Carey Stansbury
President/Wealth Manager
(419) 885-8354 Ext. 24

Areas of Expertise

  • Investment Research
  • Makret Insight 
  • Life Change Management
  • Goal Focus
  • Specific Retirement Needs
Sherri Stansbury
Managing Executive
(419) 885-8354 Ext. 23

Areas of Expertise

  • Rep Recruitment
  • Compliance Oversight
  • Outside Business Activity Supervision
Dann Shanteau
Operations Manager/Client Relations
(419) 885-8354 Ext. 31

Areas of Expertise

  • Distribution Requests
  • Beneficiary Updates
  • Address or Name Change
  • Account Questions or Issues
  • Balance Inquiries
  • Tax Support
Chelsea Schippel
Marketing & Advertising/Administrative Support
(419) 885-8354 Ext. 26

Areas of Expertise

  • Marketing & Advertising
  • Administrative Support
Lana Siburt
Administrative Coordinator
(419) 885-8354 Ext. 21

Areas of Expertise

  • Advisor & Client Scheduling
  • Appointment Questions
  • Firm or Team Questions