Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Community participation

Mid-Ohio Food Bank

Friends of OSU Libraries

The Wexner Center for the Arts

Habitat for Humanity

BalletMet, Met Premiere

Gahanna Jefferson Education Foundation School Business Advisory Council

Miracle League of Dublin

Ohio State University President's Club