Welcome! I'm honored to serve as your neighborhood financial advisor.
I have lived in Canal Winchester for the last 22 years, moving here from Groveport where I was raised. I am passionate about our community and improving the financial outlook for all who live and work here. I cherish the relationships I've built and look forward to building many more.
If you prefer personal attention, are serious about your money and want to work with a financial advisor who translates investment speak into relatable terms, we may be a good fit to partner together.
I'll be your advocate – someone who really listens and understands. Together, we will use a well-established process to build personalized strategies to reach your goals. Your plan should be as individual as you are. You'll know what you own, why you own it and understand how it fits within your investment comfort zone.
I will help protect you, your family and your wealth. This includes consideration for healthcare costs, long-term care and a path to transfer your assets smoothly when the time comes. We will take all the time together you need to feel confident, maybe even excited, about the opportunities.
Regular reviews give us the opportunity to discuss what has changed in the last year. Making time for this is important. We offer options to fit your schedule and style: evenings, weekend, over the phone or online. Because personalized service is a big deal. And so are you.
My husband, John, and I enjoy boating, football and hockey. I also make time for audiobooks, playing nerdy board games and supporting the Boy Scouts Pinewood Derby. I've recently earned the CRPC™ designation to benefit my clients.
Michelle, my branch partner, has also lived in Canal Winchester for over 20 years. She's been actively engaged and collaborated with the school district, local churches and numerous community organizations. She and her husband Mike are OSU Alumni and their sons, Jake and Nick, are students there, so be sure to give a shout out of "O-H". In her spare time, Michelle loves to camp with her family and their two rescue labs, Remy and Winston.
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Income Strategies
- Insurance & Annuities
- LGBT Finances
Phone NumberDenise A Mathias at (614) 382-8133
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