- Life InsuranceKelli handles all aspects of customer service with annuities, life insurance, long-term care insurance, and managed accounts.
- Long Term CareLuke is a 2013 graduate of Princeton University in Princeton, NJ. He holds insurance licenses for life, health/accident, annuity, and Long-Term Care as well as a Series 65 securities registration. Luke aligns himself with our company’s core values of honesty, service, and integrity.
- AnnuitiesNick was awarded his CFP® certification in 2016. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards. Nick holds insurances licenses for life, health/accident and annuities in Ohio. He also is an Investment Advisor Representative.