Gail provides ongoing support for clients on a daily basis and works with Rick to best meet client objectives.  She has more than 27 years experience in our industry.  Gail has her Associate Degree in Business Administration from Stautzenberger College, and holds a Series 7 and 66 license.

Registered States:
AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NM, NV, NY, OH, PA, SC, TX, VA, WA

Justin is a Wealth Strategy Associate on our team. He collaborates with Rick to work with individuals, families, and businesses to help critically weigh the best opportunities for managing and protecting their wealth. Justin earned his bachelor's degree from Ohio Northern University in Business Management. He currently resides in Weston, OH with his wife Kendra.

Registered States:
AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI