Two teams hand-picked for you.
Our In-House Team combined with our network of External Specialists provides you with a "Family Office" approach to addressing your complete financial picture.
In-House
External Specialists
Principal, Wealth Advisor
Scott entered the financial service industry in 2003 as a college intern with Northwestern Mutual Financial.
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.