LFA – Columbus RPO Contact Us Home About Us Planning For Clients For Advisors Contact Us Advisors Michael L. Barrett, CFP®, CRPC®, MBA Financial Planner Email Address Michael.Barrett@LFG.com Mike joined Steinhaus Financial Group (SFG) in 1996. Prior to SFG, Mike worked in the Franchise Finance Department at Wendy's International in Dublin, OH, and as a Commercial Loan officer with Binghampton Savings Bank in Binghampton, New York. Mike graduated from Albion College with a Bachelor's Degree in Economics and Management in 1985, and from Ashland University in 1995 with a Masters in Business Administration. He obtained his CERTIFIED FINANCIAL PLANNER™ certification (CFP®) in May of 2000, his CRPC certification in the summer of 2008 and is a member of the Financial Planning Association. Mike currently is a member on the Finance Committee of his parish, Saint Edward the Confessor, in Granville, Ohio. He has been active as a volunteer football and soccer coach in Granville's youth recreation league. He has also been active in the past as a member of the Granville Schools levies renewal campaigns. Mike joined the Kiwanis in Granville in the spring of 2008. Mike and his wife, Kate, live in Granville with their three children, Jack, Tom, and Ross. Mike Barrett is a registered representative of Lincoln Financial Advisors Corp. Steinhaus Financial Group is not an affiliate of Lincoln Financial Advisors Corp. Mitchell R. Bland Financial Planner Email Address Mitch.Bland@LFG.com Mitchell R. Bland is a financial planner with Midwest Retirement Consultants, affiliated with Lincoln Financial Advisors, specializing in retirement income for his clients. He currently holds FINRA series 6, 7, and 63 securities registrations. In addition, he also holds his Ohio life, accident, and health license. Mitchell is appointed to do business in Ohio, Florida, Arizona, Texas and North Carolina. Mitchell has a Bachelor of Science degree from Ashland University in Business Administration. While attending Ashland University he was a member of the National Collegiate Athletic Association (NCAA) playing football. He currently is a member of the Rural Chapel United Methodist Church and the Shamrock Club of Columbus. Mitch prides himself as a long term volunteer leader with Hands on Central Ohio assisting in events that engage at risk youth through high impact community service. Mitch resides in Upper Arlington, OH with his wife, Marjorie and children. Mitch Bland is a registered representative of Lincoln Financial Advisors Corp. Midwest Financial Consultants is not an affiliate of Lincoln Financal Advisors Corp. Patrick E. Giller, CFP® Financial Planner Email Address Pat.Giller@LFG.com Website www.patgiller.com Pat is a Private Wealth Advisor with Lincoln Financial Advisors. He coordinates all assets, business, investments, and policies into one comprehensive financial plan for his clients—to save time, enhance communication, increase understanding, and provide an increased sense of security. This endeavor involves professionals in several areas (legal, tax, charitable, investment). He collaborates with his clients’ existing financial professionals to improve the overall financial situation. He believes in a process of enhancement, not replacement. He puts his clients in a better position to make confident decisions. Pat graduated from Boston College with a degree in Finance from the Carroll School of Management. Pat received his CERTIFIED FINANCIAL PLANNER™ certification. Pat is active in the community. He is an eight-year rider in Pelotonia and captain of the Team Bexley Peloton. He is Leadership Co-Chair for the Annual Fund at Columbus School for Girls. He is Past President of the Columbus Country Club and a Past Executive Board Member of Junior Achievement of Central Ohio. Randy Graham Financial Planner Email Address Randy.Graham@LFG.com Randy Graham joined Lincoln Financial Advisors in 1991. He began his specialized practice, Midwest Retirement Consultants, to help people create strategic plans towards achieving financial goals for their retirement years. He grew his practice over the years from referrals of existing clients. Randy's focus has always been to assist clients of all income levels, manage their assets with the goal of having security in their later years. Randy has an excellent staff that have been with him for many years that help service his clients. Randy Graham is a registered representative of Lincoln Financial Advisors Corp. Midwest Retirement Consultants is not an affiliate of Lincoln Financal Advisors Corp. Mitchell H. Grant, ChFC Financial Planner Email Address Mitch.Grant@LFG.com Website www.granitecapitaloh.com Mitchell Grant formed his financial planning practice with Lincoln Financial Advisors