Experience

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  PG Financial Services

  • Mount Vernon, Ohio

  • Owner - Financial Advisor

    • Jan 2015 - Present
    • Mount Vernon, Ohio

    103 S Main StreetMount Vernon, OH 43050PG Financial is a full-service financial services company where advisors provide financial planning, investment management, and retirement solutions company. Our goal is to help clients create a custom financial plan by identifying client financial goals, analyzing current investments and risk tolerance, and then taking the appropriate steps to achieve their goals. I specialize in explaining complex investment strategies to anyone regardless of their investment experience.Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Professional Guidance Financial Services are not affiliated.

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  Strouse International Ltd.

  • Mount Vernon, Ohio

  • Owner

    • Dec 2011 - Present
    • Mount Vernon, Ohio

    Owner of several mult-unit buildings and single family homes in Central Ohio. Manage all aspects of the rental business from daily property management, lease negotiations, maintenance, screening new tenants, and evicting.

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  The Investment Center at FirstMerit Bank & LPL Financial

  • 136 South Main Street Mount Vernon, OH 43050 Phone Number: 614-381-2943

  • Financial Advisor

    • Oct 2011 - Dec 2014
    • 136 South Main Street Mount Vernon, OH 43050 Phone Number: 614-381-2943

    Help clients allocate their investment portfolio's, build custom retirement plans, manage risk, set up company 401k retirement plans, and insurance analysis. I cover twelve branch locations and have clients that live all over the United States. I believe proactive consistent clear honest communication is the only way to help clients achieve their financial goals.Disclosures:Securities are offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact Info. Insurance products are offered through LPL Financial or its licensed affiliates. The Investment Center at FirstMerit Bank is a division of FirstMerit Bank, N.A. which is not a registered broker/dealer. LPL Financial is separately controlled and owned from The Investment Center at FirstMerit Bank and FirstMerit Bank.The investment products sold through LPL Financial are not insured FirstMerit Bank deposits and are not FDIC insured. These products are not obligations of FirstMerit Bank and are not endorsed, recommended or guaranteed by FirstMerit Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial representatives associated with this page may only discuss and/transact business withresidents of the following states: OH & IL

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  Chase Investment Services Corporation

  • Financial Advisor

    • May 2006 - Oct 2011

    My Job is to make your Financial Dreams come true! Deepening and Acquiring Relationships. Portfolio Management. Stocks, Bonds, ETF's, Managed Accounts, Separately Managed Accounts, Mutual Funds and Annuities. Retirement Planning, College Planning, and any short or long term investment strategies.

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  Enterprise Rent-A-Car

  • Branch Manager

    • 2003 - 2006

    Managed several locations in the Chicago. Trained and developed new staff members. Implemented new sales strageties. Responsible for all fixed and variable costs at each location and accounts receivables.

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  Ohio University

  • Contractor

    • 1999 - 2003

    As a contractor at Ohio University I worked at for several business owners in Athens Ohio on a variety of projects from repairing buildings, inspecting properties, opening new retail locations, and delivering pizza's.