Team
At Journey Financial Solutions Group, we believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
We also can answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Amy Gillig
Agent
419-443-1319
Amy Gillig is currently working part-time, alongside Bernie Kirian, on the health insurance side of our business. Amy is married to her high school sweetheart, Devon, and they have three amazing kids - Luke, Megan, and Marah. Amy...
Bailey Breidenbach
Investment Adviser Representative
419-443-1319
bbreidenbach@planforthejourney.com
Bernie Kirian
Investment Adviser Representative
419-443-1319
Billy Diehm
Investment Adviser Representative
419-443-1319
Brian Falter
Owner/Investment Adviser Representative
419-443-1319
Brooke Greathouse
Lead New Business Administrator
419-443-1319
bgreathouse@planforthejourney.com
Brooke graduated from Tiffin University. She and her husband, John, have a son and a daughter. Brooke is an avid football fan, enjoys camping, and values time with her family. Brooke plays an integral part in the day to day management...
Brooklyn Black
Office Coordinator
419-443-1319
Corey Showman
Owner/Property & Casualty Agent
419-443-1319
cshowman@planforthejourney.com
Drew Loose
Investment Adviser Representative
419-443-1319
Kaitlyn Borer
New Business Administrator
419-443-1319
Kaitlyn is a graduate of Hopewell Loudon High School. She enjoys spending time with family, friends, and her new puppy!Kaitlyn assists with all aspects of client service on the financial services side of the business.Kaitlyn can be...
Kasey Spence
Property & Casualty Agent
419-443-1319
Linsay Johnson
Customer Service Administrator
ljohnson@planforthejourney.com
Matthew Hoover
Owner/Investment Adviser Representative
419-443-1319
Michelle Holland
Property & Casualty Client Services Agent
419-443-1319
mholland@planforthejourney.com
Michelle is a graduate of Columbian High School and Sentinel Career Center. Her and her husband, Bob, have five children. She enjoys reading, going to concerts, and spending time with family. Michelle has been P & C licensed since...
Tracey Sherman
Operations Manager
419-443-1319
tsherman@planforthejourney.com
Tracie Gaietto
Customer Service Administrator
419-443-1319
tgaietto@planforthejourney.com
Trenton Burns
Investment Adviser Representative
419-443-1319
Trenton is a graduate of Hopewell Loudon High School and Bowling Green State University. He enjoys golfing, fishing, watching Ohio State Football, and spending time with family and friends. Trenton earned his securities license and...
Wendy Bird
Customer Service Representative
419-443-1319
Wendy is a graduate of Columbian High School. She and her husband, Jason, have two children. She enjoys being outside, walking, hiking, gardening, traveling, and spending time with family, friends, and all her family dogs. Wendy has...