual funds, and annuities to group health insurance.


Contact Mike: This e-mail address is being protected from spambots. You need JavaScript enabled to view it  419-525-3961 EXT 118