In today's complex world, the expertise and clear vision of a financial professional can help you manage 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 an individual 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


Michael Clements has been actively involved in the financial services industry since 1999. He possesses an in-depth...

Managing Director

Jason joined the Financial Design Group in Toledo as Managing Director in January 2012.  Prior to joining FDG Jason was...

LPL Financial Advisor

Graduate of University of Toledo
Joined Financial Design Group (FDG) in 2007
Series 7 & 66 Registrations held with LPL...

LPL Financial Advisor

Graduate of Miami (OH) University

Joined Financial Design Group in 2000

Series 6, 7, & 66 Registrations held with...

LPL Financial Advisor

Series 7 and 66 Registrations held through LPL Financial

After a successful career in the corporate world, my goal is...


David joined Financial Design Group in Fall of 2020. Prior to joining FDG, David was an account manager specializing in...

Our Staff Team

Financial Design Group - Ft. Wright

Financial Advisor

A member of the financial services industry since 2012, I continue to provide holistic financial assessments and...

Center Street Partners - Warsaw, IN


Brad holds the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) designations, CERTIFIED...

Financial Design Group - Phoenix, AZ

Paul Robertson for website
LPL Financial Advisor

From the British Isles to the Valley of the Sun, Paul Robertson has traveled across The Pond to help people achieve...