How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jason Myers
614-846-6419
Growing up on a farm in Northern Ohio Jason was able to learn the importance of hard work and good family values from his parents and family. From a young age having the responsibility of raising pigs and cattle, he learned how to...
Bobbie Labate
Assistant
614-846-6419
Bobbie Labate is born and raised in Columbus, Ohio. She is married to her husband, Nick, and the couple share their home with two very cute and spoiled pups! Bobbie is an avid reader, loves animals, and enjoys hiking our...