Danny is a 2023 graduate of Bowling Green State University…
A 2020 graduate of Anthony Wayne High School, Troy started…
Connor serves on our investment committee, handles day-to-day operations, and…
Andrew is a graduate of Bowling Green State University where…
Jenny hails from Gibsonburg, Ohio, and moved to Toledo to…
Courtney is the Director of Operations for our office. She…
Karen runs all of the back office and operations for…
Introducing Jayne, the welcoming presence at our front desk and…
Dave is a seasoned professional with an extensive background in…
Dan is a Senior Medicare Professional with over 25 years…
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You’ve worked hard to build your wealth — now it’s time to protect it. Our complimentary Retirement TEAM Action Plan Review gives you clear strategies to safeguard what you’ve built and discover how to take your retirement from good to great.
Start protecting your retirement today — not tomorrow.
We collect your phone number through our contact information form, and with your consent we will send you text messages on a weekly basis if you’ve opted in. Reply STOP at any time to unsubscribe from text messages. We will never share your customer data with third parties for marketing or promotional purposes.
