Broker Check

Your Professionals

ADvisors

Planning team

Operations Team

Anne  Shukwit

Anne Shukwit

Director, Operations

614-481-4455

866-425-5184

Jeannie Pak

Jeannie Pak

Client Service Associate

614-481-4455

866-425-5184

Executive assitant and growth team

Jack Dobies

Jack Dobies

Director, Growth and Integration

614-481-4455

866-425-5184

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Michelle has been in the business since 1992, and she uses that depth of knowledge, along with the support of her team, to help you address your needs of today and for many years to come. We look forward to working with you.