Our team consists of myself, Robin Juszli, Senior Branch Office Administrator, and Betsey McLaughlin, Senior Branch Office Administrator.
I earned a bachelor's degree in business administration from Bowling Green State University in Bowling Green, OH. I earned the AAMS® professional designation in 2004 and I've been a CFP® professional since 2009. I'm also a member of the Financial Planning Association.
My wife, Donna, and I have two sons, two daughters and nine grandchildren. We are residents of Upper Arlington and are active in many business and civic affairs. I currently serve on the board of trustees for the Upper Arlington Senior Center, am a member and past board member of the Tri-Village Chamber Partnership and was the 2000 Bowling Green State University Alumni Community Service Award recipient.
Robin Juszli attended Bowling Green State University in 1978. Previously, she worked for Prison Fellowship Ministries doing Angel Tree for all of Ohio and Community Connections for Ohio Offenders. Robin is active in her church as Vacation Bible School Director and is on the worship team. Robin is married to Frank, and they have five children, ten grandchildren, two dogs and three cats.
Betsey McLaughlin graduated in 2014 from Capital University in Bexley, OH. She earned her bachelor's degree in communications and minored in electronic media and film. Before working for Edward Jones, she worked for Huntington National Bank and Morgan Stanley. Betsey lives in Hilliard with her Border Collie, Lana.
I use an established process to build personalized strategies to help you and your family define and achieve goals that are important to you. Our team works with individuals and couples and focuses on working with those who have unfortunately lost a loved one. Call us to set a time to come in, meet us and experience a learning and encouraging environment to get organized, set goals and start your journey.
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- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Personal Fitness
Phone NumberFred J Minich at (614) 451-6004
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
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