Shawn Phelps was appointed to The Village Network Board
Eric Politz, Operations Manager, earned the Retirement
Income Certified Professional® (RICP®) designation from The American College of Financial
Services.
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.
