Meet Your Team

Notice we said your team. That’s because every professional on this page is fully dedicated to helping you protect the financial security you’ve built. From asset preservation to retirement-friendly investment strategies, tax planning and more, we provide an expert team of Retirement Planners whose sole focus is helping clients like you safeguard the retirement of their dreams.

Staff Members

Patrick Schmidt


When it comes to retirement financial planning, former MLB-pro Pat Schmidt is changing the game.

Bart Patterson

Region Head

For GoldenReserve’s clients, tax time is less taxing thanks to Bart Patterson.

Josh Maly Region Head

Joshua Maly

Region Head

This industry vet helps his clients sleep easier at night with the knowledge that they're protected from retirements biggest risks.

John Saccoccia


Life is unpredictable, but clients can count on John to be with them every step of the way.

Shawn Hogan


When it comes to preserving their legacy, Shawn Hogan is his clients’ trusted ally.

Teri Falkenstein

Region Head

Teri Falkenstein enjoys empowering others to make their dreams a reality, which makes her a natural fit for a retirement planning firm that does the same.

Todd White

Retirement Planner

Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.

Matt Schaefer

Senior Retirement Planner

Matt Schaefer is passionate about helping protect his clients’ hard-earned money.

Christina Taylor

Client Service Specialist Manager

For Christina Taylor, it doesn’t get any better than knowing she’s helped someone achieve greater peace of mind.

Matt Leddy

Retirement Planner

This award-winning retirement financial planner leaves no stone unturned in helping his clients achieve their dreams.

Tiffany Kayser

Retirement Planner

When it comes to big decisions, Tiffany Kayser always does her homework. Which is why her clients trust she always has their best interest at heart.

Mark Molsberry

Retirement Planner

Chartered Retirement Planning Counselor Mark Molsberry leverages his expertise to help clients achieve the best retirement possible.

Brandy Whalen

Senior Retirement Planner

Brandy Whalen is driven to be the change she hopes to see for a better tomorrow. That drive led her to Golden Reserve.

Ashley Parke

Client Service Specialist

Ashley helps clients make educated decisions that give them confidence in their retirement.

Rich Colella

Retirement Planner

This veteran of corporate finance turned his attention to helping retirees live life without worry.

Tristin Tillman

Client Service Specialist

Tristin’s personal motto of “work hard and ALWAYS do your best” is evident in his client service.

Nick Faust

Retirement Planner

Nick Faust loves his community, meeting new people and building lifelong connections.

Amber Zelewicz

Client Service Specialist

Amber's high attention to detail makes the difference for the clients she serves.

Tyler Backstrom

Retirement Planner

Every retiree deserves to feel secure in retirement and it’s Tyler’s mission to make sure of it.

Luke Peters

Client Service Specialist

This proud Ohioan loves seeing clients secure a better retirement.

Hillary Quick

Client Service Specialist

Hillary is passionate about her clients knowing she has their best interest at heart.

Michael Gentile

Retirement Planner

Down-to-earth and tenacious, Michael Gentile doesn’t give up when it comes to helping his clients achieve their goals. More than anything, he wants each of his clients to reach financial peace of mind.

Cassandra Wadkins

Client Service Specialist

Good times or bad, Cassandra is there to help her clients navigate through.

Danielle Godby

Retirement Planner

Charismatic, outgoing and approachable, Danielle loves to help people live the best lives possible.

Hannah Endres

Client Relations Retirement Planner

Hannah empowers her clients to protect their hard-earned retirement, and helps them move through periods of change and uncertainty seamlessly.

Take the First Step to Securing Your Retirement

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