Jason Demland
Financial Advisor
(419) 785-4525 [email protected]I’ve had a weird path to being a financial planner. I’m from rural Henry County and grew up …
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Jason Bernal
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 …
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Zoe Tracy
Relationship Manager
(419) 785-4525 [email protected]When I started working here four years ago, I was just looking for a job to help get …
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