Find an advisor that fits.

    Find an advisor whose personality and strengths will serve your goals (our whole team will back them up as they support you).

    Our Team

     
    Team- Matt Andreas

    Matt Andreas

    Financial Advisor, CIMA®, CFP®
    Dublin

    Team- Doug Bambeck

    Doug Bambeck

    President, Chief Compliance Officer, AIF®
    New Philadelphia

    Team- Kandy Bichsel

    Kandy Bichsel

    Client Relationship Specialist
    New Philadelphia

    Team- Darren Brooks

    Darren Brooks

    Principal, AIF®
    Mentor

    Team- Matt Campbell

    Matt Campbell

    Principal, CFP®, ChFC®, AIF®
    Millersburg

    Team- Kathy Evans

    Kathy Evans

    Client Relationship Specialist
    Dublin

    Team- Doug Feller

    Doug Feller

    Principal, CFP®, CFA®
    Dublin

    Team- Max-Feller

    Max Feller

    Financial Advisor
    New Philadelphia

    Team- Steve Frank

    Stephen Frank

    Principal, AIF®
    Dublin

    Team- Tiffany Gallion

    Tiffany Gallion

    Client Relationship Specialist
    Millersburg

    Team- Courtney Hart

    Courtney Hart

    Client Relationship Specialist
    Dublin

    Team- Chris Hensel

    Chris Hensel

    Principal, AIF®
    New Philadelphia

    Team- Heather Milburn

    Heather Milburn

    Firm Administrator
    New Philadelphia

    Team- Doug Miller

    Doug Miller

    Client Relationship Specialist
    Dublin

    Team- Cale Ogi

    Cale Ogi

    Client Relationship Specialist
    New Philadelphia

    Team- Lisa Schura

    Lisa Schura

    Client Relationship Specialist
    Mentor

    Team- Thomas Schrock

    Thomas Schrock

    Financial Advisor
    Independence

    Team- RJ Swindaman III

    RJ Swindaman III

    Financial Advisor, CFP®,CPFA

    Dublin

    Team- Kelly Wallick

    Kelly Wallick

    Customer Service Manager
    New Philadelphia

    Team- Tony Yoder

    Tony Yoder

    Financial Advisor
    New Philadelphia

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