We are financial advisors based out of Defiance, Ohio. As we are focused primarily on investment management and retirement income planning, it is very important that we are able to offer the most suitable investment resources to our clients. In order to provide this level of customization and flexibility,  we have joined Trek Financial. This affiliation allows us the opportunity to work with our clients as truly independent advisors, with access to a breadth of investment options.

We also have access to a large network of other independent advisors, a very knowledgeable and active investment committee, and many technological resources to help streamline our business, giving us more time for what is most important – you.