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.

Bart Patterson

Region Head


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

Josh Maly Region Head

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.

John Saccoccia

Partner


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

Shawn Hogan

Partner


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

Amber Zelewicz

Client Service Specialist


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

Chandler Groves Retirement Financial Planner

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.

Matt Schaefer

Senior Retirement Planner


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

Todd White

Retirement Planner


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

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.

Luke Peters

Client Service Specialist


This proud Ohioan loves seeing clients secure a better retirement.

Tristin Tillman

Client Service Specialist


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

Matt Leddy

Retirement Planner


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

Mark Molsberry

Retirement Planner


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

Ashley Parke

Client Service Specialist


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

Mitchell Fischer

Client Service Specialist


Mitch Fischer knows having a responsive team and a solid plan is key to the client experience.