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Name Position Phone
Gregory A. BrownGregory A. Brown President & Founder 513-575-9654
Jeffrey MohlmanJeffrey Mohlman Founder 937-416-0139
Jeff FloraJeff Flora Independent Agent 937-626-7525
Jack KosmiderJack Kosmider Insurance Agent / Business Consultant 330-548-7193
Scott Brian LunsfordScott Brian Lunsford Owner 740-779-0246
Ernie Franz, CLUErnie Franz, CLU Regional Mgr 513-871-0670
Bob KingBob King Principal 440-243-5555
Thomas GroppenbeckerThomas Groppenbecker Owner 513-598-5678
Joseph M. Shumar, Ph.D.Joseph M. Shumar, Ph.D. General Agent, Estate Planning Specialist 440-946-1035
Jim SnyderJim Snyder Owner 330-854-1144
Dean Stewart, CFPDean Stewart, CFP President 513-381-8888
Bruce A. Roberts, LUTCFBruce A. Roberts, LUTCF Owner 440-572-4305
Jack Heighway, LUTCFJack Heighway, LUTCF President 330-495-0805
Rob BurnetteRob Burnette CEO 937-552-9990
Shelly L. LoganShelly L. Logan President 330-234-5490
Allen GageAllen Gage Asset Protection Specialist 330-414-7955
Bill Schretter, MBA, CLU, ChFC, CFP, ATABill Schretter, MBA, CLU, ChFC, CFP, ATA Founder 513-268-2346

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