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Oregon, OH Financial Advisor

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• Locations
  • Oregon, OH
  • Perrysburg, OH
  • Sylvania, OH
  • Toledo, OH
• Our Services
  • Company Retirement Plans
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Risk Management
  • Tax Planning
• Our Team
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• Who We Serve
  • Individuals & Families
  • Refinery and Energy Employees
  • Small Business Owners

Wealth Management Team

• Dustin Alexander, NQPC™
• Nathan Boyer, EA
• Stacie LaFaso
• Aaron Gilman, CFA, CFP
• Peter Nunley, CFA

Financial Planning Resources

• The Pension Lump Sum vs Annuity Decision: A Refinery Worker’s Guide to Getting It Right
• Planning Beyond Investments: Insurance and Long-Term Wealth Protection
• Why Diversifying Business Owner Wealth Changes Everything About Your Exit
• How the OBBBA Impacts Retirement Planning Decisions
• Claim With Confidence: Social Security Claiming Strategies
• Dustin Alexander Interviewed for the Aligned Money Show
• Tax Planning Strategies During Peak Earning Years: Reducing Your Lifetime Tax Drag
• New Year’s Retirement Resolutions
• Financial Literacy at Any Age: Thoughtful Books to Give This Holiday Season
• Claiming Your Pension: Getting It Right the First Time
• Q3 2025 Market Commentary: Shutdowns, Rate Cuts, and the Search for Balance
• Giving With Purpose: How to Make Charitable Giving Part of Your Legacy
• Beyond the Business: How Owners Can Protect and Grow Personal Wealth
• Resilience Amid the Noise: Q2 2025 Market Insight
• Comprehensive Financial Planning: What It Is and Why It Matters

Financial Education Events