Jim has been in the wealth management business since 1984 and understands how to meet clients' ever-changing financial needs and wants. He has both a BS and MA degree from The Ohio State University. Jim has been a Charity Newsie since 1979.

Jim believes when it comes to creating and preserving wealth, as well as boosting income, today's investors aren't looking just for investment vehicles and services; they are looking for a personal understanding of their financial needs and goals. Jim specializes in fixed income investments.

John has been in wealth management since 2006. He is a graduate of Georgetown University, CERTIFIED FINANCIAL PLANNER™, and an active member of both the Upper Arlington Rotary Club and Georgetown University Alumni Admissions Program. John strives to understand client's needs and through the use of in-depth financial planning, provides tailored service to each individual. John believes that every client deserves an effective, understandable financial plan that changes as their goals change. As your Financial Advisor, he looks forward to helping you realize your financial goals. He works every day to meet the unique objectives and financial goals of individuals and families like yours.

Michael Trapp has been in wealth management since 2011. He is a graduate of Miami University and is a CERTIFIED FINANCIAL PLANNER™. Mike is on the leadership board at the Cancer Support Community of Central Ohio.

Mike provides personalized financial planning by getting a complete picture of clients' needs. Mike believes that in-depth financial planning is crucial when it comes to creating, preserving, and transitioning wealth - as well as providing reliable income flows. Investors seek customized service that fits their risk tolerance and financial situations, and Mike strives to do that for each one.