About Us Investing in RelationshipsOur roadmap, to support our client’s retirement plans successfully, is to take a process-oriented approach by first seeking to understand our clients. This is the foundation and key to helping them design a customized plan to help pursue their overall needs and goals. We at the Financial Design Agency of Ohio review current retirement benefits, deferral percentages, average account balances and employee participation, identify cost drivers, and help implement a strategic plan. Using our talented staff, we are able to effectively maintain and support client accounts from year to year.For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.That’s where my firm comes in.Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.As a member of the community for several years, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about.For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams. Our Team Aaron M. Smith CEO & Investment Consultant (866) 435-0634 (419) 435-6668 [email protected] Weston C. Reinbolt, AIF President & Investment Consultant (866) 435-0634 (419) 435-6668 [email protected] Brittany Fincham Licensed Administrator (866) 435-0634 (419) 435-6668 [email protected] Jessica L. Lucius Executive Administrator (866) 435-0634 (419) 435-6668 [email protected] Cindra L. Baker Office Manager (866) 435-0634 (419) 435-6668 [email protected] Ben Engram Senior Relationship Manager Dan Jacoby Chief Investment Officer Jacob Stewart Director of Information Technology Jennifer Isaacs Dir. of HR and Business Services Kate Sweetman Senior Business Services Associate Kevin Elvington Director of Marketing Matt Dunn Chief Compliance Officer Pamela Bennett Paraplanner Tyler D. Tyree Investment Consultant (866) 435-0634 (419) 435-6668 [email protected] At Financial Design Ohio, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe 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.Our AdvantageChoosing to work with us, you can feel confident knowing we are committed to providing you a simplified process that breaks down many of the burdensome aspects of financial planning. We believe you can benefit from our:TransparencyTrust is at the foundation of all we do, and one way we build that trust is through transparent communication. We believe an educated client is an empowered client, which is why we make the effort to answer your questions, ask our own, and utilize a collaborative approach.IndependenceWe are independent advisors that are dedicated to serve clients without a reliance on proprietary products. We have the ability to select from a broad array of products in order to pursue the investment goals of our clients, and will proactively guide you in making educated financial decisions that will serve your best interests. Learn More Contact Us Name Email Phone Question Thank you! Oops!