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 investment strategies to tax planning, asset preservation and more, we provide an expert team of Retirement Financial Planners and specialized advisors whose sole focus is helping clients like you safeguard the retirement of their dreams.
Staff Members
Patrick Schmidt
Partner
When it comes to retirement financial planning, former MLB-pro Pat Schmidt is changing the game.
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Bart Patterson
Region Head
For GoldenReserve’s clients, tax time is less taxing thanks to Bart Patterson.
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Dominic Anzevino
Managing Director
Dominic uses his passion for the financial industry to push the Golden Reserve team to the next level.
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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.
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Shawn Hogan
Partner
When it comes to preserving their legacy, Shawn Hogan is his clients’ trusted ally.
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Todd White
Retirement Planner
Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.
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Nick Evans
Retirement Planner
Nick Evans’s infectious positivity and forward-thinking nature helps clients build a strategy they can feel good about.
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Matt Schaefer
Retirement Planner
Matt Schaefer is passionate about helping protect his clients’ hard-earned money.
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Devan Cropp
Retirement Planner
Devan's passion for problem solving makes him a great asset to the golden reserve team as he helps clients avoid retirement's biggest hurdles.
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Chandler Groves
Retirement Planner
Chandler leverages his passion for developing relationships to ensure his clients retirement plans both meet their individual needs and protect them from retirement's biggest risks.
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Matthew Leddy
Retirement Planner
This award-winning retirement financial planner leaves no stone unturned in helping his clients achieve their dreams.
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Julie Mong
Retirement Planner
Determined and hardworking, Julie Mong's clients trust in her work ethic to keep their retirement protected.
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Mark Molsberry
Retirement Planner
Chartered Retirement Planning Counselor Mark Molsberry leverages his expertise to help clients achieve the best retirement possible.
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Take the First Step to Securing Your Retirement
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