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Team

At Financial Design Ohio, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Aaron  Smith

Aaron M. Smith

CEO & Investment Consultant

(866) 435-0634

(419) 435-6668

Weston Reinbolt

Weston C. Reinbolt, AIF

President & Investment Consultant

(866) 435-0634

(419) 435-6668

Brittany Fincham

Brittany Fincham

Investment Consultant

(866) 435-0634

(419) 435-6668

Kyle Smith

Kyle R. Smith

Insurance Specialist

(866) 435-0634

(419) 435-6668

Jessica Lucius

Jessica L. Lucius

Executive Assistant

(866) 435-0634

(419) 435-6668

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