The Team

Ben Person

Sr. Investment Consultant

After Playing in Two College Football National Championships at Ohio State, Ben Hung up the Cleats and Looked for the next Challenge.

Offices: Dublin, OH | Delaware, OH

Phil Huff

Investment Consultant

As a captain of his college football team, Phil led his teammates to new levels. Now, he’s taking his clients there, too.

Office: Independence, OH

Patrick Schmidt

Sr. Investment Consultant

The Coach. Pat Schmidt is calling the plays when it comes to the Golden Reserve team and our clients.

Offices: Dublin, OH | Findlay, OH

Mike Messmer

Investment Consultant

“Mike is one of kind!” Unfortunately, Mike rarely hears this phrase because he has a twin brother.

Offices: Gahanna, OH | Newark, OH | Delaware, OH

Todd White

Investment Consultant

Rick Shibko

Director of Analytics

Rick digs out all the nitty gritty details in the statements, finding all the fees that we can eliminate or reduce.

Office: Dublin, OH

Chandra Hunter

Chanda Hunter

Regional Client Associate

Chanda Hunter is the Regional Client Associate at Golden Reserve. Chanda is the most familiar voice to our clients and manages the Dublin office operations.

Office: Dublin, OH

Rico Ciotola

Accounting Manager

Rico enjoys digging into the details of the financial information of a business to be able to understand how it operates and to help it do so more efficiently and profitably.

Office: Dublin, OH

Shari Siegel Headshot

Shari Siegel

Human Resource Coordinator

Shari has over 10 years of human resources and organizational development experience. Her expertise includes talent acquisition, training and development, and leadership coaching.

Office: Dublin, OH

Santoria Sawyer Headshot

Santoria Sawyer

Director of Events

Santoria Sawyer spearheads our event planning efforts throughout Ohio.

Office: Dublin, OH

Glen Hoxha

Paraplanner

Office: Dublin, OH

Bart Patterson

Sr. Investment Consulant and CPA

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