Broker Check

Integrated Strategies
For Every Step of Life

  • Main Office:
  • 102 South Main Street
  • Bluffton, OH 45817
  • 419.358.8060
  • cwmg@lpl.com

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Edward Maher

Senior Vice President, Investments

(419) 358-8060

Located in the Bluffton office, Ed Maher has 22 years of experience in the financial investment industry.

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Deborah Boisselle

Vice President, Investments

(419) 352-4999

(419) 352-4995

Serving the Bowling Green and Toledo area, Deborah Boisselle has worked in the financial services industry since 1985 and has worked for LPL Financial since 1996. Debbie partnered with Ed Maher in 2004. https://www.linkedin...

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Located in both the Bluffton and Celina offices, Linda has over 16 years of experience in the banking and financial services industry and is registered as an Investment Advisor Representative with LPL Financial.

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Located in the Van Wert office, Jan Edwards has been a Financial Consultant with LPL Financial since 1994.

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Brian Boisselle

Financial Consultant and Operations Manager

419-352-4999

419-352-4995

Located in the Bowling Green office, Brian Boisselle has been a Financial Consultant with LPL Financial since 2010. Brian was also hired on as the Operations Manager at Citizens Wealth Management group when he joined the team. Brian...

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