Where you'll find us
- Schools and youth programs across northwest Ohio
- Churches and faith communities
- Toledo Community Foundation, Toledo Zoo, Toledo Museum of Art, Metroparks Toledo
- Local cultural and civic institutions
- Annual client events including a summer client appreciation gathering and a holiday wreath-making event
Why this matters to a financial advisor
The families we work with are rooted in this community. They're staying in Sylvania, Perrysburg, Maumee, Ottawa Hills, or Bowling Green. The advisor they trust should be someone whose name shows up in the same circles theirs does.