The Team

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Ronald Katigbak

Ronald Katigbak

Financial Advisor

More about me...

Top Areas of Focus

  • Family Finances
  • Retirement Income Strategies
  • Investment Management


Miami University 1990-1994
CA Insurance #0C93875


Our Staff

Stephanie A. Hoot

Office Manager

Mary Mahoney

Client Service Specialist

Nancy Kepley

Administrative Assistant