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.

Financial Planning, Retirement Planning
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 sector employees, deciding when and how to claim your pension isn’t just about picking a date, but about understanding complex options that can shape your entire retirement.
Investment Management
Q3 2025 saw strong market gains, Fed rate cuts, and renewed global diversification. Learn what these shifts mean for investors seeking balance.
Wealth Management
Learn how to make charitable giving a lasting part of your legacy. Explore donor-advised funds, QCDs, trusts, and strategies to align giving with your goals.
Financial Planning, Retirement Planning
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 sector employees, deciding when and how to claim your pension isn’t just about picking a date, but about understanding complex options that can shape your entire retirement.
Investment Management
Q3 2025 saw strong market gains, Fed rate cuts, and renewed global diversification. Learn what these shifts mean for investors seeking balance.

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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