Chris McCurdy
Member Since 2018
[email protected]
Established in 1986, McCurdy & Associates, Inc. has been providing quality, personalized financial guidance to individuals and businesses throughout central Ohio and beyond. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.
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Michael Abramo
Member Since 2016
[email protected]
Plante Moran specializes in accounting, tax, consulting and wealth management for business owners and privately-held middle market companies.
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Matt Stewart
Member Since 2006
[email protected]
I’m Matt Stewart and I am the owner of Forestview Financial Partners, which is a fee-based financial planning & investment advisory firm. I’ve been an advisor for over 20 years and have worked for a couple of institutions prior to starting my own firm. I work with a limited number of high-net-worth clients providing institutional level services and advice, in a personalized relationship that you’d expect working with an independent business owner. My clients like the way that I’ve structured my business in a way that allows me to provide a high level of service at a much lower price-point than the majority of advisory firms out there.
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Dena Haller Russell
Member Since 2013
[email protected]
Family owned financial advisory company, been in business since 1993 serving Delaware County small businesses and individuals with retirement needs.
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Greg Valentino
Member Since 2014
614-581-4377
[email protected]
mortgage.usbank.com/greg-valentino-worthington-oh
Retail sales manager for US Bank. I have been doing home lending for 20 years. Specializing in all types of residential lending products from conventional, government, portfolio, construction, and home improvement/rehab loans. Have lived in Golf Village since 2005. Married to wife Jodie and have two kids, Gabbie 12 and Rocky 10. Would love to help you with any of your lending needs, from purchase to refinance or home equity lines of credit.
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Jessica Hultberg
Member Since 2021
[email protected]
For 12 years, Keeler & Nadler Family Wealth has been helping clients reach their full financial potential and avoid common pitfalls that can derail financial dreams. There are many components to managing wealth. From planning for retirement, to investments, tax strategies, estate planning and more. Every aspect of your financial life is interconnected. Even some of the smallest decisions have sweeping implications across your entire financial landscape. Mistakes resulting from stagnant strategy, overconfidence, procrastination, and amateur advice from family, friends and advisors that is limited in scope can all send a hard-earned nest egg off the rails. Keeler & Nadler provides comprehensive financial analysis delivering peace of mind that you are on track to achieve financial success.
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Scott Thomas, CFA®
Member Since 2020
[email protected]
614-761-9378 ext. 408
At TCP Asset Management, we’re a group of financial professionals committed to partnering with you throughout your financial life. As a full-service independent firm, we provide honest, fiduciary financial advice to a dynamic group of successful individuals and their families. Securities are offered through United Planners Financial Services. Advisory services offered through TCP Asset Management, LLC. TCP Asset Management, LLC and United Planners are not affiliated.
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Tony LaNasa
Member Since 2015
[email protected]
HW&Co. is an Ohio-based CPA & advisory firm, founded in 1990, with offices in Westerville, Cleveland and Mentor Ohio. We go beyond traditional areas of accounting & tax – we listen to you and get to know you, your business and your challenges and then develop innovative solutions. After just one conversation with us, you’ll see we are committed to providing you the highest level of independent and personalized service.
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Chad Beldon, Mortgage Loan Advisor with NFM Lending
Member Since 2016
[email protected]
614-973-9335
Chad Beldon has accumulated over 18 years’ experience in the mortgage lending industry. Over this time span, he has helped thousands of clients purchase their dream home, and refinance into better loan terms. Each client is unique, and each loan transaction is unique, and this is why you need a loan advisor with extensive experience and knowledge that will be your advocate and guide during this process ensuring that you receive the perfect loan option that fits all of your needs. NFM Lending is an award-winning, multi-state residential mortgage lender currently licensed in 30 states. NFM Lending focuses on assisting consumers in obtaining a residential home loan that meets their needs while ensuring that they are receiving exemplary service throughout the process. NFM Lending is dedicated to streamlining the loan process in order to shorten the time from loan application to closing without sacrificing service, quality, or compliance. Our company operates on a platform of high standards, while always putting honesty, integrity, and ethics at the highest level of importance.
Chad is a graduate of The Ohio State University, class of 2003, where he focused his major and minor on consumer affairs, family finance, and economics. He also holds business related certifications through Coursera Capstone Series from University of Pennsylvania: The Wharton School and University of Maryland as well as professional certifications from the Dale Carnegie Institute.
Loan Types- FHA Loans, VA Loans, Conventional Loans, USDA Loans, Investment Property Loans and Down Payment Assistance Loans
Licensed to lend in OHIO, IOWA, PENNSYLVANIA, SOUTH CAROLINA, NORTH CAROLINA, and FLORIDA.
NMLS # 119390
