Phelps moves up ranks as Forbes 2022 Top Financial Security Professional
Justin Fickes Appointed to OH Chamber Small Business Council
Our Firm Welcomes Three New Partners: Matthew Beeghley, Kayla Hinds, and Justin Fickes
Check out an article we published in a regional financial section of Fortune, TIME, Entrepreneur, and Bloomberg Businessweek magazines called the Columbus Financial Profile.
Our Partner and Wealth Management Advisor, Matthew Beeghley, earned the Chartered Financial Consultant® (ChFC®) designation, his fifth financial certification from the American College of Financial Services.
Well done to Eric Politz, Operations Manager, for achieving the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services.
Congratulations! Shawn Phelps awarded Forbes Top Financial Security Professionals 2021