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
Phelps moves up ranks as Forbes 2022 Top Financial
Justin Fickes Appointed to OH Chamber Small Business
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.