Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Patrick has more than 25 years’ experience in the financial services industry and has helped thousands of people work towards achieving their financial goals.
Under Patrick’s leadership, Patrick Lynch Financial provides conservative insurance and investment strategies that help lead individuals and families toward their ideal retirements. While the company focuses on retirement planning, Patrick throughout his career has helped facilitate employee stock ownership (ESOP) plans, insurance solutions, disability income insurance and financial planning for business.
Patrick finds it deeply rewarding to take the complexities of a family's finances and translate those issues into something clear and understandable. He believes his success rests in empowering his clients to understand their financial goals as they achieve them.
Patrick holds his Series 65 securities registration and life, accident and health insurance licenses and holds a long-term care professional designation. He is also a Registered Investment Adviser.
Born and raised in Colorado, Patrick is the proud father of three children, Meghan, Christopher and Lauren, and the proud grandfather of Ian and Beckham. When he’s not in the office, he enjoys spending time with his family, golfing, playing softball and exercising.
Kevin has been in the financial services industry for over 18 years.He spent the first 8 years of that time working with The Hartford Life and Annuity Company, learning the intricacies of insurance and annuity products, which have come to the forefront in many situations in regards to generating retirement income.For the last 10 years, Kevin has worked with NEXT Financial Group, Inc., providing comprehensive retirement income plans for individuals in, and approaching retirement as his primary focus.
Kevin’s objective when developing a plan is to start by listening to their goals and concerns of each individual as they begin to navigate the realities of planning to leave the workforce. He feels that the ultimate mission is to provide education, and investment planning that addresses both critical needs and discretionary spending.Success is only achieved when his clients feel secure not only that the bills will get paid, but that they will be able to pursue the endeavors that they worked a lifetime in which to engage.
A graduate of the Pennsylvania State University and Chartered Retirement Planning Counselor®
Kevin is committed to putting his clients’ interests first, and spending the time that others may not to make sure that his clients have an in depth understanding of what they’re doing financially, and why they’re doing it.
Bill has over 20 years experience in the financial services industry. Formerly a trader for a private firm in Philadelphia, Bill has always been interested in the stock market and investing. His business philosophy is to provide each client customized service and attention so that they can feel confident and empowered in the financial facet of their lives.
For nearly two decades Steve Glover has been extremely involved in his community.First serving as Chair of the McGavock Parent Cluster Group, the chair of Government Relations for the Parents Advisory Council with Metro Nashville Public Schools.He decided to run for the Metro Nashville Public Schools School Board and in 2006 was elected to represent Donelson, Hermitage and Old Hickory.
While on the school board, Steve’s business skills in finance led to his appointment as chair of the budget and finance committee.In 2009 & 2010, he was instrumentalin guiding the system through its most challenging financial crisis the system had ever witnessed.Upon finishing his term with the school board, Steve was approached to run for the Metro Council.He was elected in 2011 and is now in his eighth year.
Serving on the Metro Council, with the Budget and Finance committee, Steve has pushed the Council to be good stewards of tax revenues and has constantly fought against foolish spending in Nashville. The current session of this Council ends August, 2019.
Since 1989, Denielle Cerny, an independent advisor, has assisted her clients with retirement planning and risk management (insurance)services. This includes collaborating with client’s certified public accountants, as well as estate attorneys to ensure comprehensive financial management and estate planning for her clients. Denielle Cerny’s primary commitment is to develop a financial plan custom to each client’s goals and needs.
She believes in building close relationships with her clients and their immediate family members to assist in realistic financial goals. Working with Mrs. Cerny is bringing you one step closer to a financially secure future and one that plan’s for the proper transfer of wealth to the client’s next generation.
Kelly Campbell is a comprehensive financial planner with a focus of retirement planning and asset preservation for families and retirees. She is well recognized in the community and has been assisting families and retirees reach their financial, retirement, and estate planning goals for over 30 years. She has built a reputation with her colleagues and clients as a problem solver while providing exceptional customer service.
