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