Meet Our Associates

Katie, CFP®, CLU®, ChFC® is an integral part of our team.  She is involved in the creation of every finacncial plan we run for a family or a small business.  She also oversees most of the operations of our team, which are so critical to our clients. Lastly, Katie is responsible for the ongoing servicing of our advisory portfolios.  It's not hard to see how Katie's presence is felt throughout the whole process.  Katie brings a strong sense of professionalism to this role, and really cares about the impact we can have on people's lives.  In fact, Katie was a client of Northwestern Mutual long before working with us.  She cares about our clients as if they were her own family.

Katie holds a BA from Ohio State University in Economic Anthropology.  She joined the team in 2013 after being a long time policyholder with Northwestern Mutual.  She holds the CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter CLU®, and Chartered Financial Consultant ChFC® designations from The American College which are specialized post-graduate credentials in the fields of estate and business financial planning.  She also holds her FINRA Series 6, Series 63, and Series 7 registrations.

Katie lives in Galloway, Ohio with her cat Lilly.  Katie enjoys rescuing and fostering animals.  Katie is an amature astronomer, musician, and has a special talent for juggling!

Gavin is a critical member of our team specializing in financial planning for young professionals.  Gavin also handles the many integrated aspects of our meeting logistics and client communications.  Chances are you have or will speak with Gavin at some point.  Gavin gained experience with our firm while he was still in college at Capital University, and we are pleased that he has rejoined us after graduating in 2019.

Gavin holds his BA in Financial Economics from Capital University.  He also holds his FINRA Series 6, Series 63, and Series 7 registrations.

Gavin is from Jackson Center, Ohio.  He played basketball for Capital University prior to joining our firm. Gavin enjoys playing in adult league sports such as beach volleyball and basketball, playing golf, and cooking.  He also is a huge Cleveland Browns and Ohio State Buckeyes fan. 

Hannah has been with our firm for a few years, and she handles most of our client service needs.  From insurance underwriting, to investment onboarding— Hannah is here to guide our new clients through these critical steps.  She also serves as a valuable resource to our existing clients, by assisting with various service needs.  From changing beneficiaries, to withdrawing money from an account, to ensuring a stress-free onboarding process, she is here to assist! 

Hannah graduated from Ohio State University with her BS in Environmental Science and Sustainability. Outside of the office you will find her out with her dog Hendrix, spending time with family, or relaxing playing video games at home. We are so glad to have her on our team!