Our Mission
Changing the Financial Industry... Together.
Golden Reserve’s mission is to fight back against a trillion-dollar financial industry that has been under-servicing and over-charging retirees for the last 50 years. The only way we stand a chance—is with a team that always stands together.
Unleash Your Potential: Answer the Call to Be a Sheep Dog
A career at Golden Reserve is more than a daily grind—it’s a calling. We operate with a shared core mentality—"Be a Sheep Dog: Protect & Guide”—which embodies our core values. Discover what it means to be a Sheep Dog and unleash your potential as part of the Golden Reserve pack.
Core Values
Ready to Move Mountains?
Do it with the Best.
Justin Spring
President
Previously: CEO & Founder, Adept
Previous Career Accomplishments:
Justin's visionary leadership propelled Adept to become a top 10 digital marketing agency in Ohio, consistently anticipating trends and seizing opportunities ahead of the competition.
Why Did He Make the Move?
"I was tired of being comfortable. I wanted to challenge myself and push my skills further to drive success in entirely new industries and business models."
Biggest Concern About Making the Move:
"While the decision to sell my interests in my agency was significant, Golden Reserve's potential and talent were undeniable. My primary concern was maintaining the autonomy I enjoyed as an entrepreneur, but the collaborative and open-minded environment here has exceeded my expectations."
Tim Stallings
Partner
Previously: Partner & Attorney, AlerStallings
Previous Career Accomplishments:
After 5 years at a large national law firm in Atlanta, Tim cofounded elder care and estate planning law firm AlerStallings. To date, the firm has helped over 6,000 Ohio families protect assets from probate, taxes, and long-term care costs.
Why Did He Make the Move?
“After co-founding AlerStallings with Greg Aler, I knew we could expand our services to the financial industry to help even more. While legal planning is important, through Golden Reserve I’m also able to help retirees protect their nest egg from an industry that far too often overcharges them, focuses solely on investments, and misses the biggest obstacles in retirement.”
Biggest Concern About Making the Move:
“Starting my career as an attorney and expanding into the financial industry required not only a change in mindset, but also additional education and licensing. I knew it would take a big commitment, but the nights and weekends studying paid off. I’m now confident in helping retirees with all areas of their retirement.”
Anna Christine
Partner
Previously: Attorney, O'Conner, Acciani & Levy Co., LPA
Previous Career Accomplishments:
Anna has spent her career serving hardworking Ohioans as an estate planning and elder care law attorney. She has saved hundreds of families millions of dollars through proactive planning.
Why Did She Make the Move?
"I made the move to Golden Reserve in order to better serve families. I was tired of seeing families in a nursing home crisis that had a financial advisor, but no plan for long term care. I thought it was important to connect with families earlier so that a plan could be put into place and disastrous consequences could be avoided."
Biggest Concern About Making the Move:
"I was worried that I would miss being an attorney, but the truth is as a retirement planner I can truly fulfill my purpose of guiding a family. I love providing practical advice to folks in order to change their life. As a retirement planner, I get this opportunity every day."
Phil Huff
Partner
Previously: Senior Wealth Advisor, Independence Wealth Advisors
Previous Career Accomplishments:
Phil has a long history of blazing new trails. As captain of the Kent State Football team, he led the team to win the MAC East for the first time. Over the course of his career, he's carried forward that same leadership, opening a total of 6 offices across the companies he's served.
Why Did He Make the Move?
“It was the people in our company that sold me. We challenge each other to do more and be better. And it was the people we help, the 95-percenters who have worked so hard for what they have. I wanted to be part of the team that protects their hard-earned retirement.”
Biggest Concern About Making the Move:
“I knew this move would take me out of my comfort zone. We’re doing something others in the industry haven’t. It wouldn’t be enough to be a fast learner. We’d need to be world class.”
Matt Schaefer
Partner
Previously: Vice President at The Superlative Group
Previous Career Accomplishments:
Matt’s hard work drove him to earn both his law degree and MBA. But it is Matt’s ability to connect that led him to executive leadership roles in the sports and entertainment industry with an industry leading Naming Rights and Corporate Partnership sales agency.
Why Did He Make the Move?
