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