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

  • Family Finances
  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies

Community participation

Our team volunteers at a number of different organizations in the Youngstown area such as:

  • Member of the Board for Cardinal Mooney High School- Brad Handel
  • Member of the Finance Council at St. Charles Catholic Church- Brad Handel
  • Youth Group Leader at Four Mile Run Christian Church- Erin Keich
  • Volunteer for Mission of Love- Erin Keich