In the News

Congratulations! Shawn Phelps awarded Forbes Top Financial Security Professionals 2021

Shawn Phelps Award

Matthew Beeghley Award

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.

Eric Politz Article

Fortune, TIME, Entrepreneur, and Bloomberg Businessweek Article

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 Firm Welcomes Three, New Partners: Matthew Beeghley, Kayla Hinds, and Justin Fickes

Our Firm Welcomes Three, New Partners Article