Scott Lowe

Principal, Wealth Advisor

Scott entered the financial service industry in 2003 as a college intern with Northwestern Mutual Financial.

Amber Waldrep

Director of Marketing

Amber handles both the onboarding process for new clients as well as the relationship management for existing ones. 

Kate Bennett

New Business Director

Implementing strategies and solutions in a financial plan is Kate's specialty in the company.

Logan Phillips

Creative Director

Logan is in charge of the graphics, media, and technology coming in and out of the office.

Noah Chaplik

Marketing Intern

Noah focuses on communication with both new and existing clients in our firm. He also works with your personal financial website.

Mark A. Trubiano

Estate-Planning Attorney

Mark focuses primarily on helping clients with estate planning, trusts, as well as estate and business succession planning.

Mel Lute

Attorney

Mel serves as a valuable resource to our firms clients in both matters related to estate planning as well as business planning.

Pioneer Financial

Mortgage Brokerage

Pioneer Financial Services Inc. is a locally owned and operated company serving all of Ohio.

Brandon O-Donnell

Dunlap-Dupont & O'Donnell Insurance Agency

Prior to his current capacity, Brandon attended Bowling Green State University, finishing with a degree in Finance. 

Andy Henton

Certified Public Accountant

Certified Financial Planner

Henton & Associated, Inc. is an accounting firm founded in 2005, owned by Andy Henton.

The Forker Co.

Employee Benefits firm

The Forker co. Is a full service employee benefits firm offering customized insurance packages and distinctive services to employers and business owners in Ohio, Indiana & West Virginia.