Jason Demland
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 …
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 …
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 …