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Dublin Office

5650 Blazer Parkway

Suite 100
Dublin, OH 43017

The Overflow Financial Lifestyle

I want you to have a life where your needs, wants, and wishes are met.
I can help you get there through financial planning.

Learn More

The Overflow Financial Lifestyle

I want you to have a life where your needs, wants, and wishes are met.
I can help you get there through financial planning.

Learn More

The Overflow Financial Lifestyle

I want you to have a life where your needs, wants, and wishes are met.
I can help you get there through financial planning.

Learn More

The Overflow Financial Lifestyle

I want you to have a life where your needs, wants, and wishes are met.
I can help you get there through financial planning.

Learn More

The Overflow Financial Lifestyle

I want you to have a life where your needs, wants, and wishes are met.
I can help you get there through financial planning.

Learn More

The Overflow Financial Lifestyle

I want you to have a life where your needs, wants, and wishes are met.
I can help you get there through financial planning.

Learn More

Who I Serve

<h2 data-section-id="34" data-box-id="1" data-box-type="title">Educators</h2>

Educators

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<h2 data-section-id="34" data-box-id="2" data-box-type="title">Business Owners</h2>

Business Owners

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<h2 data-section-id="34" data-box-id="3" data-box-type="title">Christian Community</h2>

Christian Community

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<h2 data-section-id="43" data-box-id="1" data-box-type="title">Single Parents</h2>

Single Parents

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<h2 data-section-id="43" data-box-id="2" data-box-type="title">Pre-Retirees</h2>

Pre-Retirees

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<h2 data-section-id="43" data-box-id="3" data-box-type="title">Just Starting Out</h2>

Just Starting Out

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Services

Services

Our most important consideration? You. We work with you to create financial plans tailored to your needs and believe in preparing for all of life's curveballs. 


Approach

Approach

We're a close-knit team of dedicated financial professionals that strive to provide the highest level of service.

Download Our Don't Panic Ebook!

The novel coronavirus (COVID-19)'s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

Let's Get In Touch

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