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About Us

Investing in Relationships


Our 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  Smith

Aaron M. Smith

CEO & Investment Consultant

(866) 435-0634

(419) 435-6668

Weston Reinbolt

Weston C. Reinbolt, AIF

President & Investment Consultant

(866) 435-0634

(419) 435-6668

Brittany Fincham

Brittany Fincham

Licensed Administrator

(866) 435-0634

(419) 435-6668

Jessica Lucius

Jessica L. Lucius

Executive Administrator

(866) 435-0634

(419) 435-6668

Ben Engram

Ben Engram

Senior Relationship Manager

Dan Jacoby

Dan Jacoby

Chief Investment Officer

Jacob Stewart

Jacob Stewart

Director of Information Technology

Jennifer Isaacs

Jennifer Isaacs

Dir. of HR and Business Services

Kate Sweetman

Kate Sweetman

Senior Business Services Associate

Kevin Elvington

Kevin Elvington

Director of Marketing

Matt Dunn

Matt Dunn

Chief Compliance Officer

Tyler Tyree

Tyler D. Tyree

Investment Consultant

(866) 435-0634

(419) 435-6668

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 strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We 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 Advantage

  • Choosing 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:

Transparency

  • Trust 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.

Independence

  • We 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.


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