Team Aaron M. Smith CEO & Investment Consultant (866) 435-0634 (419) 435-6668 firstname.lastname@example.org Weston C. Reinbolt, AIF President & Investment Consultant (866) 435-0634 (419) 435-6668 email@example.com Tyler D. Tyree Investment Consultant (866) 435-0634 (419) 435-6668 firstname.lastname@example.org Brittany Fincham Licensed Administrator (866) 435-0634 (419) 435-6668 email@example.com Cindra L. Baker Office Manager (866) 435-0634 (419) 435-6668 firstname.lastname@example.org Jessica L. Lucius Executive Administrator (866) 435-0634 (419) 435-6668 email@example.com STRATEGIC PARTNERS Dan Jacoby Chief Investment Officer Matt Dunn Chief Compliance Officer Jacob Stewart Director of Information Technology Ben Engram Senior Relationship Manager Jennifer Isaacs Dir. of HR and Business Services Kate Sweetman Senior Business Services Associate Pamela Bennett Paraplanner 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 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. Contact Us Name Email Question Thank you! Oops!