Greg Mikesell

Greg Mikesell

Phone: (419) 843-4737
E-mail:

PROFESSIONAL MISSION

To help my clients make smart financial decisions increasing their potential to maximize their spendable wealth and financial security, and to align those decisions with their core values. I take a unique approach in helping individuals use their money more efficiently by identifying areas where they may be transferring wealth unnecessarily or unknowingly.

AREAS OF SPECIALTY

  • Investment Management
  • Retirement Plan Rollover Strategies
  • Life Insurance & Annuities
  • Asset Protection Strategies
  • Comprehensive Fee Based Planning
  • Disability Income Protection
  • College Aid Planning
  • Long-term Care Needs Planning

CREDENTIALS & AFFILIATIONS

  • BA, Business/Finance, Miami University (Oxford, OH), 1985
  • Registered Representative, Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC
  • Investment Advisor Representative, Securian Financial Services, Inc., Registered Investment Advisor
  • 'Circle of Wealth' Advisor
  • Society of Financial Service Professionals Member
  • Million Dollar Round Table (MDRT) Member
  • Sylvania Area Chamber of Commerce Member

Personal Information

My priorities are my faith, family, friends, clients, and career. I believe in keeping perspective through balance in life. I am actively involved with McCord Road Christian Church, Great Banquet Ministries, and support various missions. I have also served as an officer and/or board member of several professional organizations. I enjoy fly fishing and spending time outdoors with my family. My wife Kathleen, son J.D. and I reside in Sylvania, OH.

PHILOSOPHY

As with most things worthwhile, the key to achieving one's long-term financial goals is planning. However, most people do not have the time, knowledge, or desire to research and understand all aspects of their money and can benefit from the services of a trusted and qualified professional to guide them and help them make wise financial moves.