Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

*Financial Design Group - Toledo, OH

James Strasser,  President

Michael Clements, Executive Vice President

Mimi Bertke,  Office Manager

Jeffrey S. Daney, Financial Advisor

Robert B. Daney, Jr.

James C. Hall

Daniel E.  Kunos, ChFC®

Stephen McKenney

Kevin McQueen

Greg Mikesell

Jason Strasser, Managing Director

Stephen N. Superits

Nathan Tuori

**Financial Design Group - Covington, KY

Kelly Hamad

Steve Preston

Center Street Partners - Warsaw, IN

Bradley Skiles

Financial Design Group - Phoenix, AZ

Michael McGowan, Managing Director

D. Christopher Benson

Paul Mosier

Russell J. Plieseis

Joseph B. Rinaldo

Patrick Stivers

Harry S Lodge and Associates - Tucson, AZ

David Lee

Harry Lodge

Gavin Lodge

LifePlan LTD, West Chester, OH

Vince Waln

Woolman Financial Group - Fort Wayne, IN

Gary Woolman

Tyler Haire

Shane Houser

Dan Scharlach

Woolman Financial Group - Warsaw, IN

Gary Herbruck

Yuma Insurance - Yuma, AZ

Gary Layne Smith