Our Team
Our team is located at
8415 Pulsar Pl, Suite 110, Columbus, OH, 43240, United States
Our Advisors
William James
Managing Director - Branch Director, Senior Portfolio ManagerBailey Parson
Branch Service Manager - Client AssociateJustin Ferdula, CFP®
Senior Managing Director - Complex DirectorPat Diana
Vice President - Complex Assistant ManagerMaria Reyes
Vice President - Complex Assistant Manager
Daniel Mathews
Associate Vice President, Complex Operations ManagerLet's start the conversation
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