Helena Rose
Helena is passionate about her commitment to her clients and consistent attention to detail.
Helena is passionate about her commitment to her clients and consistent attention to detail.
John’s #1 goal is to help his clients experience the joy of being able to focus on living life, not finances.
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.
Your Roadmap for Retirement℠ is a personalized plan to address the biggest risks to your retirement.