We’re Here for You: UPDATED 6/4/21

We are committed to safeguarding the health and well-being of our team members, clients, families, and members of our community.

As things begin to open back up across Ohio, we are now offering in-office appointments for those who would like to meet in person, but we will also continue offering virtual meetings to those who would prefer them either for safety or convenience reasons. Please let us know when scheduling an appointment whether you would prefer to meet in person or virtually via phone/webcast.

In order to make our office as safe as possible for both our clients and our employees, here are some precautions that we are taking:

  • Vaccinations: All advisors and employees have been fully vaccinated against COVID-19.
  • Work-From-Home: Employees who have been sick or shown any symptoms of illness will be required to work from home for a period of at least 1 week before returning to the office.
  • Physical Distancing: For the time being, all in-office meetings will be scheduled on a first-come-first-served basis utilizing our large conference room in order to maintain a safe distance.
  • Sanitation: All door handles, chairs, water cooler, and other public surfaces will be wiped down and sanitized on a regular basis. Advisors and employees will wash hands frequently before and after touching public surfaces or interacting with clients.

Although we believe we have been as cautious as possible, those who may be considered at a high risk of exposure may wish to request a virtual meeting as opposed to an in-person visit.

In the meantime, 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 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 consider the management and protection of your wealth as a critical responsibility. However, as your trusted counselor it is our goal to ensure the longevity of your mental and physical health as well.


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 will continue to disrupt just about every aspect of our lives for months and possibly years to come. Click to explore links below.


Coverage in the Financial World:

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.