Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Nigel is a consumer advocate for investors, a financial literacy educator, retirement planner, and father. Raised by an accountant and a nurse, one taught him the value of financial organization, the other the importance of good health. It was his mother who inspired him to become a financial planner back in 1998. She is a hospice nurse, and has helped hundreds of people, and their families, in their last days. She has seen people die with nobility and grace, as well as with fear and regret.
Nigel offers fee-only holistic financial planning and comprehensive wealth management, with a passion for Socially & Environmentally Responsible Investing. Though by conventional definition he is a Financial Planner, at his heart he is a consumer advocate, helping his clients make informed financial decisions and take control of their financial future.
Nigel lives with his spouse, Shay, and their two boys Jonas and Rafi, in Tucson, Arizona. He has clients in almost every state and is comfortable meeting in-person in his downtown Tucson office, or online via internet conferences.
Quote: “Success is where preparation and opportunity meet.”
I have been a financial advisor for over 19 years serving individuals, families, and small businesses. I truly enjoy sharing ideas and spending time with my clients as we work through all of the possibilities for their futures to help bring clarity to what is often a very complicated subject. My greatest moments of admiration have often come while working with my clients to set their goals, create a roadmap, and help them accomplish their dreams.
If I am not working you can often catch me spending time boating with my amazing wife and son. In the fall I can be found playing in my men’s soccer league or coaching the girls varsity soccer team at a local high school.
Vivian has 40 years of experience in the financial services industry. Becoming an independent agent, simply means that I am not bound or restricted to use certain proprietary or company sponsored products.I have thousands of financial products available to me than I can use to best fit your unique financial situation and goal.This should be very important to you.
Equally important is my affiliation with Money Concepts International. They provide access to these
Products as well as a technology platform that helps me be efficient in the day to day activities.But
most important they also provide a support network of education and experience which helps to sharpen my skills ultimately benefiting you.
Next you should know that you are very important to me.My livelihood resides in the satisfaction
of my clients.I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here to me.
Independent contractor of Money Concepts International, Inc.
All Securities Through Money Concepts Capital Corp.Member FRINA/SIPC
Partner at Keystone Financial Group, College Planning Specialist
Ryan has been in the financial services industry over 11 years. As a Certified Financial Fiduciary ®, CFF Ryan takes pride in helping others plan for their financial futures by avoiding wealth transfers and conflicts of interest. He is a leading college planning specialist in the Columbus area and holds a B.A. from the University of Dayton. Before entering the financial services arena, Ryan played professional baseball for 3 different MLB organizations (Toronto Blue Jays, Texas Rangers and Philadelphia Phillies) spanning 10 years.
Ryan conducts free educational college planning workshops throughout the Columbus area and beyond. He also consults individually with parents and students to help them improve their financial aid picture and pay for college on a tax-favored basis. In addition to his college planning practice, Ryan works with families who want to improve their long-term retirement picture and strategizing on the distribution of their estate.
What sets Ryan apart is his client centric, easy to understand approach.
Ryan lives in Pickerington with his wife and their three children. He enjoys spending quality time with his family, travel and coaching his kid’s sports. He participates in his local church and currently helps lead a high school bible study ministry.
Anthony "Tony" Carini is President and Founder of Diversified Wealth Strategies, LLC and an Investment Advisor Representative of Woodbury Financial Services, Inc. With over 33 years of experience, Tony specializes in helping individuals and businesses with asset accumulation, retirement, estate planning, financial education and insurance services.
Brian has over 10 years of experience in the insurance and financial service industry. He has a MBA from Malone University and a Bachelor of Science in Marketing from the University of Akron. Brian assists his clients with many areas of retirement planning and investments.
He specializes in helping seniors plan for retirement and develop smart Social Security strategies, and also provides financial advice and guidance to help individuals weather both good and bad financial markets.
Brian’s particular expertise lies in customized Social Security planning, designing personalized retirement plans to help his clients achieve their individual retirement goals, and income and distribution planning – an area which Brian feels is too often neglected by most traditional advisors.
Brian lives in New Albany with his wife and two children, and is active in his church and community. In his spare time, he enjoys spending time with his family, participating in missions work, and volunteering at his church.
After 12 years as a small business owner, Cynthia began her career as a financial advisor in 1992 at A.G. Edwards & Sons, Inc.She established Family Legacy Partners, Inc. in 2012 as an independent investment and advisory firm delivering the high-touch client service and disciplined portfolio management that is the hallmark of her practice.Her domestic clients reside in the 22 states where she is currently registered.
Cynthia earned her M.A. from Vermont College of Norwich University.She served on the Board of Brattleboro Area Hospice from 2011 to 2017 and is a former long-term Board Member and Chair of the Wells Educational Trust.She lives in Greenfield, MA.
Roy C. Jerrolds Jr., Certified Financial Fiduciary®
Roy Jerrolds has been in the financial services industry for over 20yrs and in the capacity as a Financial Advisor for 18yrs. Roy is dedicated to developing true relationships with his clients. Roy served his country in the United States Marine Corps for over 7 years. He’s been married for 19yrs to his amazing wife Heather and live in Brentwood with their five children.
Roy C. Jerrolds Jr., Certified Financial Fiduciary®
Robin S. Davis, Wealth Advisor, had been designing financial plans and insurance strategies for her clients since 1984. As the Senior Advisor and owner of Davis Wealth Management Group, she continues to service and advise her existing clients on financial issues flooding the markets as they change over time. The market has become more volatile over the years and requires advisors and clients alike to be more educated on changes in economies domestically and abroad, on tax and estate planning changes, which occur relentlessly often these days. Because is more important than ever to hire and work with the right financial, insurance, tax and estate planning professionals, Robin wrote the book “Who’s Sitting on Your Nest Egg? Why you need a Financial Advisor and ten Easy Tests for finding the Best One!” Robin has been a contributing author for Affluent Magazine and has been a guest on numerous television and radio shows including Oprah and Friends. Robin has held over 500 public seminars on financial issues around the country and continues to be a frequent speaker at different forums today. Robin folds FINRA series 7,6,22,24,26,63 and 65 industry licenses; as well as Life, Health and Variable Insurance licenses.
Carie Gratz, MBA, is a financial advisor an insurance specialist with Davis Wealth Management Group since 2008. She is a professional who helps individuals manage their finances by providing advice on money issues such as investments, insurance, estate planning, tax planning, retirement and 401k rollovers. Her responsibilities include investment research and analysis, portfolio management design and asset allocation, as well as performance evaluation. She currently holds FINRA series 7 and 66 industry licenses; and Life, Health and Variable Insurance licenses. Carie is native to Martin County and graduated from Florida State University where she earned a B.S. in Finance in 2002. Carie also received her Master of Business Administration from South University in 2012.