4225 Malsbary Rd.
Find a Financial Advisor
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Branch Manager and Financial Advisor
Kim Sherwood is an financial advisor and branch manager with Cetera Advisor Nerworks LLC, who has worked in the financial services industry for over 15 years.
Steve McAbee joined Lang Financial Group in 1995 and became President in 1998. Steve has more than 30 years of management experience, including 23 in the financial services/insurance industry.
Mike has been with Lang Financial Group since 1993. He focuses on employee benefits and employer sponsored retirement plans.
Aaron Taylor joined Lang Financial Group, Inc. in 2008 and focuses primarily on Qualified Retirement Plans.
Financial Services Advisor
Katherine Duritsch has been in the retirement planning industry for 12 years in areas ranging from third party administration to investment advisory services.
Registered Administrative Assistant
Ian Koutny joined Lang Financial Group at the beginning of 2018, following nearly 2 years of working in the U.S. House of Representatives and graduating from Ohio University in 2016.
Kyle Redmond joined Lang Financial Group in 2016, following his graduation from Miami University with a Bachelor of Science in Finance.
Investment Advisor Representative
Professional Services Tom is an Investment Advisor Representative with over 25 years’ experience in the financial services industry. With securities registrations Series 7, 63 as well as, health and life insurance licenses, he...
Registered Representative and Financial Advisor
Specializing in Individual Planning: IRA and Retirment Planning, Porfolio Design and Allocation Strategies, Tax and Risk Management Strategies
John Scanlon is a financial advisor with Chicago Wealth Management Group. John holds the Accredited Investment Fiduciary® designation and Series 7 and 66 securities registrations as well as a life insurance license. Depending...
Matt Schmit is a financial advisor with Chicago Wealth Management Group. Matt holds the Accredited Asset Management Specialist accreditation and Series 7 and 66 securities registrations as well as a life insurance license. Depending on...
Bryce Lanham, Wealth Manager at Legacy Wealth Strategies, has over 15 years of experience in the financial services industry. A graduate of Purdue University where he obtained a BS in Interdisciplinary Science with a major in Biology,...
Rachel joined Legacy Wealth Strategies in the autumn of 2018. While new to the financial industry she’s no stranger to taking care of and anticipating clients’ needs. Before working at LWS, Rachel worked for The...