Our Team

David Bodner, CLU, ChFC

Since 1998, David Bodner has committed himself to educating his clients and strengthening their financial situation. Though he specializes in personal and business retirement plans, David’s expertise extends across a wide spectrum of financial services. He enables clients to make sound financial decisions that align with their long-term goals. Above all, he empowers his clients to take charge of their financial lives and build confidence in the future.

Having earned his Bachelor of Arts degree from the University of Dayton and Master of International Business degree from the University of South Carolina, David is a Chartered Financial Consultant (ChFC) and a Certified Life Underwriter (CLU). He holds his FINRA Series 6,63 & 7 registrations along with numerous insurance licenses. David is past President of the Rotary Club of Maumee and currently is a board member of the Maumee Rotary Service Foundation, a 501(c)(3) organization. He is an active member of the Sylvania Chamber of Commerce. In addition to being highlighted in Abec’s Small Business Review and the Toledo Free Press “Brain Gain” series, David was awarded the Toledo Twenty under Forty award for his many leadership accomplishments.

A native of Toledo, David has also lived in Columbia, SC and La Rochelle and Paris France. In his free time, he enjoys competing in triathlons, giving back to the community, and traveling with his wife, Beth.

Joan Mitchell

For over twenty years, Joan Mitchell has successfully served clients in the financial services industry. Joan helps ensure the operational efficiency of the firm while working with David to help clients achieve their financial goals. Since joining the firm, her attention to detail and work ethic have been instrumental in delivering an unparalleled service experience.

In addition to her FINRA Series 6 Securities license, Joan is a Registered Paraplanner and holds her Life, Health and Annuities licenses. She graduated from Davis College in Toledo, OH where she finished among the top in her class. Outside of the office, she loves spending time with her husband, four children and six grandchildren.