This is Not
the Status Quo


You don’t join our team because you’re looking to change your job. You join our team because you’re looking to change the industry.

At Golden Reserve, we offer a better solution for retirement planning with a focus on asset preservation that protects our clients’ vision for retirement. In less than a decade, we’ve protected over a half billion in assets, grown our footprint across Ohio, and earned the trust of thousands of Ohioans.

We’re forging our own path—one that gets retirees down the mountain safely, helping them avoid the risks inherent in retirement—and we’re proud to lead the way. Join us on the journey.

Ready to Move Mountains? Do it with the Best.

Shawn Hogan

Partner

Last Job & Title:
Owner, Moon Rock Wealth Management

Date Joined Team: 7/2/2019

Dominic Anzevino

Managing Director

Last Job & Title:
Director Live Events, Edelman Financial Engines

Date Joined Team: 8/3/2020

Justin Spring

President

Last Job & Title:
CEO & Cofounder, Adept Marketing

Date Joined Team: 1/1/2021

Joshua Maly

Region Head

Last Job & Title:
Regional Director, Thrivent

Date Joined Team: 1/12/2021

Rob Hazel

Accounting & Operations Director

Last Job & Title:
Controller, Media Source, Inc.

Date Joined Team: 1/11/2021

Bart Patterson

Region Head

Last Job & Title:
Investment Consultant, Parady Financial Group

Date Joined Team: 8/1/2018

Mark Jackson

Development Director

Last Job & Title:
Management Consultant, Insite Managed Solutions

Date Joined Team: 8/3/2020

Mark Jackson

Development Director

Last Job & Title:
Management Consultant, Insite Managed Solutions

Date Joined Team: 8/3/2020

Shawn Hogan

Partner

Last Job & Title:
Owner, Moon Rock Wealth Management

Date Joined Team: 7/2/2019

Dominic Anzevino

Managing Director

Last Job & Title:
Director Live Events, Edelman Financial Engines

Date Joined Team: 8/3/2020

Justin Spring

President

Last Job & Title:
CEO & Cofounder, Adept Marketing

Date Joined Team: 1/1/2021

Joshua Maly

Region Head

Last Job & Title:
Regional Director, Thrivent

Date Joined Team: 1/12/2021

Rob Hazel

Accounting & Operations Director

Last Job & Title:
Controller, Media Source, Inc.

Date Joined Team: 1/11/2021

Bart Patterson

Region Head

Last Job & Title:
Investment Consultant, Parady Financial Group

Date Joined Team: 8/1/2018

Dominic Anzevino

Managing Director

Last Job(s) & Title:

Director Live Events, Edelman Financial Engines

Divisional Vice President, Edelman Financial Engines

Date Joined Team: 8/3/2020


Why he made The move ? “For as long as I can remember, I’ve asked myself “What would happen if I have nothing different from the next planner to offer my clients?” That concern started to gain momentum in recent years as I saw that retirees needed more than what traditional retirement planning firms could offer. Golden Reserve was the answer.”

Justin Spring

President

Last Job(s) & Title:

CEO & Cofounder, Adept Marketing

Marketing Director, Lifestyle Communities

Date Joined Team: 1/1/2021


Why He Made The move? “I was tired of being comfortable. I know I can build successful marketing programs and run a successful advertising agency. I wanted to challenge myself and see how my skills translate to entirely new industries and business models.”

Joshua Maly

Region Head

Last Job(s) & Title:

Regional Director, Thrivent

President , Wisent Wealth Management

Date Joined Team: 1/12/2021


Biggest concern making The move:  “Coming from a large company with a 100-year-old history, I was hesitant to move to a smaller one. However, my concerns were assuaged by Golden Reserve’s tremendous growth potential. I couldn’t be more excited to be here.”

 

Rob Hazel

Accounting & Operations Director

Last Job(s) & Title:

Controller, Media Source, Inc.

Controller, Capital Lighting

Date Joined Team: 1/11/2021


Biggest Concern MaKING THE MOVE: “I enjoyed my previous position and worried about leaving a great company where I’d developed deep relationships and felt my contributions were valued. However, the interview process truly sold me; I could tell everyone was incredibly talented and had a great passion for what they do.”

Bart Patterson

Region Head

Last Job(s) & Title:

Investment Consultant, Parady Financial Group

Partner, Belser Patterson Financial Group
Staff Accountant, Ernst & Young

Date Joined Team: 8/1/2018


Why did HE make The move? “I was fortunate to spend time with the Golden Reserve team on a few projects prior to officially joining the team. What stood out to me was the culture-how willing everyone was to help one another- and the value they’re able to deliver clients, all within a flat fee. It was clear Golden Reserve has a competitive advantage.”

 

Mark Jackson

Development Director

Last Job(s) & Title:

Management Consultant, Insite Managed Solutions

Director of Operations, cxLoyalty

Date Joined Team: 8/3/2020


Why he made the move? “When I began researching how to protect my parents’ home and assets as they moved into their 70s,  I saw firsthand the process is fraught with complications, frustrations, and countless questions. I wanted to help make a difference for our community and so many families like mine.”

