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 Financial 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
Partner
For GoldenReserve’s clients, tax time is less taxing thanks to Bart Patterson.
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Dominic Anzevino
Partner
Dominic uses his passion for the financial industry to push the Golden Reserve team to the next level.
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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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Todd White
Retirement Planner
Investment consultant Todd White helps bring peace of mind to retirees throughout Bellefontaine.
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Nick Evans
Retirement Planner
Nick Evans’s infectious positivity and forward-thinking nature helps clients build a strategy they can feel good about.
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Matt Schaefer
Retirement Planner
Matt Schaefer is passionate about helping protect his clients’ hard-earned money.
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Elizabeth Osthues
Retirement Planner
Elizabeth brings passion to the Golden Reserve team, using strategy to help clients develop retirement plans just for them.
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Austin Mauk
Retirement Planner
Austin Mauk channels his Ohio pride into helping local retirees secure an effective plan for their retirement.
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Hayden Ludwig
Retirement Planner
Ohio native Hayden Ludwig lives and breathes the fiduciary standard.
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Take the First Step to Securing Your Retirement
Ready to get started? Schedule a complimentary consultation.