About Us

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Working With Us  

Meet Our Team

  • Rodney M. Friedman
    Rodney M. Friedman

    Rodney M. Friedman

    Senior Financial Advisor

  • Michael W. Leonard
    Michael W. Leonard

    Michael W. Leonard

    Senior Financial Advisor

  • David D. Alspach
    David D. Alspach

    David D. Alspach

    Senior Financial Advisor

  • Robert Kauffman
    Robert Kauffman

    Robert Kauffman

    Senior Financial Advisor

  • Joseph Mathias
    Joseph Mathias

    Joseph Mathias

    Senior Financial Advisor

    • Timing of Social Security Resources needed for the funding of retirement
    • How to transition into retirement
    • Roth conversions
    • Coordination and liquidation of retirement and brokerage accounts
    • Portfolio construction and asset allocation

    Joe holds the Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning as well as the Series 7 (FINRA General Securities) and Series 66 (Uniform Combined State Law Examination). He earned his BA in Accounting from Harding University.

    Joe is married to Cherie.  Joe and Cherie met in college and they have been together ever since, 45 years and going strong.  They currently reside in Gahanna.  They have been very blessed with 3 wonderful children and 4 grandchildren and they are immensely proud of them all.   When Joe is taking a break from serving his clients, he enjoys golf, painting & cooking with Cherie, watching the 4 Golf Major Championships and reading.  Joe’s favorite quote is from John Wooden (10 time NCAA National Championship coach at UCLA):

    “Talent is God given.  Be humble.  Fame is man-given.  Be grateful.  Conceit is self-given.  Be careful.”

  • Kurt Fulmer
    Kurt Fulmer

    Kurt Fulmer

    Senior Financial Advisor

  • Dave A Morosky

    Dave A Morosky

    Senior Financial Advisor

  • Audrey Pepple
    Audrey Pepple

    Audrey Pepple

  • Robin Sheets
    Robin Sheets

    Robin Sheets

  • Janeene Vargas
    Janeene Vargas

    Janeene Vargas

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