Team

Jason Demland AIF®

Financial Advisor

(419) 785-4525 [email protected]

I love what I do. I get to teach everyday and help solve problems that really confound some …

Learn More

Jason Bernal AIF® CWS®

FOUNDER | FINANCIAL ADVISOR

(419) 785-4525 [email protected]

I began my career in the financial services industry while attending the University of Toledo. After graduating, I …

Learn More

Zoe Tracy

Administrative Assistant

(419) 785-4525 [email protected]

My entire life has been one long lesson in administration. As a child, my mom brought me to …

Learn More

FREE CONSULTATIONS - THEY NEVER HURT!

Schedule a Meeting

We offer free consultation meetings before you get invested in our company. We would love for you to come in to meet us and hear more about what we do day-to-day and how we can take care of you and your finances.