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7150 W Central Ave, Suite 100, Toledo, OH 43617

419-887-6303
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Our Team

Client Centered

Client Centered

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

David Bodner

David Bodner, CLU, ChFC

Financial Planner

419 887 6303

dbodner@financialguide.com

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

Joan Mitchell

Office Manager

419 887 6279

jmitchell@financialguide.com

For over thirty-four 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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Cassandra Allen

Cassandra Allen

Administrative Assistant

419 887 6381

cassandraallen@financialguide.com

Our newest team member, Cassandra Allen, began her role as an administrative assistant in late 2025. Cassandra holds a bachelor's degree from the University of Toledo and brings years of dedication to excellent service. She has spent...
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Kristine Collins

Kristine Collins

Administrative Assistant

419 887 6239

KristineCollins@financialguide.com

Kristine Collins is an administrative assistant joining the team in 2024. Kristine graduated from Clay High School and is currently continuing her education in computer science at Southern New Hampshire University in their associate’s...

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