Chad Fritz
Chad is passionate about helping clients safeguard their hard-earned assets and ensure their legacy endures for generations to come.
Chad is passionate about helping clients safeguard their hard-earned assets and ensure their legacy endures for generations to come.
Helena is passionate about her commitment to her clients and consistent attention to detail.
Hillary is passionate about her clients knowing she has their best interest at heart.
Macey’s passion is uplifting others by providing personalized service that instills confidence which puts clients at ease as they enjoy their retirement years.
Phil has developed lasting relationships and customized financial strategies that have helped countless clients enjoy the retirement of their dreams.
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.
Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.
Your Roadmap for Retirement℠ is a personalized plan to address the biggest risks to your retirement.