Our Team

Tom is a 1992 graduate of Ohio State University, earning a BS degree in business administation with dual majors of finance and accounting. He has been in financial services since 1994 and has the experience to manage clients' money and expectations through both good times and difficult periods in the financial markets.

Tom and his wife, Ellen, have two children, Kelsey and Alyssa, and they reside in Lewis Center. In the past, Tom has volunteered his time to the United Way of Delaware County and is a former board member for the American Red Cross of Delaware County.

Dan attended THE Ohio State University and earned a BS in business marketing in 1987. After an accomplished marketing career in the healthcare field, he became a financial advisor in 1998. His services include comprehensive financial planning, investment management, and retirement planning. He will work with you to create a customized plan that meets your needs and helps you achieve your goals.  

Dan has over 26 years of experience helping individuals prepare for retirement and navigating clients through the post-retirement income distribution phase.  By regularly communicating with clients, he can monitor their progress and objectives. Dan is firmly committed to long-term relationships and seeks to deliver an outstanding client experience.

Dan and his wife Melissa reside in Westerville.  Aside from enjoying time traveling and exploring, they relish time with their children and grandson.