CONNECT

Address:

Cincinnati, OH

Phone:

513-923-2100

Advisor Bios

Gary L. Roell, CFP®

Co-Founder/Financial Advisor

 

Mission Statement:

      To help my clients define and achieve their financial goals through a consultative process of gathering relevant information, analyzing their situation, and making professional recommendations.  This process is built on the principals of integrity, dedication, quality advice, and continuing education.

Background:

      My wife, Becky, and I, and our three children live in western Cincinnati.  I am a graduate of the University of Cincinnati, and also served as a medic in the US Army National Guard.  My hobbies are reading – especially financial related books & journals, fitness training, coaching baseball, soccer and basketball, and playing sports (when I can find time).  I truly enjoy serving my clients as a financial advisor, and I’m fortunate enough to consider many of them friends.

Education & Professional Training:

University of Cincinnati

       Bachelors Degree in Business Economics

       Graduated Cum Laude / June, 2000

American College – CFP® curriculum

       Course work from 2003 to 2005

US Army National Guard

       Medic / 91 Bravo & certified Emergency Medical Technician

       Honorable Discharge – service from March 1993 to March 2001

Experience and Qualifications:

Professional Designations

       Attained CERTIFIED FINANCIAL PLANNERTM designation - January, 2006

Licensure

       FINRA Series 6, 7 & 66 licenses

       Life & Health Insurance licenses: Ohio, Kentucky & Indiana

HRBFA, Inc. - Ameriprise Financial / Financial Advisor / March 2002 – April 2010

       Financial Planning & Investment Management

Roell Financial Services, LLC – April, 2010 to present / Financial Consultant

       Wealth Management, Investment & Financial Planning

Areas of Service:

  • Wealth Management
  • Investment & Financial Planning
  • Retirement Income
  • Estate Planning, Insurance & Long-Term Care

Office Location:

5753 Harrison Ave.  Suite 6

Cincinnati, OH 45248

 

Justin D. McColaugh, AIF®

Co-Founder/Financial Advisor

 

Mission Statement:

      To help simplify the lives of my busy clients through financial planning and asset management.

Background:

      My wife, Danielle, and I, and our two children live in Symmes Township.  I am a graduate of the University of Dayton.  My hobbies include jiu jitsu, fitness training, running, golf, and reading inspirational books.  My family spends our free time with our relatives, friends, and our two adopted rescue labs.  I treat all of my clients like family and have built great friendships along the way.

       After earning a Finance and Marketing Degree from the University of Dayton, I went through a leadership program at one of the top Fortune 500 companies.  However, I was looking for an opportunity to help people on more of a one on one basis and started in investments.  I have had a career in financial advising for 13 years including experience in banking, a major wirehouse, and now at the independent level.  I have a Series 7 and 66 license and am licensed to do business in Ohio, Kentucky, Indiana, Michigan, District of Columbia, and Washington.  My current life and health licenses are in Ohio, Kentucky, Indiana, Michigan, and Washington.

        As an Accredited Investment Fiduciary®, I am able to use the knowledge and resources I have gained through my training to:

  • Evaluate your organization's current practices and recommend actions that address risk areas
  • Create and maintain a comprehensive investment policy statement that documents all of the processes and procedures that will be used to manage your portfolio
  • Analyze and optimize your portfolio's asset allocation strategy to better align with the plan or fund's specific investment objective or the demographic needs ot plan participants
  • Apply objective standards for evaluating and recommending appropriate investment options for your portfolio

Areas of Service:

  • Wealth Management
  • Investment & Financial Planning
  • Retirement Income
  • Estate Planning, Insurance & Long-Term Care
  • Business Retirement Plans, including 401(k)s

Office Location:

10979 Reed Hartman Hwy.  Suite 114

Cincinnati, OH 45242
 

 

 

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