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We Believe 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 language you understand, clear recommendations on what you should do, and straightforward answers to your questions.

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30+ years of experience serving Central Ohio
$575 million in assets under management
Serving over 500 clients
Named a top fee only firm in Columbus 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

Forward-Thinking Leaders

Rita Itsell

Managing Principal, Wealth Manager

Jamie Menges, CFP®, CPA

Principal, Wealth Manager

Kurt Brown, CFA

Principal, Chief Investment Officer, Chief Compliance Officer

Expert Planners

Tom Ellison

Portfolio Manager

Laurie Licata, CFP®

Wealth Planner

Dean Schuler, CFP®

Wealth Planner

Alyssa Anderson

Client Relationship Manager

Beth McCampbell

Client Relationship Manager

Drew Potosky

Portfolio Analyst

Ciera Frazier

Client Service Specialist

Experienced Staff

Jill Olding

Office Coordinator

Shannon Sauer

Service Operations Specialist

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