At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Home Office Management Team

Randy Young, Sr.

Randy Young, Sr. RFC®, LACP

Registered Financial Consultant - President/CEO

304-741-3909

304-935-2230

Rosemary Deyerle

Rosemary Deyerle

Operations Manager / Executive Assistant

304-935-2230

Kerragan Young

Kerragan Young

Marketing Director / Executive Assistant

304-935-2230

Team Members

Timothy Munley*

Timothy Munley*

Financial Representative - Grove City, Pennsylvania

724-372-3465

Sharon Nickell*

Sharon Nickell*

DSM -SW-OH / Financial Representative- Piketon, Ohio

614-980-9606

Adriana Hawk

Adriana Hawk

Financial Advisor/ Investment Advisor Grove City, Ohio

614-348-9290

614-991-6569

Sylvia Umbles

Sylvia Umbles

Financial Advisor/ Investment Advisor - Perrysburg, Ohio

419-575-0036

Kimberly Whitt*

Kimberly Whitt*

Financial Representative - Ashland, KY

(606) 585-1647

Jeffrey Burchett*

Jeffrey Burchett*

Financial Representative - Piketon, OH

(740) 285-5522

Ronald 'Trei' Kelley*

Ronald 'Trei' Kelley*

Agent / Broker - Charleston, WestVirginia

(804) 239-4777

Justin Bosley*

Justin Bosley*

Agent/ Broker - Parkersburg, West Virginia

304-966-4672

Randy Bartlett*

Randy Bartlett*

Financial Representative - Girard, OH

724-967-8381

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.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.