The Team

Phil Huff

Sr. Investment Consultant

As a captain of his college football team, Phil led his teammates to new levels. Now, he’s taking his clients there, too.

Patrick Schmidt

Sr. Investment Consultant

The Coach. Pat Schmidt is calling the plays when it comes to the Golden Reserve team and our clients.

Bart Patterson

Sr. Investment Consultant and CPA

The Tax Guy. When it comes to tax strategies, Bart leads the way for Golden Reserve and our clients.

Ben Person

Sr. Investment Consultant

After Playing in Two College Football National Championships at Ohio State, Ben Hung up the Cleats and Looked for the next Challenge.

Todd White Headshot

Todd White

Investment Consultant

Todd is an Investment Consultant born and raised in Bellefontaine. He graduated with a Bachelor’s degree in Finance from the Fisher College of Business at The Ohio State University.

Rick Shibko Headshot

Rick Shibko

Director of Analytics

Rick digs out all the nitty gritty details in the statements, finding all the fees that we can eliminate or reduce.

Chanda Hunter

Marketing Coordinator

Chanda Hunter is the Marketing Coordinator at Golden Reserve. Chanda is the most familiar voice to our clients and coordinates all marketing efforts state wide.

Shari Siegel Headshot

Shari Siegel

Human Resource Coordinator

Shari has over 10 years of human resources and organizational development experience. Her expertise includes talent acquisition, training and development, and leadership coaching.

Michelle Thompson

Accounting Manager

Kristi Miller

Regional Client Administrator

Kristi Miller is the Regional Client Administrator at Golden Reserve.

Hayden Ludwig

Paraplanner

Austin Mauk

Paraplanner

Dawn Hancock

Regional Client Administrator

Brittany Zakovec

Regional Client Administrator

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