Prior to founding KC Financial Associates Kelly, served as President of Freedom Financial Group. Using a unique educational based planning approach, Kelly has been recognized as one of the Delaware Valleys top businesswomen in the industry every year since she became the president of Freedom Financial Group in 2000. In addition to being an expert in retirement planning, her experiences as a woman in the financial industry, have also helped her relate to many female retirees. Half of American women over age 65 are either widowed or divorced, and are tasked with handling their finances alone for the first time. Many of these women in Delaware Valley, Lancaster County, and Berks County have come to Kelly Campbell for help.
Kelly’s goal is to build trust and help clients achieve financial well-being by following two guiding principles: integrity and honesty. She truly works with her clients and together creates a real plan that is suitable for their needs. “My greatest satisfaction is knowing that my clients can have a greater sense of confidence because they are thoroughly knowledgeable of the plans and programs that we create,” Kelly says. As a matter of fact, before considering even implementing any of her recommendations – she makes sure of it!
Nigel is a consumer advocate for investors, a financial literacy educator, retirement planner, and father. Raised by an accountant and a nurse, one taught him the value of financial organization, the other the importance of good health. It was his mother who inspired him to become a financial planner back in 1998. She is a hospice nurse, and has helped hundreds of people, and their families, in their last days. She has seen people die with nobility and grace, as well as with fear and regret.
Nigel offers fee-only holistic financial planning and comprehensive wealth management, with a passion for Socially & Environmentally Responsible Investing. Though by conventional definition he is a Financial Planner, at his heart he is a consumer advocate, helping his clients make informed financial decisions and take control of their financial future.
Nigel lives with his spouse, Shay, and their two boys Jonas and Rafi, in Tucson, Arizona. He has clients in almost every state and is comfortable meeting in-person in his downtown Tucson office, or online via internet conferences.
Quote: “Success is where preparation and opportunity meet.”
I have been a financial advisor for over 19 years serving individuals, families, and small businesses. I truly enjoy sharing ideas and spending time with my clients as we work through all of the possibilities for their futures to help bring clarity to what is often a very complicated subject. My greatest moments of admiration have often come while working with my clients to set their goals, create a roadmap, and help them accomplish their dreams.
If I am not working you can often catch me spending time boating with my amazing wife and son. In the fall I can be found playing in my men’s soccer league or coaching the girls varsity soccer team at a local high school.
Vivian has 40 years of experience in the financial services industry. Becoming an independent agent, simply means that I am not bound or restricted to use certain proprietary or company sponsored products.I have thousands of financial products available to me than I can use to best fit your unique financial situation and goal.This should be very important to you.
Equally important is my affiliation with Money Concepts International. They provide access to these
Products as well as a technology platform that helps me be efficient in the day to day activities.But
most important they also provide a support network of education and experience which helps to sharpen my skills ultimately benefiting you.
Next you should know that you are very important to me.My livelihood resides in the satisfaction
of my clients.I will strive to make you pleased with my service and I will work diligently to help you reach the financial goal that has brought you here to me.
Independent contractor of Money Concepts International, Inc.
All Securities Through Money Concepts Capital Corp.Member FRINA/SIPC
Partner at Keystone Financial Group, College Planning Specialist
Ryan has been in the financial services industry over 11 years. As a Certified Financial Fiduciary ®, CFF Ryan takes pride in helping others plan for their financial futures by avoiding wealth transfers and conflicts of interest. He is a leading college planning specialist in the Columbus area and holds a B.A. from the University of Dayton. Before entering the financial services arena, Ryan played professional baseball for 3 different MLB organizations (Toronto Blue Jays, Texas Rangers and Philadelphia Phillies) spanning 10 years.
Ryan conducts free educational college planning workshops throughout the Columbus area and beyond. He also consults individually with parents and students to help them improve their financial aid picture and pay for college on a tax-favored basis. In addition to his college planning practice, Ryan works with families who want to improve their long-term retirement picture and strategizing on the distribution of their estate.
What sets Ryan apart is his client centric, easy to understand approach.
Ryan lives in Pickerington with his wife and their three children. He enjoys spending quality time with his family, travel and coaching his kid’s sports. He participates in his local church and currently helps lead a high school bible study ministry.
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