614-344-0421
Menu
Home
About
Services
Personal CFO Services
Strategies for Financial Planning
Portfolio Management
Contemporary Investment Strategies
Estate Planning
Business Succession Planning
Insurance/Tax
Life Insurance Tools
Tax Tools
Contact
Broker Check
Upcoming Events
Blog
Home
|
Team
David P. Stone, CPA*, CFP®
Co-Founder
Follow David P. Stone, CPA*, CFP® on LinkedIN
Joe Randazzo, JD, CFP®
Co-Founder
Follow Joe Randazzo, JD, CFP® on LinkedIN
Kara Grant
Client Service Manager
Julie Kacherski
Marketing and Business Development