How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Andrea Nameche
Financial Advisor
Throughout her career, Andrea has pursued positions that enable her to serve others. At her firm, she helps her clients become world-class savers — no matter what their investing history may be — and educates families,...
Christopher Rohan, CLU®, ChFC®, and CFP®
Financial Advisor
Chris graduated from Ohio University with a BBA in Finance. He has subsequently earned his CLU®, ChFC®, and CFP® designations. In addition to the work he does for his own clients, Chris serves as the investment specialist...
Victoria Mansfield
Client Relations Manager
Vicky is Andrea’s right hand at the firm and takes charge of many tasks to help keep everything running smoothly. This includes taking care of any service requests clients have, helping with pre- and post-appointment paperwork,...