in 1989. The focus of his practice is retirement and estate planning as well as employee benefits and investment services for affluent individuals and small business owners. He is a 1976 graduate of Upper Arlington High School and earned a B.A. in Communication Journalism in 1980, from The Ohio State University. Mitch has attended the Aetna Institute for employee benefits and has acted as a group leader, helping instruct the Dale Carnegie School Sales Leadership graduate course for Columbus in 2001. Mitch was a member of the 2001 Class of Leadership Columbus. Mitch and his wife Lori and daughter Gabriella live in Dublin, Ohio where they attend St. Brigid of Kildare Church. Mitch is a member of the Planned Giving Committee at St. Brigid and serves on the advisory committee of the Catholic Foundation of the Columbus Diocese. He has served on the board of the Dublin Chamber of Commerce and is currently on the board of The Ohio State University chapter of Phi Kappa Psi Fraternity. Mitch is a frequent speaker at seminars, universities and community organizations. He holds a FINRA (NASD) Series 7 registration for securities and has earned the Chartered Financial Consultant designation from the American College in Bryn Mawr, Pennsylvania. He has qualified for Lincoln Financial Advisors prestigious Presidents Cabinet* more than 15 times. Mitch is a member of Lincoln Financial Advisors' prestigious Premier Partners producer group. Mitch is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor. *This internal award is based on sales as well as good standing with the firm and FINRA. Paul A. Gydosh, Jr., CFP® Financial Planner Email Address Paul.Gydosh@LFG.com Website www.KensingtonWealth.com As the Managing Director of Kensington Wealth Partners, Ltd., Paul provides counseling and implementation strategies for wealth preservation, growth, and transfer. His clients include successful individuals, families, professionals, business owners and executives of private and public enterprises as well as foundations and trusts. He helps accomplish his clients’ objectives through financial, estate and investment planning as well as tax reduction and charitable giving strategies. Paul has been listed in WORTH Magazine as one of the top 250 financial advisors in America in multiple years1. Business First of Columbus has listed him among its Top Financial Planners every year since 20012. Columbus CEO Magazine recently named Paul a “Superstar” in the Finance and Accounting category3. Paul maintains the professional and educational requirements for the certification as a CERTIFIED FINANCIAL PLANNER™ professional. He also maintains securities registrations and insurance licensing in most states. He is a co-author of two books, Master Your Financial Success and Giving: Philanthropy for Everyone. He has written numerous published articles on advanced estate planning and is a frequent lecturer, nationally, on the subjects of finance, serious investing, and charitable giving. Paul has made numerous media appearances on television, radio and in print including Fortune Magazine, Kiplingers, and others. He regularly addresses industry, university and client organizations on topics of current interest. Paul received a Masters in Business Administration from the Fuqua School of Business at Duke University in Durham, North Carolina. He also received a Bachelors Degree in Electrical Engineering from Ohio University in Athens, Ohio. Within Lincoln Financial Advisors, he is a perennial Chairman’s Council qualifier, active in several national advisory councils, and the past national chairman of the board of The Resource Group. Paul’s community involvement, past and present includes: Trustee of the Ohio University Foundation, Chairman of the Mayor’s Advisory Council on Voluntary Services (Columbus), Rock and Roll Hall of Fame Advisory Board Member, Ohio University Russ College of Engineering Board of Visitors, Adjunct Professor of Finance Franklin University, President of Dublin AM Rotary, President of the Duke Club of Central Ohio, Caring Program for Children Board Member, COSI Community Board Member and Endowment Committee Chair, Kilbourne Society Member at the Children’s Hospital Foundation, Columbus Foundation Professional Advisors Board, and others. Paul, a licensed pilot, is married with two grown daughters and lives in Powell, Ohio. 1Worth magazine’s “Top 250 Financial Advisors” are chosen by reader submission and an editorial vetting process. 