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Our Team

John Engler

John E. Engler, CFP®, ChFC®, AIF®, CRPS®

Partner & Financial Planner

(419) 794-0550

Matthew Garrow

Matthew H. Garrow, CFP®, ChFC®, CLU®, RHU®, LUTCF®, AIF®

Partner & Financial Planner

(419) 794-0550

Timothy Roth

Timothy E. Roth, CFP®, AIF® 

Partner & Financial Planner

(419) 794-0550

Terry Stamper

Terry L. Stamper, CFP®, MBA

Financial Planner

(419) 794-0550

Karla Stanton

Karla K. Stanton CFP®, ChFC®, AIF®

Financial Planner

(419) 794-0550

Laura Gonder

Laura A Gonder

Client Service Executive

(419) 794-0550

Lucas Tesznar

Lucas Tesznar

Financial Planner

(419) 794-0550

Max Armstrong

Max Armstrong

Paraplanner

(419) 794-0550

Renee Evers

Renee Evers

Client Service Associate

(419) 794-0550

Cole Roth

Cole Roth

Paraplanner

(419) 794-0550

Check us out!

To research our professional licenses, backgrounds, and history of disciplinary or administrative actions, refer to the following resources:

The Financial Industry Regulatory Authority

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The Securities and Exchange Commission

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The State of Ohio Insurance Commissioner

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The Certified Financial Planner Board of Standards

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Michigan Department of Insurance and Financial Services

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