Broker Check

Polaris Office

8425 Pulsar Place

Suite 450
Columbus, OH 43240

Mission Statement


Core Value:
We protect people's earned and unearned income to enrich the lives of the people we touch.

Client Mission:
To provide excellence in service and innovative financial product design to help our clients reach their financial objectives in the building, maximization, protection and enjoyment of wealth by advocating for them to make informed financial decisions which reflect their value system, love of family, and commitment to community.