Cortland, OH Office

Donald Barzak is a financial advisor at Trustmont Advisory Group, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trustmont Advisory Group since 2021. In addition to his advisory role, Barzak has operated Barzak Insurance & Consulting since 2013 and serves as an official for OHSAA, NCAA, and USA softball and basketball games. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, focusing on a long-term investment outlook supported by public research and adviser judgment.

Donald Barzak is a financial advisor at Trustmont Advisory Group, Inc. with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Trustmont Financial Group since 2009, alongside maintaining agencies under his name since 1995. Outside of advising, he is involved in umpiring softball and baseball at the high school and collegiate levels. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of year-end 2024.