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 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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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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John Saccoccia
Partner
Life is unpredictable, but clients can count on John to be with them every step of the way.
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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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Amber Zelewicz
Client Service Specialist
Amber's high attention to detail makes the difference for the clients she serves.
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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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Todd White
Retirement Planner
Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.
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Matt Schaefer
Senior Retirement Planner
Matt Schaefer is passionate about helping protect his clients’ hard-earned money.
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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.
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Matt Leddy
Retirement Planner
This award-winning retirement financial planner leaves no stone unturned in helping his clients achieve their dreams.
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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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James Craig
Retirement Planner
With James' help, retirees can plan for the future, but enjoy the present.
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Ashley Parke
Client Service Specialist
Ashley helps clients make educated decisions that give them confidence in their retirement.
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Rich Colella
Retirement Planner
This veteran of corporate finance turned his attention to helping retirees live life without worry.
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Tristin Tillman
Client Service Specialist
Tristin’s personal motto of “work hard and ALWAYS do your best” is evident in his client service.
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Hillary Quick
Client Service Specialist
Hillary is passionate about her clients knowing she has their best interest at heart.
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Tyler Backstrom
Retirement Planner
Every retiree deserves to feel secure in retirement and it’s Tyler’s mission to make sure of it.
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Steve Ervin
Retirement Planner
Steve is driven by the desire to help clients achieve confidence in their retirement plan.
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Luke Peters
Client Service Specialist
This proud Ohioan loves seeing clients secure a better retirement.
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