Meet the Team
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.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Rachael became a Financial Advisor in 2021, passing the FINRA Series 7 and 66 exams. She is licensed to offer securities in Ohio, Florida, and Texas. She also has her insurance license in Ohio.
Mike joined the accounting firm, Payne, Nickles & Company, in September 2003, becoming an owner in January 2015 and is now serving as the managing partner of the accounting firm effective January 2018. In addition to servicing his...
Jeff is a native of Miller City, Ohio. He graduated from the University of Toledo with a bachelor’s of business administration in 1993. Jeff joined Payne Nickles & Company in May 2000, and in 2012 he became a Certified Fraud...
Dave became a Financial Advisor in 2016, with an eye toward assisting clients in reaching their financial goals by helping them better understand how the pieces to the financial puzzle fit together to form a long-term plan. As the...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.