Keeler&NadlerLogo-white-ltblue[1]_edited
Client Login
  • Who We Are

    • Andy Keeler
    • Richard Nadler
    • Mark Beaver
    • Jessica Hultberg
    • Abigail Rose
    • T.J. Burkett
    • William Root
    • J.T. Hrusovsky
    • Carolina Kowalski
    • Linda Lipps
  • What We Do

  • Insights

    • Blog
    • Newsletters
    • Resources
  • Contact

  • Client Login

  • More

    Use tab to navigate through the menu items.

    OUR TEAM

    Six CFPs, two CPAs, one common goal... yours.

    Image by Teo D
    Andy-Keeler-CFP_edited.jpg
    Andy Keeler, CFP
    Founder and President
    Mark Beaver, CFP
    Senior Financial Advisor
    TJ-Burkett-CFP-SQ.jpg
    T.J. Burkett, CFP
    Operations Manager
    Carolina-Kowalski-SQ.jpg
    Carolina Kowalski
    Business Operations
    Bill-Root-JD.jpg
    William K. Root, JD
    Estate Planner
    Richard Nadler, CFP, CPA
    Founder and Advisor
    Jessica-Hultberg-CFP-SQ.jpg
    Jessica Kanoski, CFP
    Financial Advisor
    Abby-Rose-CFP-SQ.jpg
    Abby Rose, CFP, CPA
    Financial Advisor
    Linda-Lipps-SQ.jpg
    Linda Lipps
    Manager of Client Relations
    JT-Hrusovsky_edited.jpg
    J.T. Hrusovsky
    Financial Planning Analyst
    KNLogo[1].png

    485 Metro Place South, Suite 100

    Dublin, OH 43017

    P: 614.791.4123

    F: 614.389.0496

    • Facebook
    • LinkedIn

    Disclaimer

    Privacy Notice

    Code of Ethics

    ADV Part 2A

    Form CRS

    Check the background of this firm on FINRA's BrokerCheck.