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Our Team

“Look for 3 things in a person – intelligence, energy, and integrity. If they don’t have the last one, don’t even bother with the first two”. – Warren Buffett

Shaun Carney, CFP®

Co-Founder, Wealth Advisor

(614) 635-0102

(888) 488 7863

shaun@boltfinancialgroup.com

Shaun Carney, CFP® is the Co-Founder of Bolt Financial Group and serves as the firm’s Wealth Advisor. Shaun has over eight years experience in the financial services industry. Responsible for establishing and maintaining client...

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Nora Lamendola, PMP

Co-Founder, Wealth Advisor, Marketing & Operations Director

(614) 635-0102

(888) 488-7863

nora@boltfinancialgroup.com

Lamendola co-founded Bolt Financial Group after extensive experience in marketing and account management, most recently in the Healthcare industry, and extending into Sports, Telecommunication and Agency. In addition...

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Dave Marlin, CRPC® 

Wealth Advisor

(614) 635-0102

(888) 488-7863

dave@boltfinancialgroup.com

Dave Marlin serves as one of Bolt Financial Group's Wealth Advisors located out of the Dayton and Springfield, OH areas. Dave has over 20 years of investment experience. Responsible for financial planning, Dave is committed to helping...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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