Planning Team

Our team has over 170 combined years of experience with helping clients achieve their financial goals. We pride ourselves in our approach to planning as well as our ability to help determine and implement the most appropriate solutions for our clients. We have a sincere passion for the work we do and are grateful for the ongoing relationships we continue to grow.

 

Shawn W Phelps , MBA

Wealth Management Advisor and Founder

Office 614-881-1547


Email

Read Bio

Brandee S Wyzlic

Partner and Director of Investments

Office 614-222-6028


Email

Read Bio

Matthew E Beeghley , CFP®, ChFC®, RICP®, CLU®, CAP®

Partner and Wealth Management Advisor

Office 614-857-4300


Email

Read Bio

Kayla C Hinds , CFP®, CLU®

Partner and Financial Advisor

Office 614-222-6004


Mobile 330-987-7744


Email

Read Bio

Justin P Fickes , M.Ed.

Partner and Financial Advisor

Office 740-618-7390


Email

Read Bio

Jackson Matheny

Associate Wealth Management Advisor

Office 614-829-8061


Email

Read Bio

Tammy M Tanner

Investment Operations Manager

Office 614-279-8267


Email

Read Bio

Eric S Politz , CAP®, CFP®, ChFC®, CLU®

Operations Manager

Office 614-857-4260


Email

Read Bio

Rebecca S. Kittle , EMBA

Marketing Manager

Office 614-776-0546


Email

Read Bio

Caitlin E Lane

Planning Manager

Office 614-222-6024


Email

Read Bio

Lou Ann Sites

Investment Operations Manager

Office 614-776-0548


Email

Read Bio

Bre Krahel

Client Service Associate

Office 614-279-8267


Email

Read Bio

Cheryl A Ahrendt

Insurance Operations Associate

Office 740-618-7390


Email

Read Bio

Tina Pourchez

Insurance Operations Associate

Mobile 614-735-1710


Email

Read Bio

Julie R Beeghley

Practice Manager

Office 614-665-9788


Email

Read Bio

Leah Slutzker , B.A.

Marketing Assistant

Office 614-279-8267


Email

Read Bio

Kyle Dearing

Associate Financial Advisor

Mobile 740-407-6901


Email

Read Bio

Alexis A Peace , B.A.

Insurance Operations Associate

Mobile 440-954-0315


Email

Read Bio