300 West Main Cross Street
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.
LPL Financial Planner
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...
Client Support Specialist
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...
LPL Registered Administrative Assistant