COVID-19 Response

COVID-19 ResponseWe’re Here for You

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business as usual, though remaining physically distanced.

We are committed to safeguarding the health and well-being of our team members, clients, families, and members of our community. To continue providing you the quality of service and personal attention to which you’ve been accustomed to and deserve, we have shifted all in-office or face-to-face appointments to email, phone, or virtual meeting until further notice.

While the uncertainty of the viral outbreak and its impact on the markets can be unnerving, please know that we are keeping a close watch over these current fluctuations on your behalf. Most importantly, we are on the lookout for any emerging long-term trends that might impact your financial plans and will be sure to communicate with you if any actionable plans arise.

We are committed to offering you financial guidance and support, regardless of what the upcoming days, weeks, or even months might bring. While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet in person right now, but we do have the technology in place to "virtually" connect and discuss any financial questions or concerns you may have as this situation develops.

We are maintaining regular (though "virtual") business hours, and keeping in touch via phone, email, and social media as these events evolve, continuing to provide updates and support during this challenging time.

We’ve put together this page as a resource center to connect you to up-to-date news and resources that we hope will address some of your concerns and provide reassurance.


Protecting You and Your Family’s Health:

The coronavirus (COVID-19), a viral disease that was first identified in Wuhan, China in 2019, has been officially declared a pandemic after spreading to over 150 countries, according to the World Health Organization (WHO).1 Although the implications of the novel disease have yet to determined, it’ll continue to disrupt just about every aspect of our lives for weeks and months to come. Click to explore links below.


Staying Connected

If you have any concerns in the meantime, please feel free to reach out–we’re always here to help. Do your friends and family know the questions to ask to make sure they’re basing financial decisions on all the facts, and not emotions, misconceptions, or opinions? Please share this page and our contact information with them.

We truly appreciate your trust and we look forward to working together for years to come. 



We'd love to hear from you! Contact our office at 614-300-9501, or submit a contact request and someone from our office will get back to you shortly.


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