2Columbus Business First’s “Top Financial Planners” are selected and ranked by assets under management as of year-end the prior year. 3Columbus CEO magazine’s “Superstars” are nominated by reader submission and an editorial vetting process. Michael L. Hackett, CFS® Financial Planner Email Address Mike.Hackett@LFG.com Website www.hackettwealthmanagement.com Michael L. Hackett is an Investment Adviser Representative and Registered Representative with Lincoln Financial Advisors Corp. He is a graduate of Franklin University with a Bachelor of Science degree in Finance. He holds a Certified Fund Specialist designation (CFS) and maintains a Series 7 securities registration and insurance licensing with various companies in many states. Mike has been a Financial Planner since 1987 and specializes in retirement and investment planning. Mike is a Chairman's Council1 qualifier and a member of The Resource Group2 of Lincoln Financial Advisors. Mike’s philosophy is “to build a strong, ongoing relationship with each client to assist them towards reaching their financial goals. The best interest of the client is my foremost consideration.” 1 The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors. 2 The Resource Group (TRG) is an invitation-only nationwide network of the top 200 planners within Lincoln Financial Advisors. CRN-3851237-100421 Ben T. Huddle, CFP®, CRPC Director of Financial Advisory Services Email Address Ben.Huddle@LFG.com Ben is a Director of Financial Advisory Services for Lincoln Financial Advisors. As head of the National Planning Team's Wealth Management discipline, he is responsible for the development, training, and implementation of fee-based financial planning for the affluent markets. Ben also has responsibilities for Lincoln Financial Network's Corporate Consulting Services initiative as well as the Retirement Planning Group. In addition to his involvement in both case design and as an advisor to financial advisors locally, regionally, and nationally, Ben is also active as a speaker/trainer for Lincoln Financial Network across the country. He has served on the faculty at Planning Forum, Fall Focus, Vice President's Seminar, and various Management Sessions, and currently serves on the Investment Policy Committee. Since joining Lincoln Financial Advisors in 1996, Ben has focused on wealth accumulation, distribution, and preservation for wealthy executives and professionals. His experience also includes over a decade in the banking industry serving the needs of an exclusive high net worth clientele in private banking and corporate structured finance. Ben received his Masters in Business Administration from The University of Houston and a Bachelor's degree in Industrial Management from Purdue University. He also maintains his CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation Jeffrey D. Lammert, CFP® Wealth Planning Advisor Email Address Jeffrey.Lammert@LFG.com Jeff is responsible for creating and implementing personalized and comprehensive financial plans focusing on investment portfolios, retirement, personal risk management, and estate planning solutions. Jeff customizes investment portfolios designed to help toward meeting each client’s individual goals and objectives. Jeff has over 18 years of experience in the financial industry and in 2008; he received his CERTIFIED FINANCIAL PLANNER™ certification. As a CFP® certificant, Jeff has agreed to comply with all applicable laws and regulations, including CFP board’s Code of Ethics, and to act in an ethical and responsible manner in his professional activities. Jeff received a Bachelor of Science in Family Resource Management from Ohio State University. Jeff resides in Lewis Center with his wife Mo, daughter Arya and son Riyan. Christian Laver Financial Planner Email Address Christian.Laver@LFG.com Website www.christianlaver.com Christian Laver, a financial planner with more than twenty six years experience, has been a lifelong Columbus resident. A 1975 Upper Arlington High School graduate, Mr. Laver attended Miami University, and later received his B.A. in Finance from The Ohio State University in 1981. He has been a Registered Representative and an Investment Advisor Representative with Lincoln Financial Advisors Corp. since 1989. He holds FINRA Series 7 & 63 Registrations, and Life, Health, and Annuity Licenses. Professional and Community Highlights: A qualifying and life member of the Million Dollar Round Table*, he has attained the prestigious Top of the Table honor six times and Court of the Table 18 times. Mr. Laver is a former trustee with the Columbus Association of Insurance and Financial Advisors and also is a member of the Society of Financial Service Professionals. Chris is a member of the prestigious Lincoln Financial Advisors Resource Group** and Premier Partners***. These groups are made up of some of the top minds within Lincoln Financial Advisors and provides close access to vast industry knowledge and resources. He has prepared local presentations for the American Cancer Society