Our Team

Keith S. Mitchell

President and Principal

419-794-3099

Professional Background With 30 years of financial services experience my focus is on helping clients create wealth and providing them with knowledge to feel confident in achieving. All of their financial goals. We are experienced in...

Brooke J. Bowerman

Financial Consultant

855-496-8320

419-794-3099

Philosophy Most people do not have the time, knowledge, or desire to research all aspects of their money before making important financial decisions. As a result, many people need the services of an experienced professional financial...

Rabindra (Rob) Mahabir

Registered Representative

855-496-8320

419-794-3099

My Commitment As a Registered Representative, my mission is to serve my clients by providing them with the best possible financial analysis based on their objectives for short and long term goals. Professional Services Investments...

Barbie Harrison

Registered Representative

855-496-8320

419-794-3099

Barbie serves her clients with experience in the investment and insurance fields. Barbie works closely with clients to discover their individual needs to create a strategy that fits their personal situation. Professional Services...

Neoklis "Neil" Stathopoulos

Registered Representative

937-907-5300

419-794-3099

As an Entrepreneur specializing in Financial Services, Neil’s focus is on helping individuals, families and small business owners to realize visions of financial independence through comprehensive financial planning. Neil...