Teresa attended The Ohio State University and has been in the financial services industry for more than 10 years.  An...

Brian has spent the last 7 years involved in the investment services & financial planning world. His initial experience...

Kevin has spent the majority of his career consulting other investment and tax professionals across the country...

Dave has been in the financial services industry since the year 2000 with a demonstrated history of helping clients...

Cole Chiappialle has spent the last 3 years involved in the financial planning and investment world. He began his career...