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Our Team



Our Team

A team approach to financial planning allows us to provide our clients with the attention and experience that they deserve. With offices in Columbus and South Eastern Ohio, we are able to meet our clients where they live and work. We look forward to getting to know you and doing everything that we can to help you with your financial needs.


James Browning
Financial Advisor
(614) 431-5072

Jim has been providing quality financial and investment planning services to individuals for over 18 years. He focuses on helping clients gain an understanding of the basic principles of financial planning and empowering them to take control of their financial future. He is raising two energetic and talented sons, Ian and Liam, with his amazing wife, Jayna.



Joseph Frederick
Financial Advisor
(614) 431-5031

Joe has been working as a financial advisor in the Columbus area since 1999. He focuses on an individual's financial well-being, wealth accumulation and distribution planning. He aims to help clients attain life goals and meet their financial needs. He enjoys spending his free time with his wife and watching his two sons play sports.



James Siders
Financial Advisor
(740) 357-3321

Located in Jackson, Ohio, Jim focuses his 20+ years of experience on helping individuals work towards and reach their financial goals. He strives to become a valuable, life-long resource for all of his clients and their families. Jim also Focuses on assisting clients with their wealth account strategies.



Dale Van Valkenburg
Financial Advisor
(614) 431-5052

Dale has provided a consultative approach to sharing his financial advice with his clients for over 30 years in the financial services industry. Dale has a passion to see each client and their family members set and achieve their most important financial goals. He enjoys living life with his family, including his wife and best friend Lori, his four children, and their families.



Jennifer Shankman
Agent Assistant
(614) 431-5053

With 18 years of experience, Jennifer provides ongoing support and assistance to both our advisors and our clients. Jennifer is married, and has two very active boys who are involved in just about everything from sports to music and karate. She enjoys watching them do all of it.