Meet Your Team

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

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

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

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

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

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.

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

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

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

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

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.

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

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

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

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

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

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

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

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

This proud Ohioan loves seeing clients secure a better retirement.

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

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.

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

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

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