Broker Check

Our Team

Drew W. Boyer, CMFC

Investment Advisor Representative

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Drew is a third-generation Ohio State Buckeye graduating in 2002 with a Bachelor of Arts in Economics and minor in Business. He holds many other financial service industry licenses and designations, but has found being a keen observer...

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Jason P. Codrea, CFP®, CMFC

Investment Advisor Representative

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Jason has been working as a Financial Advisor since 2003 in the Columbus, Ohio area. He has lived in Columbus all of his life, except while away at college. He graduated in 2003 with a Bachelor’s Degree in Finance from Anderson...

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William T. Greear

Investment Advisor Representative

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A native of Northwest Ohio Bill moved to Columbus upon graduation from Port Clinton High School. Bill attended The Ohio State University where he earned his Bachelor’s of Science degree in Family Financial Management in December of...

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