and Special Olympics. Christian has also been a guest speaker at both The Ohio State University and Ohio University, Upper Arlington Parks and Recreations, numerous community groups as well as teaching professional continuing education classes. He is frequently asked to speak on special needs financial planning. A former Director of the Upper Arlington Civic Association, he is a Past-President of the Board of Trustees of the Upper Arlington Educational Foundation and Past-President of the Upper Arlington Alumni Association. In addition, he is a life member of The Ohio State University Alumni Association. He also serves on the Board of Trustees of Vaud-Villities Productions and the Ohio Performing Arts Academy. Mr. Laver was also recently appointed to serve on the Association Board of Directors for the Columbus Zoo and Aquarium where he is a Strategic Advisors sitting on the development committee. Each December, Christian plays the role of Santa Claus for his community's children. *To qualify for the a MDT lifetime membership, a representative must achieve a certain level of premium, commission or income over the course of 10 years. For details please visit http://bit.ly/2eFx0ex **The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors. ***Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria. Michael H. Mulhern, CPA (Inactive), CFP® Financial Planner Email Address Mike.Mulhern@LFG.com Website www.totalretirementsolutionsllc.com Mike’s experience in public accounting and his past business ownership assists him in understanding his client’s financial goals. Mike’s in-depth knowledge of the financial industry helps him to provide guidance in the development of comprehensive financial plans. His areas of expertise include financial independence analysis, investments, insurance review, estate and investment planning, and pension plans. Mike’s ability to bring creative design ideas as well as his enthusiasm for his work provides a positive experience of financial planning. He is a 1981 graduate of John Carroll University with a BSBA. Darnell Perkins Financial Planner Email Address Darnell.Perkins@LFG.com Darnell is a veteran financial planner with Lincoln Financial Advisors, whose areas of expertise are retirement planning and wealth management. Darnell is a long time resident of Worthington, Ohio and a graduate of The Ohio State University. He holds FINRA Series 7 & 63 registrations and Life, Health, and Annuity licenses. Darnell's strengths include thinking creatively and critically with his clients to understand and solve their problems and to work within standard structures and processes. Darnell is a board member and Past President of the Rotary Club of Dublin-Worthington. He also is on the board of the Peggy G. McConnell Arts Center of Worthington and is a member of the Finance committee. He is a past board member of the Thurber House, the Homeless Families Foundation, the Worthington Education Foundation, and the Worthington Arts Center. Darnell and his wife, Carmen, have two adult sons, Damien who resides in Columbus and Justin who lives in Brooklyn, NY. Terry L. Sanders, CLU, ChFC, CFP® Financial Planner Email Address Terry.Sanders@LFG.com Website www.sagemarkcolumbus.com Mr. Sanders practice, which spans three decades, is client-centered and is built upon a philosophy of "Serve First, Last, and Always"SM. His focus is on helping clients build a financial plan uniquely tailored to their personal objectives for financial security and the preservation of the assets they have created. Specific areas of expertise include estate and business owner planning, investment and accumulation planning, and charitable planning and insurance. Terry received his undergraduate degree from the University of Toledo in 1972. In 1985, he received his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning, and in 1991 he received both the Chartered Life Underwriter and the Chartered Financial Consultant designations from the American College in Bryn Mawr, Pennsylvania. John W. Schatz, CRPC® Director of Financial Planning Email Address John.Schatz@LFG.com John Schatz joined Lincoln Financial Advisors in 2000. John is currently the Director of Financial Planning. He not only works with financial planners within his offices, but also nationally with financial planners and managers throughout Lincoln. John has also been in private practice since 2002. He specializes in investment and estate planning for the affluent. John is currently serving on several Advisory Boards for Lincoln Financial Advisors. John graduated from The Ohio State University in 2000 with a degree in Family Resource Management. He and his wife, Carrie, live in Hilliard with their two children, William and Mazzina. Kristen Sydney, JD*, CFP® CLU