Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Brent Jackson

LPL Financial Planner

419-423-7781

419-423-4381

Brent.Jackson@LPL.com

Brent Jackson developed his strong work ethic during his years at Society Bank (now known as Key Bank). Brent utilized the tuition reimbursement program at Society to attend Bowling Green State University and joined Prudential...

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Patricia Norden

Client Support Specialist

419-423-7781

419-423-4381

Patricia.Norden@LPL.com

Patricia Norden developed her strong communication and organizational skills from her career as a teacher. After graduating from Cedarville University with a degree in English and a minor in business, she taught English at Findlay High...

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Sharon Zimmerly

LPL Registered Administrative Assistant

419-423-7781

419-423-4381

sharon.zimmerly@lpl.com

Sharon Zimmerly, an LPL Registered Administrative Assistant, developed her passion for finances while attending Ohio Northern University in Ada, Ohio. After graduating in 2009 with a degree in Mathematics and minor in Business...
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