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