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Intelliplan Financial is an independent financial planning firm located in Columbus, Ohio and founded by Joe Overfield. After working several years in the insurance industry, Joe pursued a lifelong dream in 2015 and started his own firm, Intelliplan Financial...

First Command Financial Advisor - Scott Rehm is a trusted financial planning firm located in Columbus, OH. With a focus on helping individuals and families achieve their financial goals, Scott Rehm offers personalized advice and strategies tailored to each client's unique situation. Whether you're planning for retirement, saving for education, or managing investments, Scott provides expert guidance to help secure your financial future. Generated from this place's information

Karen Loomis joined First Command Financial Services as a Financial Advisor in February 2022. She previously worked for 17 years as Chief of Operations Europe DISA at Department of Defense.A graduate of Western International University with a Bachelors degree in Accounting , Karen holds Series 7, 66 and Securities Industry Essentialssecurities licenses plus life and health insurance licenses in OH, MI, IN, AZ.Understanding that the biggest obstacle to financial security for most people is their own behavior, Karen serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Karen will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.In her free time, Karen enjoys bike riding, cooking, and reading.First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the companys Mission of Coaching those who serve in their pursuit of financial security.