Wealth Advisor

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

Wealth Advisor

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

Wealth Advisor

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

Wealth Advisor

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

Wealth Advisor

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