Meet Your Team

Greg opened the doors of Golden Reserve with its team of retirement planners, committed to changing and replacing the broken financial advisor model.

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

Eric is passionate about making a positive impact in his community and serving his clients with integrity.

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 enjoys empowering others to make their dreams a reality, which makes her a natural fit for a retirement planning firm that does the same.

Phil has developed lasting relationships and customized financial strategies that have helped countless clients enjoy the retirement of their dreams.

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.

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

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.

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

This proud Ohioan loves seeing clients secure a better retirement.

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

Christian’s greatest goal is to help his clients achieve a great night sleep. And the best way to do that is by helping them secure their retirement.  

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.

Scott's background in long-term care gives him unique insight into the associated costs and enables meaningful conversations with his clients about how to prepare.

Danielle is a positive thinker and people person who loves to lift up others.

Adaptable and charismatic, Jeremy aims to cultivate trust and a genuine relationship with every client he serves.

Whalen is passionate about ensuring no client feels alone in the retirement planning process and strives to be with you every step of the way. 

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

Corey is a problem solver who thrives on helping clients keep more of what they’ve earned.

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

With honesty, perseverance, and a sense of humor, Shawn strives to exceed expectations and do what’s best for his clients every time.