Our Team

John focuses on retirement planning, portfolio analysis and design, investment management programs, business owner planning (including employer-sponsored retirement plans), and charitable giving strategies. He is a CERTIFIED FINANCIAL...

Matt, a founding partner of Engler, Garrow & Roth, Ltd has over 35 years of experience working with individuals and business owners on reaching their financial goals. He holds a Bachelor of Science degree in International Business from...

Tim focuses on retirement planning, estate planning, charitable giving strategies, investment management and insurance analysis. He is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary. He has been a guest...

Terry focuses on retirement planning, estate planning, and insurance analysis. He is a CERTIFIED FINANCIAL PLANNER™. He is licensed as an investment advisor representative of Sigma Planning Corporation in Florida and Ohio.

Karla is our firm’s Associate Financial Planner focusing primarily on the financial goals of families. As the mother of three active children, she understands the challenges families face in balancing daily life while saving for...

Laura began her employment as Administrative Assistant with Engler, Garrow & Roth in 2010. When calling into the office, your first contact will be with Laura. She is able to perform most client service requests and provides...

Melanie is our firm's Paraplanner and she helps perform different types of research for the advisors and completes client service requests. Melanie currently resides in Toledo, OH and holds a bachelor's degree from the University of...