Our Team
We pride ourselves on making your needs and goals our own. We work with you to understand who you are as an individual and as an investor. Our focus is wealth management, income distribution and wealth transfer. Our mission is to help you define your financial objectives, and to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. Our five-step process is designed to create your custom roadmap toward reaching your defined goals. We’re proud to help clients connect all phases of life beyond investing, both expected and unexpected, providing you with access to education, advice and consultation.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Professional Designations
Our team works to provide the highest quality of service to our clients. We strive to offer advice that is unique to each client and will help them towards their financial and life goals. Our team has earned several designations that help us in offering comprehensive wealth management solutions. Learn more about our designations below.
Abbott Laboratories
We serve many clients who are employed by Abbott Laboratories, not simply due to our proximity to their Columbus facilities, but because of our strong familiarity with their benefit programs and the needs of corporate employees in general.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.