Hillary Quick
Hillary is passionate about her clients knowing she has their best interest at heart.
Hillary is passionate about her clients knowing she has their best interest at heart.
Adaptable and charismatic, Jeremy aims to cultivate trust and a genuine relationship with every client he serves.
Phil has developed lasting relationships and customized financial strategies that have helped countless clients enjoy the retirement of their dreams.
Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.
Veronica excels in cultivating client relationships and optimizing productivity.
Your Roadmap for Retirement℠ is a personalized plan to address the biggest risks to your retirement.