Investment Brokerages Gahanna

Eagle Financial Solutions

Investment Brokerages Gahanna
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Address
4285 Morse Rd
Place
Gahanna, OH   43230 
Landline
(614) 536-0222
E-Mail
info@eaglefinancialsolutions.com
Facebook
354484118942
Video
www.youtube.com
Website
www.eaglefinancialsolutions.com

Description

As comprehensive financial planning specialists in Columbus, OH, our financial advisors create plans to help clients grow and secure money safely. We build our financial solutions to work not only in good times but in bad financial times as well. Our team works to educate our clients on their financial situation and investments, which gives them the tools to reach their goals. Whether you are planning for retirement, seeking social security guidance, or are growing your business, our seasoned team of consultants possesses the knowledge and expertise to place you in a healthy financial state. All of our agents are also Bank On Yourself advisors. Start building your wealth today and contact our office!

Keywords financial planner, financial advisor, wealth management, retirement planning, financial planning, retirement plans, asset management, life insurance, college planning, college planning services, small business retirement plans, iras, ira rollover, 401k rollover, tax planning, mutual funds, stocks, bonds, annuities, Roth ira, financial consultant.

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  • John J. Shedenhelm

    CEO

    John has been in financial services for over 20 years and is one of only 200 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself® Authorized Advisor. John holds a B.A. from Kent State University, and is a licensed representative in Ohio, California, New York, Maryland, Georgia, Kentucky, and several other states. He is also Series 6 licensed and has worked with over 270 clients to help them grow their wealth and achieve their financial goals and dreams. John is also active in his church and the community, serving as coach for several youth sports teams. John lives in Pickerington, with his wife and their two children.

  • Edward J. Beemiller

    Senior Vice President of Eagle Business Solutions Division

    Ed has been in the financial services industry within Central Ohio for over 21 years. Ed was formerly the CFO of a $45MM privately held corporation and had spent 17+ years working in the Commercial Banking Industry as an SVP of a Regional Bank in Central Ohio. Ed has extensive experience in advising/consulting with business owners and executives in planning and developing financial strategies, general business consulting, appropriate capital structuring, and securing financing alternatives to ensure the continued successful operations of their companies. He also formed his own consulting company with a niche in working with business owners to create and modify strategic business plans, identify capital needs of the business, recommend/identify/negotiate with various capital sources available in the marketplace, and also provide general business advisory services. Ed holds a BA in Economics and English from Kenyon College and an MBA from The Ohio State University School of Business. He is active in his community, serving as coach for his children’s lacrosse and hockey teams and presently serving on the Board of the Pickerington High School Lacrosse Association. Ed lives in Pickerington with his wife and two children.

  • Brian Minier

    Vice President – Eagle Charitable

    Brian oversees Eagle Financial Solutions’ charitable giving division. Brian has over 10 years of experience in the insurance industry in various capacities. Brian has a MBA from Malone University and a Bachelor of Science in Marketing from the University of Akron. Brian is also an Authorized Bank on Yourself Advisor to provide safe investments and to assist with retirement planning. Brian is most passionate about helping nonprofit organizations raise funds to help those who benefit from charitable donations.

  • Steven Schobert

    Bank On Yourself Authorized Advisor

    Steven has been a senior level business professional with experience and skills across multiple organizations in a variety of industries in Central Ohio for the last 25 years. He works with clients who want a safer method of growing wealth and a predictable stream of income when they retire. He has a degree in Economics from The Ohio State University. Steven is also active in the community, serving as coach for youth basketball and swim teams. Steven lives in Pickerington with his wife and 3 children.

  • Rita Tilka

    Director of Client Services

    Rita has been with Eagle Financial Solutions since 2003. Rita attended Florida State University, and has held many different professional titles, including property and casualty insurance agent for American National, life insurance agent for United Income Life Insurance Company, executive assistant to the CEO of US Realty Consultants, executive assistant to the CEO of Fahlgren & Swink Advertising, bridal consultant with David’s Bridal, and branch manager for Interim Temps, Columbus. Rita lives in Pickerington and has three grown children. She is a proud grandmother of 8 grandchildren.

  • Rose Sarko

    Director of Sales & Marketing

    Rose has been with Eagle Financial Solutions since 2005. Rose graduated in 1998, with a BA in English Literature from the University of Arkansas, and completed her Masters in Library & Information Science at Louisiana State University in 2000. Rose has professional experience in several areas, including web design, library and information management systems, teaching and instruction, and sales and marketing. Rose is also a small business owner, and in her spare time, she enjoys cooking, gardening, and ballroom dancing.

  • Ryan Fleming

    Vice President of the College Planning Division

    Ryan is a College Planning Specialist with a B.A. from the University of Dayton. Ryan has a background in education and 10 years' experience with professional baseball, so he is very familiar with the financial pressures facing parents of college students. Ryan specializes in helping parents of college-bound students improve their financial aid picture and pay for college on a tax-favored basis. He also educates his clients about the Bank On Yourself concept, to provide a secure future for themselves and their families. Ryan lives in Pickerington, with his wife and their three children.

  • Cameron Huey

    Bank On Yourself Authorized Advisor

    Cameron is one of only 250 agents in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself® Authorized Advisor. Cameron holds a B.A. in Marketing from Ohio University. What sets Cameron apart from the competition is his unique approach of utilizing conservative wealth-building strategies to develop a stable and secure financial plan for his clients. Cameron believes that the first step to financial independence and security is to “Pay yourself first!” He firmly believes that money is plentiful for those who desire the financial know-how and understand the simple laws of money. Cameron resides in Grandview Heights, Ohio.

  • Alex Huey

    Bank On Yourself Authorized Advisor

    Alex is one of only 250 agents in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself® Authorized Advisor. Alex holds a bachelor’s degree in Mathematics from the University of Cincinnati. He was first intrigued by the financial industry after reading Becoming Your Own Banker by R. Nelson Nash. After researching the Infinite Banking Concept and the Bank on Yourself strategy, he was inspired by the idea that people can be extremely successful financially, without putting their money at risk in the stock market. His focus is on helping people develop a financial plan that is effective, safe, and minimizes risk.

  • Tyna Agee

    Director of Client Services

    Tyna joined Eagle Financial Solutions in 2016. Tyna graduated from The Ohio State University in 1996 with a B.A. in Communications and Psychology. Tyna has been in the financial services industry since 1997 and has been fully securities licensed since 2002. She has worked for such companies as Bank One, JP Morgan Asset Management and Ameriprise Financial. Her extensive professional experience includes customer service, financial planning, risk analysis, portfolio construction as well as sales and management. Tyna enjoys traveling, playing tennis, cycling, hiking and reading. Tyna resides in Worthington with her husband Shawn and their cat Sheeba.

  • Melanie Canini

    Eagle College Planning Client Support manager

    Melanie enjoys helping with the daily office operations of Eagle College Planning, handling registration and scheduling for college workshops, serving as liaison with the College Planning Network, and keeping the college advisors’ schedules full. She is active in her church and Homeowner’s Association, and also teaches 3rd Grade Religious Ed at Seton Parish. Melanie served in the US Army Reserve for 8 years and uses those skills to keep her children in line. She lives in Canal Winchester with her husband Andrew and three children.

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Investment Brokerages
(614)536-0222 (614)-536-0222 +16145360222

Map 4285 Morse Rd

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