Our Experience

Skip’s background includes over 30 years of experience in banking and financial planning. Since 2002, Skip has served as a Financial Consultant specializing in helping higher net worth families manage their financial affairs. His...

Kelly Burke is the owner of Redwood Financial Group. He is a graduate of Fisher School of Business at The Ohio State University with a BSBA in Finance. After working at US Bank for a few years, Kelly...

Mark is the owner of his own LPL Financial Branch in Dublin Ohio. He began his career in the financial services industry in 2001 with one of the largest financial planning firms in the country. In 2009, his...