Meet Our Team
At Stirling capital

Get to know the experienced financial professionals at Stirling Capital, who help guide hardworking families and business owners in the Toledo area toward their financial goals.

Dedicated Professionals Committed
To Your Financial Success

Dedicated Professionals Committed To Your Financial Success

At Stirling Capital, we believe great financial planning starts with great people. Our team combines years of experience in retirement planning and investment management with a genuine commitment to helping hardworking families build the future they deserve.

Network of Resources
Our Mastermind Group

Stirling Capital is part of a mastermind group, a national network of wealth management firms committed to applying the best financial thinking to serve clients in a fiduciary capacity.

The group members are independent, client-focused, and share a common philosophy and approach to wealth management. The group primarily functions as a business resource and professional support network for its member firms. We’re proud to be a part of it.

Build the future You Deserve
With Stirling Capital

Build the future You Deserve With Stirling Capital

Our team is here to help you make the most of what you’ve worked so hard to build. Clear guidance and personalized attention are at the core of what we do.

Actionable Advice
For Your Financial Journey

Actionable Advice For Your Financial Journey

Stay informed with practical financial guidance written by our team members. From retirement planning strategies to navigating pension decisions, we share knowledge and insights that help hardworking families make confident financial choices.

New Year’s Retirement Resolutions
Retirement Planning

New Year’s Retirement Resolutions

Is retirement on your horizon? Start the year strong with new year’s retirement resolutions that bring clarity and confidence….
Financial Literacy Gifts for Every Stage of Life
Financial Planning

Financial Literacy at Any Age: Thoughtful Books to Give This Holiday Season

Discover top financial literacy books for kids, teens, adults, and retirees—perfect gifts to build confidence and money skills at any age….
Claiming Your Pension
Financial Planning, Retirement Planning

Claiming Your Pension: Getting It Right the First Time

You’ve spent decades powering America’s energy and now it’s time to make sure your pension powers your future just as effectively. For refinery and energy…

Get Clear Guidance
From Our Team

We’re not just your financial advisors, we’re your neighbors here to help answer any questions you might have.

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