Shelter Insurance

Heximer Investment Management is a trusted and experienced financial firm based in Dublin, OH, offering comprehensive asset management, financial planning, and investment advice tailored to individual investment goals and objectives. With a track record dating back to 1989, their clients have enjoyed peace of mind and financial security, backed by a strong foundation of trust and confidence. Committed to a higher ethical standard, Heximer Investment Management holds prestigious designations such as Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), ensuring that their services are delivered with utmost professionalism and integrity. Their fee-only compensation structure ensures transparency and alignment with clients' interests, while their data-driven approach to decision-making ensures the development of optimal investment strategies based on thorough research and analysis.Generated from the website

Advanced Retirement Design (ARD) in Dublin, OH, specializes in impact planning tailored for the next generation, focusing on helping individuals invest in their future while enjoying the present. Their services include guiding highly successful families toward achieving their FREEDOM POINT, facilitating a work-optional lifestyle. ARD also offers support to business owners through their Business Advocates division, assisting in the development of businesses that can thrive independently. This approach allows owners the flexibility to improve their lifestyle, create passive income streams, or position their business for sale. Generated from the website

I am a second generation Allstate agent and a proud graduate of The Ohio State University. I love working with customers and helping them with their insurance needs over the past 27 yrs.