Our Mission: Protect & Guide Retirees
By Rebuilding a Broken Financial System
In 2010, our founders started as a law firm focused on estate planning services giving them a front seat view to the over-charging and under-servicing of retirees by Financial Advisors. So, we started Golden Reserve to help retirees fight back. Focusing on actual services that protect their life savings from the largest risks in retirement.
Our Mission: Protect & Guide Retirees
By Rebuilding a Broken Financial System
In 2010, our founders started as a law firm focused on estate planning services giving them a front seat view to the over-charging and under-servicing of retirees by Financial Advisors. So, we started Golden Reserve to help retirees fight back. Focusing on actual services that protect their life savings from the largest risks in retirement.
Meet Your Retirement Team
- All
- Akron
- Bellefontaine
- Bloomfield Hills
- Blue Ash
- Canton
- Cincinnati
- Cincinnati Tri County
- Covington
- Dayton
- Dearborn
- Delaware
- Detroit
- Dublin
- Findlay
- Gahanna
- Independence
- Indianapolis
- Kenwood
- Lancaster
- Lima
- Mansfield
- Mason
- Maumee
- MI
- Milford
- Newark
- Novi
- Pepper Pike
- Southfield
- Tipp City
- Troy
- Westlake
Greg Aler
Founder/CEO
Greg opened the doors of Golden Reserve with its team of retirement planners, committed to changing and replacing the broken financial advisor model.
Justin Spring
President
Justin is a consummate builder of people, teams, companies, and most of all, solutions for tough challenges.
Anna Christine
Partner
Throughout her career, Anna has been passionate about listening to clients’ needs, and developing a plan to meet them.
Tina Solomon
Chief Compliance Officer
Tina makes it her personal motto to “Be kind. Do good. And work each day like your legacy depends on it.”
Phil Huff
Partner
Phil has developed lasting relationships and customized financial strategies that have helped countless clients enjoy the retirement of their dreams.
John Forloine
Partner
John’s #1 goal is to help his clients experience the joy of being able to focus on living life, not finances.
Tim Stallings
Partner
Tim cofounded elder care and estate planning law firm AlerStallings. He dedicates his career to giving families the best guidance to protect their assets.
Todd White
Partner
Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.
Matt Schaefer
Partner
Matt Schaefer is passionate about helping protect his clients’ hard-earned money.
Edward Wright
Partner
Edward cares deeply about helping clients achieve their goals and gain confidence in their retirement.
Justin Dilbeck
Senior Retirement Planner
Justin lives by the motto “stay ready so you don’t have to get ready” and he’s helping retirees do the same.
Tyler Strauer
Senior Retirement Planner
Tyler enjoys challenging the industry and providing better options for all retirees.
Doug Ducker
Senior Retirement Planner
Doug enjoys providing retirees with better protection against retirements greatest risks.
Dustin Knoedler
Senior Retirement Planner
If there’s one thing Dustin knows from years in the insurance industry, it’s that people want peace of mind, when it comes to financial planning.
Christian Norman
Retirement Planner
Christian’s greatest goal is to help his clients achieve a great night sleep. And the best way to do that is by helping them secure their retirement.
Matthew Barnes
Retirement Planner
Matthew’s #1 goal is to provide effective planning solutions that helps retiree’s achieve their goals.
Garrett Lantagne
Retirement Planner
Garrett’s mission in personal finance is simple: always do what’s best for the client.
Hillary Quick
Senior Client Service Specialist
Hillary is passionate about her clients knowing she has their best interest at heart.
Cassandra Wadkins
Senior Client Service Specialist
Good times or bad, Cassandra is there to help her clients navigate through.
Aaron Schecter
Client Service Specialist
Aaron believes all retirees should have someone that advocates for them and he hopes to do just that for his clients.
Jennifer Brooks
Client Service Specialist
With more than 25 years of financial industry experience Jennifer understands the importance of finding comfort in financial decisions and endeavors to provide that comfort for every client she serves.
Macey Phillips
Client Service Specialist
Macey’s passion is uplifting others by providing personalized service that instills confidence which puts clients at ease as they enjoy their retirement years.
Helena Rose
Client Service Specialist
Helena is passionate about her commitment to her clients and consistent attention to detail.
Evan Benson
Client Service Specialist
Evan’s passion is serving clients and helping them achieve their financial goals.
Stacey Yaros
Client Service Specialist
Stacey is a trusted and dependable resource. Her meticulous nature and dedication to her clients is her top priority.
McKayla Walton
Client Service Specialist
McKayla prides herself on making sure every client is set up for success and has quickly established herself as a dependable, knowledgeable resource.
Bethany Long
Client Service Specialist
Bethany is a compassionate, detail-oriented professional who loves her community and lending a helping hand.
Selena Busching
Attorney
With her high attention to detail and drive, Selena prides herself on delivering estate planning solutions to clients that work now and when they need them.
Jesse Meade
Attorney
When a loved one passes away, people shouldn’t have to worry about what happens next. That is what motivates Jesse to come to work every day.
Chad Fritz
Attorney
Chad is passionate about helping clients safeguard their hard-earned assets and ensure their legacy endures for generations to come.
The Roadmap for Retirement℠ gives you an immediate look at where your plan stands today against the four (4) largest risks of retirement. It then shows you what improvements you can make to ensure your life savings last through retirement.