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 Bluffton office, Ed Maher has 22 years of experience in the financial investment industry.
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...
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.
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...
Located in the Defiance office, Travis has been a Financial Consultant with LPL Financial since 2018. Travis is committed to providing his clients professional guidance to help pursue their financial goals.