Partners

Ron Busdeker (419) 862-2523
Certified Public Accountant

David Seeger (419) 246-5905
President & CEO Great Lakes Credit Union

Debbie Tassie (419) 471-0211
Attorney at Law

C. Drew Griffith (419) 873-3739
Attorney at Law (General)

Ruth Miller (419) 666-7334
Local 8 Credit Union

Mark Sommer (419) 666-3113
CanDo Credit Union

Client References:

Name / Type of Planning

Ruth David (419) 537-0102
Retirement Planning Estate Planning & Asset Protection

Ken & Barb Losie (419) 836-8444
Financial Planning

Don & Sherry Strohl (419) 864-3227
Financial Planning

Dr. Donald & Janet Hickey (419) 241-2554
Financial Planning & Estate Planning

John & Marlene Danko (419) 836-8706
Retirement Distribution

Tim & Deb Schneider (419) 382-5699
Retirement Distribution

Jack & Annette Carulli (419) 666-2383
Retirement Planning & Distribution

Jim & Liane Jaquillard (419) 837-6691
Retirement Planning & Distribution

Pat Marshall (419) 782-1306
Medicaid/Asset Protection

Rex & Nancy Orians (419) 423-8498
Retirement Planning & Distribution

Richard & Shirley Hiszak (734) 856-1265
Retirement Planning & Distribution