November 2015 Monthly Recap

By jporter
Posted on November 8th, 2015

Client Spotlight When Loraine Smith isn’t keeping things running smoothly at the Smiths’ dental practice,Healthpark Dentistry, located just north of Dayton, you’ll find her walking […]

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Fall 2015 Newsletter

By jporter
Posted on October 9th, 2015

2015 Fall Newsletter Spotlight Beacon Hill welcomes Anne Zavaglia as the newest member of our team. Anne joined Beacon Hill in July of this year […]

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September 2015 Monthly Recap

By jporter
Posted on September 6th, 2015

Client Spotlight Stefani Robinson rode for Pelatonia in August, an organization that funds cancer research at the Ohio State University Comprehensive Cancer Center. She started riding […]

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August 2015 Monthly Recap

By jporter
Posted on August 9th, 2015

Advisor Spotlight Last week, Mark Fissel attended the Annual Ascensus Practice Management conference in Colorado Springs in order to stay on top of pressing issues […]

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Summer 2015 Newsletter

By jporter
Posted on July 4th, 2015

Download Printable Version Happy 4th of July to our clients, friends and family! A view from our office (Red, White and Boom – Columbus, OH) […]

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June 2015 Monthly Recap

By jporter
Posted on June 2nd, 2015

We look back at May and are honored to celebrate Memorial Day. A day that we can properly acknowledge those who fought for our freedoms […]

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May 2015 Newsletter

By jporter
Posted on May 7th, 2015

Happy Cinco de Mayo! Enjoy our monthly newsletter. Best Wishes, Mark Fissel Market Recap Investors seemed to take their emotional cue from a spate of […]

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Spring 2015 Newsletter

By jporter
Posted on April 5th, 2015

2015 Spring Newsletter – PDF Greetings! If you haven’t heard, Stephanie and I had a healthy baby boy last week; Bennett Ross Fissel. We’re so […]

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January 2015 Monthly Recap

By jporter
Posted on February 3rd, 2015

Happy Groundhog Day! Punxsutawney Phil saw his shadow today, which predicts another six more weeks of winter. Let’s hope he’s wrong! 🙂 Best Wishes, Mark […]

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Winter 2015 Newsletter

By jporter
Posted on January 8th, 2015

2015 Winter Newsletter-Business 2015 Winter Newsletter-Individual Happy New Year! This is a great time to reflect on past successes and plan for upcoming goals. I […]

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