You're here because you or someone you know thought I could help you. I am honored, as there is no greater demonstration of trust. I may or may not be the right financial advisor for you, but I would love to find out. This page will give you an overview of who I am, how our branch team works with our clients and the impact we make on their lives. I would love the opportunity to connect and further discuss if and how I can help you achieve your goals.
I grew up in the small town of Murray, northwest of Bluffton. I currently live in Zanesville with my wife, Nicole, and our three children, Lillian, Amelia and Declan. As a lifelong Wells County resident, it is important to me to be involved in our community to ensure it is a great place to live, work and enjoy for multiple generations to come. I invest my time with Ossian Rotary Club, Bluffton NOW! downtown revitalization, Junior Achievement of Wells County, Ossian Nazarene Church and more to work toward achieving that goal.
April 4, 2015 is a day that forever changed my life, as my father, his fiancée and my aunt passed away as the result of an automobile crash. As I worked through my father's estate, it became increasingly clear to me the importance of having a well organized financial and estate strategy and communicating that strategy with your loved ones. My mission is to work with you and your tax and legal professionals to put all of the pieces of your strategy together so you can see the complete picture and ensure that your strategy is organized and easy to implement if a worst case scenario arises.
My senior branch office administrator, Karen Royer, and I are ready to be of service to you and your family - don't hesitate to give us a call.
- Retirement Savings Strategies
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
- New Investors
- Charitable Giving
My Personal Interests
- Community Outreach
- Coaching Sports
Phone NumberJeremy Penrod at (260) 824-2354
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