“I think many things in life happen because of fate. I did not choose my career path, it chose me.”
Jon’s first job was running his family’s bike shop for over 15 years. The business eventually went into manufacturing, but Jon knew that wasn’t the right path for him. He had a strong interest in finance, and after meeting his now-wife’s father, a financial advisor, he fell in love with the career.
Jon studied at Edison State Community College, and mentored at his father-in-law’s successful financial services firm for seven years. He admired how his father-in-law approached finance through an educational and collaborative lens. 2023 marks Jon’s 28th year in financial services, and even after all this time, he’s never been bored. The dynamic nature of finance plus the unique challenges his clients present keeps him energized and motivated.
Though every day is unique, most days for him involve meeting with his clients, who appreciate his ability to explain complex financial situations in an easy-to-understand way. When he’s not serving his clients, he can be found in a webinar or conference with various investment firms, or deep in his research about finances, learning new techniques, solutions, and ways to reduce taxes.
Jon’s happiest when he’s spending time with his wife of 27 years, Ami, and his two sons: Will, 24, and Heath, 21. They love spending their time traveling, engaging in shooting sports, fishing, and riding ATV’s on their family farm. Jon believes the secret to eternal youth lies in riding dirt bikes and ATVs with his sons, and is proud to say he has the longest wheelie record in his family.
“Time is our most precious resource. Makes sense to think about how we are spending it.”
Zach’s commitment to helping people build resilience and thrive financially comes from seeing families needlessly suffer due to poor financial decisions. He believes that through establishing healthy habits and committing to a long-term plan, anyone can achieve Financial Independence (FI). With FI, people have more freedom to live, play, and work in ways that bring joy while providing peace of mind knowing their family is protected should something happen to them.
With every interaction, Zach aims to bring his clients one step closer to Financial Independence. This includes in-person meetings, phone calls, and lots of behind the scenes casework. His diligence and patience helps him discover how his clients’ spending, saving, and investing is affecting their long-term plan, so that he can deliver the tools and information clients need without any excess clutter.
Zach earned his Bachelor of Science and Business through Wright State University, and is a CERTIFIED FINANCIAL PLANNER™. As a CFP®, Zach has gone through extensive training and experience, and is committed to the CFP Board’s ethical standards.
When he’s not in the office, you can find Zach playing sports, traveling, or enjoying the outdoors with his wife Lindsay and his three children Bennett, Grady, and Maeva. Zach is incredibly competitive and enjoys taking on friends and family in almost any sport. He also loves reading and exploring the world of personal finance, business, and investing.
Seth Kelch, our Associate Advisor, is driven by a firm belief that financial knowledge is transformative and capable of reshaping lives. His mission is to guide individuals toward financial freedom and independence.
Seth's colleagues recognize him for his integrity, loyalty, and hard work ethic. What distinguishes him is his relentless commitment to going above and beyond, ensuring our clients receive nothing less than the exceptional service they deserve.
Seth earned a Bachelor of Science in Business with a specialization in Financial Services from Wright State University and is currently pursuing his Certified Financial Planner (CFP) designation.
Beyond his role, Seth finds joy in outdoor pursuits such as backpacking, canoeing, shooting sports, and golfing. He treasures moments spent with his family, actively participates in church initiatives, and dedicates his time to local community organizations.
Growing up with an older brother with special needs has engraved in Seth a deep sense of compassion and empathy. He sees the sacrifices and hard work families go through to offer their family members with special needs an inclusive lifestyle.
Located in North Star, Ohio, Seth is deeply rooted in his community and comes from a line of entrepreneurs. His upbringing instilled characteristics of hard work and respect, passed down through generations.
Seth Kelch is your dedicated partner in achieving financial success, prepared to guide you through the ever-evolving financial landscape.
Dora is probably the first face you’ll see in our office. Her attentiveness and can-do attitude helps her take on the unique challenges and opportunities that each day presents. She handles a dynamic range of tasks from answering phones and scheduling appointments to preparing documents and database management, all while maintaining a sweet and joyful outlook.
Dora has worked in customer service and relations for over 25 years, and has known Jon for over 40 years. When the opportunity to work with him arose, she knew they would have a lot of fun and work well together. She earned her Bachelor of Arts from Bowling Green State University.
Dora is happiest in nature; be it exploring, hiking, gardening, or quietly reflecting. She also practices yoga, meditates and is a master Reiki practitioner, a practice that helps heal emotional and physical strain through universal energy transfer. She lives in Troy, Ohio and has one son, Kale.
Even after 20 years in the financial and investment field, Jayne continues to find new opportunities to learn and help clients. Whether she’s preparing appointment documents, ensuring the office is compliant, or process trades, she’s always there to help clients achieve their goals, and will happily answer any questions they have.
On top of her 20+ years of experience in finance, Jayne has been a co-owner of a livestock and farming operation for over 40 years. She received her Associates Degree in Microcomputers from Edison State Community College, as well as a Certificate of Accounting from Edison State Community College.
Jayne is happiest when she’s spending time with her 10 grandchildren and 4 children. She also loves gardening, going to concerts, reading, and traveling. Her favorite vacations are those she takes with her family, especially those in Florida, Michigan, and Washington D.C.
Jolene is passionate about working with people, and has been helping others make the most of their financial future for over 13 years. She’s responsible for database management, preparing reviews, opening accounts, and is always there to help with additional projects. She’s known for being a hardworking and positive force in the office, and believes looking on the bright side and maintaining clarity is key to success.
Prior to working as a financial administrative assistant, she worked in Association Management as a Registration Coordinator, helping produce a national trade show that boasted over 10k attendees. She graduated from Milton-Union high school and attended Edison State Community College.
Her most treasured moments are those spent with her family. She’s been married to her husband, Brad, for over 38 years, and together they have two daughters and two grandchildren. Jolene and her husband live in West Milton with their dog Gracie, and enjoys gardening, camping, and going to the beach. She’s often told she’s a great cook, and even makes her own kombucha. Her kind, caring nature shines through in her volunteer work serving as a small group leader for 3rd graders at Ginghamsburg Church in Tipp City.