UPCOMING EVENT: Asset Preservation REGISTER TODAY!
As a captain of his college football team, Phil led his teammates to new levels. Now, he’s taking his clients there, too.
The Coach. Pat Schmidt is calling the plays when it comes to the Golden Reserve team and our clients.
The Tax Guy. When it comes to tax strategies, Bart leads the way for Golden Reserve and our clients.
After Playing in Two College Football National Championships at Ohio State, Ben Hung up the Cleats and Looked for the next Challenge.
Todd is an Investment Consultant born and raised in Bellefontaine. He graduated with a Bachelor’s degree in Finance from the Fisher College of Business at The Ohio State University.
Rick digs out all the nitty gritty details in the statements, finding all the fees that we can eliminate or reduce.
Chanda Hunter is the Marketing Coordinator at Golden Reserve. Chanda is the most familiar voice to our clients and coordinates all marketing efforts state wide.
Shari has over 10 years of human resources and organizational development experience. Her expertise includes talent acquisition, training and development, and leadership coaching.
Kristi Miller is the Regional Client Administrator at Golden Reserve.
