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Most retirees treat getting up the mountain to retirement as the end of the journey. They worked. They saved. They made it. And while it feels like the work is done, our work has just begun.

Our team is now 100% responsible for making sure we protect your life savings on your way down. And that job is something we don't take lightly.

Greg Aler
CEO & Founding Partner, Golden Reserve

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Our Story

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Among our founders are estate planning and elder care attorneys who saw firsthand the shortcomings of the financial advisor industry, who under-served and over charged retirees. The financial industry focused on all the wrong things in retirement. It shouldn't be about investments and growth - it should be about protection. Driven to change the status quo, Golden Reserve was created as a retirement planning firm focused solely on protecting the assets of clients in or near retirement.

14 offices in Ohio

$500,000,000 of retirement assets protected

Creators of the popular Expedition RetirementSM Show

Author of the Fire Your Financial Advisor book

Meet Your Retirement Team

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Notice we said your team. That’s because every professional on this page is fully dedicated to helping you get down Retirement Mountain safely.

Greg Aler

Greg opened the doors of Golden Reserve with its team of retirement planners, committed to changing and replacing the broken financial advisor model.

Eric Kelemen

Eric is passionate about making a positive impact in his community and serving his clients with integrity.

Joshua Maly

This industry vet helps his clients sleep easier at night with the knowledge that they’re protected from retirement’s biggest risks.

Teri Falkenstein

Teri enjoys empowering others to make their dreams a reality, which makes her a natural fit for a retirement planning firm that does the same.

Phil Huff

Phil has developed lasting relationships and customized financial strategies that have helped countless clients enjoy the retirement of their dreams.

Todd White

Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.

Matt Schaefer

Matt Schaefer is passionate about helping protect his clients’ hard-earned money.

Christina Taylor

For Christina Taylor, it doesn’t get any better than knowing she’s helped someone achieve greater peace of mind.

Matt Leddy

This award-winning retirement financial planner leaves no stone unturned in helping his clients achieve their dreams.

Tiffany Kayser

When it comes to big decisions, Tiffany Kayser always does her homework. Which is why her clients trust she always has their best interest at heart.

Mark Molsberry

Chartered Retirement Planning Counselor Mark Molsberry leverages his expertise to help clients achieve the best retirement possible.

Cassandra Wadkins

Good times or bad, Cassandra is there to help her clients navigate through.

Brandy Whalen

Brandy Whalen is driven to be the change she hopes to see for a better tomorrow. That drive led her to Golden Reserve.

Ashley Leonard

Ashley helps clients make educated decisions that give them confidence in their retirement.

Luke Peters

This proud Ohioan loves seeing clients secure a better retirement.

Hillary Quick

Hillary is passionate about her clients knowing she has their best interest at heart.

Christian Norman

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.  

Michael Gentile

Down-to-earth and tenacious, Michael Gentile doesn’t give up when it comes to helping his clients achieve their goals. More than anything, he wants each of his clients to reach financial peace of mind.

Scott Van De Water

Scott’s background in long-term care gives him unique insight into the associated costs and enables meaningful conversations with his clients about how to prepare.

Danielle Goebel

Danielle is a positive thinker and people person who loves to lift up others.

Jeremy Grubbs

Adaptable and charismatic, Jeremy aims to cultivate trust and a genuine relationship with every client he serves.

Whalen Ng

Whalen is passionate about ensuring no client feels alone in the retirement planning process and strives to be with you every step of the way. 

Danielle Godby

Charismatic, outgoing and approachable, Danielle loves to help people live the best lives possible.

Corey Sabaitis

Corey is a problem solver who thrives on helping clients keep more of what they’ve earned.

Hannah Endres

Hannah empowers her clients to protect their hard-earned retirement, and helps them move through periods of change and uncertainty seamlessly.

Shawn Fender

With honesty, perseverance, and a sense of humor, Shawn strives to exceed expectations and do what’s best for his clients every time.

Veronica Holben

Veronica excels in cultivating client relationships and optimizing productivity.

Jeremy Loesel

Jeremy works hard to ensure his clients are able to achieve their dreams.

Jamie Fast

Jamie is no stranger to analyzing market conditions to help clients make the best decisions for their financial goals.

Josh Harrison

Josh constantly works hard to make the golden years the best years of his clients’ lives.

Ashley Ford

Devoted to her clients and consistent in her follow-up, Ashley is known for building rapport and demonstrating a high-level of care for those she serves.

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The Roadmap for Retirement℠ is a no-charge, no-obligation plan to address your biggest risks in retirement. Request yours today.

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