"Golden Reserve provided an opportunity to truly impact people’s lives in a positive way. It gave me the opportunity to help grow a tremendous business and help families in our own communities. It was too unique of an opportunity to pass up."
Biggest Concern About Making the Move:
"Any time you are making an industry change, you are taking personal risk. But the collaborative culture that we have at Golden Reserve made that transition much easier and I have not looked back one time since."
Edward Wright
Partner
Previously: Wealth Advisor, C.H. Dean, LLC
Previous Career Accomplishments:
Ed spent 15 years in finance, starting as a trader and earning a CFP designation. He then managed a thriving portfolio at a reputable 60-year-old firm.
Why Did He Make the Move?
"I've observed a growing trend of clients seeking comprehensive financial guidance beyond traditional asset management. I was eager to join a forward-thinking firm that prioritized client care and professional growth, where I could make a meaningful impact on more people's financial lives."
Biggest Concern About Making the Move:
"My biggest concern making the move was leaving my comfort zone and transitioning into a new role where I questioned my ability to succeed and surpass the high expectations I hold myself too."
Mark Jackson
Chief People Officer
Previously: Director of Operations, cxLoyalty
Previous Career Accomplishments:
As a senior leader at cxLoyalty, he built world-class training, quality assurance, and operations programs that earned recognition from top financial institutions like Chase and American Express.
Why Did He Make the Move?
"When I was researching how to protect my parents' life savings as they aged, I realized the retirement planning process was incredibly complex, and wanted to help other families."
Biggest Concern About Making the Move:
"I had high expectations for the next phase of my career. I was looking for a company that had a team atmosphere where I'd have new opportunities and be able to contribute to impactful solutions. My expectations have been far surpassed at Golden Reserve. I've never worked with a company that has such a strong growth mindset, while also embodying its core values and fostering mutual support."
Stacy Meiring
Recruitment & Training Manager
Previously: Director of Sales and Marketing, Marriott Hotels
Previous Career Accomplishments:
Why Did She Make the Move?
"When the pandemic hit, the hospitality industry took a very large hit prompting me to explore recruiting. The expectional GR team, positive recruiting experience, promising career opportunity all solidified my decision to make the move to join Golden Reserve."
Biggest Concern About Making the Move:
"Despite initial doubts about my skills transferring and contributing to recruiting, I was drawn to Greg Aler's vision and passion for Golden Reserve. I believed in our unique approach and was eager to build a team that embodied our values and fueled the company's growth."
Tyler Strauer
Senior Retirement Planner
Previously: Financial Consultant, Charles Schwab
Previous Career Accomplishments:
Tyler previously excelled as a top performer at Edward Jones and Charles Schwab, where he garnered multiple awards for outstanding client satisfaction and growth.
Why Did He Make the Move?
"I joined Golden Reserve because it offers comprehensive solutions for the complexities of retirement, taxes, legal matters, and elder care, all under one roof. This allows us to not only plan thoroughly but also EXECUTE effectively."
Biggest Concern About Making the Move:
"Initially, I was hesitant about whether Golden Reserve could truly deliver on its promises and values. However, I'm pleased to share that joining the company has been incredibly fulfilling. Golden Reserve fosters growth and upholds high standards, ensuring our actions match our words and commitments."
Hillary Quick
Senior Client Service Specialist
Previously: Personal Banker, Civista Bank
Previous Career Accomplishments:
Why Did She Make the Move?
"When Golden Reserve, reached out, I was immediately drawn to the company's mission and its positive impact on the financial industry. The strong sense of community and genuine care for people resonated deeply with me."
Biggest Concern About Making the Move:
"I had minimal financial experience, and the transition from banking to retirement planning was a big leap. Despite having just earned a master's in healthcare administration, I was drawn to Golden Reserve's commitment."
Macey Phillips
Client Service Specialist
Previously: Office Manager, Fox Optometry
Previous Career Accomplishments:
Macey successfully managed a family owned vision center where she specialized in managing every aspect of the client experience.
Why Did She Make the Move?
"I wanted to challenge myself to grow my skills and prove that I could succeed in a bigger organization."
Biggest Concern About Making the Move:
"While the decision to leave a highly flexible part-time position was daunting, Golden Reserve's potential to be a life changing opportunity for me and my family was undeniable. I have zero regrets now about making the move."
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.