Financial Services Professional

before and after collage of inside building

Celebrating 15 Years of Serving Our Communities

Collage of outside of building

Celebrating 15 Years of Serving Our Communities

John with son

Celebrating 15 Years of Serving Our Communities

John at council

Celebrating 15 Years of Serving Our Communities

John helps the community

Celebrating 15 Years of Serving Our Communities

John in the newspaper

Celebrating 15 Years of Serving Our Communities

John with his NYL study group

Celebrating 15 Years of Serving Our Communities

Collage of John in NYL

Celebrating 15 Years of Serving Our Communities

Collage of Nicole

Celebrating 15 Years of Serving Our Communities

Banner of John's services - Life Insurance, IRA & 401(k) Rollover, retirement planning and long-term care insurance
 
Our Team

Our Team

We are committed to providing our clients with solutions designed to best fit their individual objectives.

Our Process

Our Process

We use a holistic process to guide our clients through creating a plan specific to their personal goals.

Our Services

Our Services

We have a large array of services to help our clients with both their personal and business objectives.

Our Locations

Our Locations

We proudly serve the Ohio River Valley & Tri-State area with two locations to best fit your needs.

Start planning for your future and schedule an appointment with us today!

Community Involvement

John is extremely active as a volunteer throughout the local community, having spent many years on local Boards of Directors for the American Cancer Society, the Jefferson County (OH) Chamber of Commerce, and the American Red Cross (where he has now donated over 5 gallons of whole blood).