Team

Jason Demland

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

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

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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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.