Broker Check

Strategic Partners

Our first priority is helping you take care of yourself and your family. That means, in addition to the advice and guidance we provide as advisors, we have built a professional network of strategic partners to better serve you in all areas of retirement. We have formed solid strategic relationships in industries from insurance, to accounting, to estate planning. We receive no incentive or compensation, just the benefit of providing additional resources you can trust!


Specializing in life, auto, homeowners and business insurance.

Nationwide; Pat Ankrom

5701 N High St, Suite 202

Worthington, OH 43085

(614) 888-1728

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Fee-only insurance providers specializing in one-stop shopping, built on relationships, not sales.

LLIS; The Advisor's Insurance Advisor

(877) 254-4429

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Specializing in accounting and tax preparation services. Specifically, tax return filing and tax planning for individuals and businesses.

Mark P. Murphy & Associates, Inc.

1051 Old Henderson Rd., Suite A

Columbus, OH 43220

(614) 459-3182

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Mortgage & Housing

Home Loans Made Simple

PrimeLending; Brandon Hartley

400 Lazelle Road, Suite 18

Columbus, OH 43240

(215) 447-3671

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Purchasing a new home? Applying for a loan? Remodeling your home?

Guardian Mortgage; Patrick Nolan

2701 N. Dallas Parkway, Suite 180

Plano, TX 75093

(215) 262-8032

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From residential refinance or purchase to commercial, we can cover all of your closing needs from coast to coast.

Landsel Title Agency, Inc.; Jonathan M. Lindahl

961 N Hamilton Rd., Suite 100

Gahanna, OH 43230

(614) 342-6153

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When the time is right for you to make a move, I'd love to show you why and how I'll provide an excellent experience.

HER Realtors; Dustin Ultican

(614) 402-9955

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Estate Planning

We listen to our clients and collaborate with them to solve problems and achieve objectives.

Anthony Law; Benjamin J. MacDowell

383 N. Front Street, Lower Level

Columbus, OH 43215

(614) 340-0011

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The primary focus involves guiding individuals through the complex estate planning process and probate.

Metz, Bailey & McLoughlin

33 E. Shrock Rd., Suite 1

Westerville, OH 43081

(614) 882-2327

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