Broker Check

Team

STRATEGIC PARTNERS

Dan Jacoby

Dan Jacoby

Chief Investment Officer

Matt Dunn

Matt Dunn

Chief Compliance Officer

Jacob Stewart

Jacob Stewart

Director of Information Technology

Ben Engram

Ben Engram

Senior Relationship Manager

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

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.

 

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