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Our Team

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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David Bodner, CLU, ChFC

Financial Planner

419 887 6303

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...

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Joan Mitchell

Office Manager

419 887 6279

For over twenty-five 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....

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Laura Frye

Financial Planning and Insurance Client Services

419 887 6240

Laura is a Toledo native, now living in Sylvania, with her husband of 24 years, three daughters, and a Great Dane named Ramona. She joined our team in August 2020, as our Marketing Director, and Administrative Assistant helping clients...

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