Newsletters

November 2015 Monthly Recap

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 in her neighborhood or hard at work at her hobby, quilting!  Loraine’s brightly colored and contemporary quilts have found their way into the local newspapers, hospitals, and even into Mark …

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Fall 2015 Newsletter

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 as the new Relationship Manager. Anne graduated from the Ohio State University, and also studied at the University of Urbino and the CLIC School, both in Italy. She has received …

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September 2015 Monthly Recap

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 last year in honor of her stepsister, who recently lost her battle with cancer. Stefani was happy to be able to give back by honoring her and everyone else that …

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August 2015 Monthly Recap

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 regarding the 401(k) & retirement plan space. This event, hosted for top advisors, was geared towards the education of plan fiduciaries. Equipped with additional fiduciary tools, advisors can help protect …

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Summer 2015 Newsletter

Download Printable Version Happy 4th of July to our clients, friends and family! A view from our office (Red, White and Boom – Columbus, OH) Client Spotlight Warren Fishman hit the front page of the Dispatch a few weeks ago for his involvement in Muirfield Country Club. We are fortunate to have this iconic Jack …

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