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

Founder and Partner

Office 614-881-1547


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Brandee S Wyzlic

Partner and Director of Investments

Office 614-222-6028


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

Partner and Wealth Management Advisor

Office 614-857-4300


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Kayla C Hinds , CFP®, CLU®

Partner and Financial Advisor

Office 614-222-6004


Mobile 330-987-7744


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Justin P Fickes , M.Ed.

Partner and Financial Advisor

Office 740-618-7390


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

Operations Manager

Office 614-857-4260


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Rebecca S. Kittle , EMBA

Marketing Manager

Office 614-776-0546


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Caitlin E Lane

Financial Planning Analyst

Office 614-222-6024


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Lou Ann Sites

Investment Operations Manager

Office 614-776-0548


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Bre Krahel

Client Service Representative

Office 614-279-8267


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Cheryl A Ahrendt

Insurance Operations Associate

Office 740-618-7390


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Tina Pourchez

Insurance Operations Associate

Mobile 614-735-1710


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Julie R Beeghley

Practice Manager

Office 614-665-9788


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Jackson Matheny

Financial Planning Analyst

Office 614-829-8061


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Andrew Hoelscher

Investment Operations Associate

Office 614-279-8267


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Leah Slutzker

Marketing Assistant

Office 614-279-8267


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