Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Mr. Farnsworth received his graduate CLU degree from the Bryn Mawr College in Bryn Mawr Pennsylvania after attending The Ohio State University where he majored in Finance and Accounting. He is currently President and CEO of Farnsworth...
Mr. Farnsworth attended Capital University followed by Ohio State University. He then enlisted in the United States Marine Corp and served his country as a combat veteran protecting the rights of Americans while fighting in Afghanistan...
Wealth Management Advisor
Mr. Farnsworth attended Capital University where he played football, after which he joined forces with his father, Wayne Farnsworth Jr., CLU in May of 2000. Wayne, III, received his Bachelor of Arts degree from Otterbein College in...
Mr. Bagshaw attended Northern Kentucky University where he earned his Bachelor’s Degree in Entrepreneurship and Business Administration. While getting his education, he had the privilege of playing baseball for the Norse....
Administrative Assistant & Receptionist
After a brief stint at Ohio State University, Ginny headed west to Los Angeles, California. While there, she was employed as an Assistant Recording Engineer for Motown Recording Studios and The Village Recorders. Over the course of 10...
Alexa graduated from Youngstown State University with a bachelor’s degree in Finance while minoring in Economics. While there, she was the Treasurer as well as the Vice President of the Student Investment Fund. She also had the...
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