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] Tyler D. Tyree Investment Consultant (866) 435-0634 (419) 435-6668 [email protected] Brittany Fincham Licensed Administrator (866) 435-0634 (419) 435-6668 [email protected] Cindra L. Baker Office Manager (866) 435-0634 (419) 435-6668 [email protected] Jessica L. Lucius Executive Administrator (866) 435-0634 (419) 435-6668 [email protected] 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 We provide assistance in the following areas: Investments AnnuitiesBondsBrokerage AccountsCommon StockETFsGovernment SecuritiesMutual FundsRoth IRASEP IRASimple IRATraditional IRATreasury BillsTreasury Notes Financial Planning Retirement PlansTax Plans401(k) Planning403(b) PlanningCollege PlansEstate PlansMoney Purchasing PlansProfit Sharing Plans Insurance Disability Income InsuranceLife InsuranceLong-Term-Care Insurance 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!