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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.

 

Bailey Breidenbach

Investment Adviser Representative

419-443-1304

419-443-1319

bbreidenbach@planforthejourney.com

Bailey is a graduate of Hopewell Loudon High School and Tiffin University. He enjoys hunting, golfing, and outdoor activities.  Bailey earned his life and health insurance license in 2021.  In the securities arena, Bailey has...
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Bernie Kirian

Investment Adviser Representative

419-443-1304

419-443-1319

bkirian@planforthejourney.com

Bernie is a graduate of Hopewell Loudon High School. She is married to Kevin and she has two children, two stepchildren, and several grandchildren she loves to spoil. She enjoys spending time with the kids and grandchildren, camping,...
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Billy Diehm

Investment Adviser Representative

419-443-1304

419-443-1319

wdiehm@planforthejourney.com

Billy is a graduate of Seneca East High School and the University of Cincinnati. He resides in Attica with his wife, Emilie. He enjoys golfing, keeping active in basketball, spending time outdoors, and cheering on his beloved...
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Brian Falter

Owner/Investment Adviser Representative

419-443-1304

419-443-1319

bfalter@planforthejourney.com

Brian is a graduate of Seneca East High School and Tiffin University.  He and his wife, Bridget, have three children. Brian enjoys golf, going to concerts, and traveling. He started in the financial services field in 1994. Brian...
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Brooke Greathouse

Lead New Business Administrator

419-443-1304

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...
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Corey Showman

Owner/Property & Casualty Agent

419-443-1304

419-443-1319

cshowman@planforthejourney.com

Corey is a graduate of Fostoria High School and Owens Community College. Corey stays busy with his two children. He and his wife, Kelly, enjoy motorcycle riding, boating, and being with family and friends.Corey has been insurance...
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Danielle Schroth

Front Desk Administrator

419-443-1304

419-443-1319

dschroth@planforthejourney.com

Danielle is a graduate of Findlay High School. She and her husband, Steve, have a son who attends Hopewell-Loudon School.  Danielle joined our office in January of 2023.  Her focus is the client experience on the phones and...
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Drew Loose

Investment Adviser Representative

419-443-1304

419-443-1319

aloose@planforthejourney.com

Drew is a graduate of Mohawk High School and Tiffin University. He and his wife, Keely, and their two beloved dogs, reside in Tiffin. He enjoys fishing, being outdoors, and spending time with his family and friends.Drew earned his...
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Kaitlyn Flechtner

New Business Administrator

419-443-1304

419-443-1319

kflechtner@planforthejourney.com

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...
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Matthew Hoover

Owner/Investment Adviser Representative

419-443-1304

419-443-1319

mhoover@planforthejourney.com

Matt graduated from Hopewell Loudon High School and Tiffin University. He has three children. Matt enjoys golf, bowling, fishing, and likes to travel.Matt started in the financial services field in 1994. He focuses on life, health,...
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Michelle Holland

Property & Casualty Client Services Agent

419-443-1304

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...

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Tracey Sherman

Operations Manager

419-443-1304

419-443-1319

tsherman@planforthejourney.com

Tracey is a graduate of Calvert High School and Heidelberg University. She and her husband, Aaron, are proud parents of two children. Tracey enjoys reading, walking, traveling, and volunteering in the local community and the St. Mary...
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Tracie Gaietto

Customer Service Administrator

419-443-1304

419-443-1319

tgaietto@planforthejourney.com

Tracie graduated from Seneca East High School. She is married to Jaimie and has 2 stepchildren and 2 step-grandchildren. Tracie enjoys spending time with her family and friends, going to concerts, hiking, and traveling.Tracie assists...
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Trenton Burns

Investment Adviser Representative

419-443-1304

419-443-1319

tburns@planforthejourney.com

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...

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