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Our Columbus Financial Advising Team Believes in Doing Things Differently.

Since 1985 we’ve had one goal—to eliminate the stress often associated with planning your financial future. That means we provide analysis in a language you understand, clear recommendations on what you should do, and straightforward answers to your questions.

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35+ years of experience serving Central Ohio
$940 million in assets under management
Serving over 550 clients
Named a Top 10 Fee-Only Financial Planner by Columbus Business First
Identified as a top fee only financial advisor in Columbus by Smart Asset

While Our Work Is Serious, Our Culture Is Casual.

We know our work is more than business—it’s personal. So we don’t create fancy presentations or talk down to you. We treat you like a friend and approach your financial decisions the same way we approach investing our own money. It’s a relationship that extends beyond meetings to events like educational workshops, networking, appreciation, and giving back to our community.

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Meet Our Team Of Financial Planners & Advisors

Alyssa Anderson

Alyssa Anderson

Planning Analyst
Kurt Brown

Kurt Brown, CFA

Shareholder, Chief Investment Officer, Chief Compliance Officer
Kyle Euton

Kyle Euton

Portfolio Manager
Rita Itsell

Rita Itsell

Shareholder, Wealth Manager

Laurie Licata, CFP®

Wealth Planner
Beth McCampbell

Beth McCampbell, FPQP™

Planning Analyst
Jamie Menges

Jamie Menges, CFP®, CPA

Shareholder, Wealth Manager
Mitchell Niese

Mitchell Niese

Client Relationship Manager
Jill Olding

Jill Olding

Office Coordinator
Drew Potosky

Drew Potosky, CFP®

Portfolio Analyst
Jimmy Rogers

Jimmy Rogers, CFP®

Shareholder, Wealth Manager
Noah Studenmund

Noah Studenmund

Client Relationship Manager
Katie Warga

Katie Warga

Client Relationship Manager

Jillian Wendling

Planning Analyst

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