As an investor, it is important to find a financial advisor who will invest time in understanding what is important to you and use an established process to build personalized strategies to help you reach your goals. With over 17 years of experience, I've had the privilege of serving many great families to help them stay on track and turn their financial aspirations into reality.
My wife, Marie, and I reside in Granville and have two active boys: Hudson and Brody. Through life experiences and the wisdom of others, we have learned, and try to teach to our boys, to have an attitude of gratitude and be mindful of the present because in life, it's the little moments that matter most.
I chose to pursue a personal passion of helping others by joining Edward Jones in 2004. I graduated from Cornell University in 2003 and hold the CFP® certification. Additionally, I have obtained the Series 7 and Series 66 registrations, as well as Ohio life and health insurance licenses.
My branch office administrator, Karen Marttila, and I are dedicated to providing you with the highest level of service possible. Please contact our office and let us know how we can be of service to you.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
- Health & Nutrition
- Wine Collecting/Enthusiast
- History and Museums
Phone NumberBrett A Coffing at (614) 868-5141
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
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