Team

Bailey is a graduate of Hopewell Loudon High School and a senior at Tiffin University. He enjoys hunting and outdoor activities. Bailey earned his life and health insurance license in 2021 and his Investment Adviser Representative...

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

Billy is a graduate of Seneca East High School and most recently the University of Cincinnati. He enjoys golfing, keeping active in basketball, spending time outdoors, and cheering on his beloved Wolverines.  Billy received...

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...

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...

Drew is a graduate of Mohawk High School and Tiffin University. He enjoys fishing, being outdoors, and spending time with his family and friends.Drew earned his securities license and life and health insurance license in 2017...

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...

Marah is a graduate of Mohawk High School and is currently in college, studying business.  Marah is a licensed life insurance agent and is working part-time in the office, to gain exposure to the business while continuing her...

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,...