Our Mission

PN Financial Services, LLC provides a comprehensive financial management relationship that goes far beyond daily investing tasks. We are the Advisor that monitors ever changing tax rates, estate legislation, financial trends - the constantly changing scenarios where we “work smarter” together. We offer a wide range of estate, business and wealth-management services to our clients.

Our competitive advantage

As the partner of an accounting and business advisory firm, PN Financial Services LLC differentiates itself by providing an integrated and holistic approach to financial planning with access to accounting, tax, business valuation and estate planning expertise.

Team

Carl McGookey | Top Certified Financial Planning Advisor | PN Financial

Carl became a Financial Advisor in 2016, and is the partner in charge of PN Financial Services.  His focus is on working...

Jeff Rosengarten | Top Certified Financial Planning Advisor | PN Financial

Jeff is a native of Miller City, Ohio.  He graduated from the University of Toledo with a bachelor’s of business...

David W. Brink | Top Certified Financial Planning Advisor | PN Financial

Dave became a Financial Advisor in 2016, with an eye toward assisting clients in reaching their financial goals by...

Michael Miller | Top Certified Financial Planning Advisor | PN Financial

Mike joined the accounting firm, Payne, Nickles & Company, in September 2003, becoming an owner in January 2015 and is...

Blogs

Carl McGookey |
While so much of personal finance is common sense – don’t spend more than you make, don’t buy a house you can’t afford, start to invest money while you’re young, many young people today enter the workforce fresh out of college, with a boatload of student loans, and with no clue how to properly manage their money. The truth is that many young adults struggle out of college, finding themselves further in debt in just...