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
419-443-1319
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
Corey Showman
Owner/Property & Casualty Agent
419-443-1319
cshowman@planforthejourney.com
Danielle Schroth
Front Desk Administrator
419-443-1319
dschroth@planforthejourney.com
Drew Loose
Investment Adviser Representative
419-443-1319
Kaitlyn Flechtner
New Business Administrator
419-443-1319
kflechtner@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...