ChFC Financial Planner Email Address Kristen.Sydney@LFG.com Website www.sagemarkcolumbus.com Ms. Sydney's wealth advisory experience spans four decades in the areas of estate, business continuity, investment, charitable giving and insurance. She has authored numerous articles on advanced estate planning and is a frequent lecturer at investment industry meetings and seminars throughout the nation. She adheres to the Lincoln Financial Advisors philosophy to "Serve First, Last and Always"SM, making her clients security her priority. As your advocate, she focuses on what is most important to you and the actions you must take to have the greatest opportunity towards achieving your goals. She will become the "guardian of your objectives." Ms. Sydney received her undergraduate degree from the University of Michigan, her Chartered Life Underwriter's and Chartered Financial Consultant's designations from The American College. She graduated from Capital University College of Law with a Juris Doctorate in 1986. She has also received her CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning. In 2002, she was inducted into the Sam A. Chickerella "Hall of Fame" sponsored by the Society of Financial Service Professionals in Columbus, Ohio. *Licensed, not practicing. Paula Tarpey Financial Planner Email Address Paula.Tarpey@LFG.com Website www.KensingtonWealth.com As COO and shareholder of Kensington Wealth Partners, Ltd., Paula focuses on the implementation of strategies for wealth accumulation, preservation and transfer. She ensures that all of our clients' financial plan objectives are met by interfacing with their legal and accounting advisors and other national planning design resources. Paula also participates in the design process of financial, estate and investment planning, and tax reduction and charitable giving strategies and is responsible for investment portfolio design and execution. She develops strategies for overall risk management and solutions for concentrated stock positions. Her background also includes almost ten years of commercial and private banking experience with several years of investment banking, specifically to the telecommunications and technology industry focusing on access to capital and financing opportunities. Paula received a Bachelor of Science Degree in Finance from Miami University in Oxford, Ohio. She holds the Series 7 securities registration through the Financial Industry Regulatory Authority (FINRA). Paula has been honored with national speaking engagements on the topics of financial planning case design, portfolio investment tools for chartiable foundations and practice management. Locally, she has presented to woman's business organizations. She has participated in a number of business and social organizations. Past and present volunteer activies include, Finance Committee Member of the Boys & Girls Clubs of Columbus, Board of Trustees for Center for New Directions (United Way agency), Mayor's Equal Business Opoprtunity Council, and Director of Campaign Fundraising for Olentangy For Kids. Paula is married, has two children, and lives in Lewis Center, Ohio. She is an avid runner and completed the Boston Marathon in 2007. Paula Tarpey is a registered representative of Lincoln Financial Advisors Corp. Kensington Wealth Partners, Ltd. is not an afiliate of Lincoln Financial Advisors Corp. Ryan Wade Financial Planner Email Address Ryan.Wade@LFG.com Ryan Wade, a financial planner with Lincoln Financial Advisors, Corp., has professional experience in the financial services industry. Ryan's areas of expertise include financial, estate and investment planning for professionals, qualified pension plans, matching group annuities and employee benefits. Outside of Ryan's professional endeavors, he enjoys spending time with his family. A former college athlete, Ryan graduated from McNeese State University with a Bachelor's of Science degree in Accounting. Ryan enjoys competitive golf, football and basketball. He looks forward to addressing your individual financial needs and prides himself in excellent client service. His honest & straight forward approach has been and continues to be his best asset. Interesting Links Retirement Planning:­ What You'll Need It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here. The Future of Your Business: Succession Planning Find out how to protect your financial independence and the future of your business with a comprehensive succession plan. Start here. The Cost of College The cost of a four-year college education is daunting. So how can you build a college fund? Find out about your options here. Disclosure We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. 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