Focus On What Matters Most
We'll help you reach your financial goals so you can take care of the rest.
Charting a path to financial security
Creating portfolios to help support your lifestyle
We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
We'll help make sure that we're considering the tax implications with all your investments.
With over 100 years' collective experience, we'll help secure your legacy for future generations.
We have extensive experience managing high-net-worth portfolios.
Let us help you make sure your business is poised for growth.
Strike the perfect balance between work and leisure.
Because of his 20+ years of service to Special Olympics, Brad received the Community Service Award through the Invest in Others program.
The award is presented to an advisor who has made an outstanding impact on a community through leadership contributions to a nonprofit organization.
Brad was also nominated for the Volunteer of the Year Award and received Honorable Mention. The nomination and award were evaluated based on leadership, dedication, contribution, inspiration, and impact.
Special Olympics received a donation in recognition of the Volunteer of the Year Award.
Most recently Brad was the recipient of Osaic Foundation ‘s 2023 Local Community Grants. The grant for Columbus City Schools Special Olympics program comes in relationship to the level of hands-on volunteer effort in his local community.
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