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

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    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
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    485 Metro Place South, Suite 100

    Dublin, OH 43017

    P: 614.791.4123

    F: 614.389.0496

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