Broker Check

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Diane Slutsky

Office Manager

(614) 337-8770

(614) 337-8982

Diane handles account receivables, account payables, bookkeeping and some payroll. She also assists in office operations. Diane spent fifteen years as a legal secretary and came back to work for the firm in October of 2012.
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Ashley King

Office Administrator

(614) 337-8770

(614) 337-8982

As the first point of contact, Ashley connects clients with needed resources by answering or referring inquiries. She organizes and maintains office operations along with Diane, and serves as Howard’s assistant. Ashley has a Bachelor’s...
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