Shawn Hogan

Partner

Last Job(s) & Title:

Owner, Moon Rock Wealth Management

Date Joined Team: 7/2/2019


Why did HE make The move: “I wanted to be part of something bigger—not just for me, but also for my clients. This company has exploded in growth in a short amount of time, which is a testament to how much we’ve been able to help clients.”

 

Justin Spring

President

Last Job & Title:
CEO & Cofounder, Adept Marketing

Date Joined Team: 1/1/2021

Joshua Maly

Region Head

Last Job & Title:
Regional Director, Thrivent

Date Joined Team: 1/12/2021

Rob Hazel

Accounting & Operations Director

Last Job & Title:
Controller, Media Source, Inc.

Date Joined Team: 1/11/2021

Bart Patterson

Region Head

Last Job & Title:
Investment Consultant, Parady Financial Group

Date Joined Team: 8/1/2018

Mark Jackson

Development Director

Last Job & Title:
Management Consultant, Insite Managed Solutions

Date Joined Team: 8/3/2020

Shawn Hogan

Partner

Last Job & Title:
Owner, Moon Rock Wealth Management

Date Joined Team: 7/2/2019

Dominic Anzevino

Managing Director

Last Job & Title:
Director Live Events, Edelman Financial Engines

Date Joined Team: 8/3/2020

This is Where You Come In

See how your talents can make a difference.

Retirement Planner

At Golden Reserve, our Retirement Planners are a different breed, passionate about working together to help clients secure the retirement they worked so hard for. Whereas traditional financial planners focus on strategies of growth and savings, our Retirement Planners address the often-overlooked stumbling blocks common in retirement.

As a member of our team, you’ll provide clients with comprehensive asset preservation planning that ensures their money is well protected in retirement and minimizes the risk of long-term care costs and taxes. Plus, by leveraging our relationships with Ohio’s best elder care law attorneys and access to on-staff CPAs, you’ll give your clients truly seamless service.

But your clients aren’t the only ones who will feel the support of our team. You’ll be surrounded by a dedicated group of professionals—including a Client Support Specialist—who can assist in meeting execution and case management. You’ll also enjoy a supportive onboarding process and individualized career path that aligns with your goals and strengths. From Senior Retirement Planner to Partner—and for those with leadership qualities, Region Head—the sky is the limit for those who work hard, demonstrate passion, and model success.

Learn more about what makes a retirement planning career at Golden Reserve different from traditional financial planning.

View Open Positions

Client Services Specialist

Our Client Services Specialists are detail-oriented professionals who work hand-in-hand with our Retirement Planners to ensure our clients’ financial security in retirement. Responsible for the management of the client experience, Golden Reserve’s Client Services Specialists pride themselves on forging trusted, long-term relationships with those they serve.

If you’re passionate about financial planning and fanatical about client service, you’ll be a great fit at Golden Reserve. You’ll be among other highly analytical and organized individuals who value working in an environment of innovation and enjoy having opportunities to grow. Our regional footprint provides ample runway for advancement, including Senior Client Service Specialist and client service management positions.

View Open Positions

Support Team & Corporate Services

Golden Reserve’s Support Team and Corporate Services functions play an integral role in maintaining our client relationships and facilitating the growth of our teams and business.

Our Support Team consists of our Financial Services Office Managers and Receptionists. As a Support Team member, you’ll set the tone for the client experience, with warm, empathetic communication and dependable follow-through that instills confidence in our team. Whether scheduling meetings, prepping advisors, or answering calls, you’ll keep the office running smoothly. But most importantly, you’ll be an important touch point in our client relationships, fostering connections that last a lifetime.

Our Corporate Services Team consists of some of the most talented marketing, accounting and human resources professionals in Ohio. With our continued growth throughout the state, it couldn’t be a more exciting time to join our team. Whether through launching marketing campaigns that attract new clients, ensuring efficient operations as part of our accounting team, or recruiting top talent as a member of our HR department, you’ll have a hand in guiding our success.

View Open Positions

Incredible Benefits

Competitive Salary

Earn performance bonuses while receiving a salary that is at the top of the market. You can also receive a 401k, profit sharing plan, along with medical, dental and vision insurance.

Paid Time Off

Take time away from the office with up to 3 weeks of PTO plus two full weeks of paid shutdown time in July and December.

Ongoing Training

Each new hire will enjoy our 2-day orientation experience to meet the team and learn more about how we work. Next, they will participate in our first month, which we call the ‘In Training’ program, which includes daily training sessions. Ongoing group lunch workshops and one-on-one training never end.

Team Building

Be part of a committed team that delights in happy hours, dinners, and quarterly firm-wide team bonding activities. From our social committee to our strategic leadership team, we are committed to teamwork.

Go Beyond

We’ll set you up for success, with a hands-on, interactive 90-day onboarding program designed to help you excel. You’ll spend time in each of our regions, see client meetings firsthand, deep dive into your responsibilities and get a full understanding of the role every member of the team plays within the organization. This isn’t just about experience with software; this is about understanding the client experience. Because at the end of the day, the work we do that truly matters happens not on the computer, but with the people we serve.

See What Could Be

Our growing team is looking for talented individuals like you. See if you’re a match for one of our
open positions or share your resume to stay in touch.

 

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