Phone: (419) 294-3450
For 20 years, Chad has helped individuals and business owners define and achieve their financial objectives. Chad earned his undergraduate degree from The Ohio State University. He continued his education by earning his CFP® (Certified Financial Planner) and ChFC® (Chartered Financial Consultant) designations. He also holds the FINRA series 6, 63, 65 and 7 licenses. Chad’s financial planning philosophy is that of building financial plans that stand the test of time through prudent strategies, sound recommendations, proper asset allocation and diversification*. He believes that too often advisors confuse planning with just selling their clients products. A properly written financial plan adds clarity and purpose to the financial aspects of your life. Areas of focus need to include investing properly, asset protection, retirement income planning and estate planning. Chad is deeply committed to his community having served on several community organizations and boards including the Upper Sandusky Chamber of Commerce, The Fairhaven Capital Campaign Committee, Rotary and Wyandot County Pheasants Forever. He also enjoys mentoring young advisors and has spoken numerous times to business classes at the Ohio Northern University on the topic of financial planning. In his free time Chad enjoys spending time with his wife Christina and their two children. He also enjoys the outdoors, hunting and coaching youth sports.
*Diversification does not guarantee profit or protect against loss in declining markets.
Phone: (614) 457-3450
Juli is a Senior Financial Adviser and Partner at Cardinal Financial Advisers. She has been in the financial services industry since 2009 and joined the firm in July of 2018. Juli is passionate about helping her clients organize their financial data. She enjoys constructing strategies that maximize the short and long-term potential of financial success, whether it be Protection Planning, Distribution Planning, or Legacy Planning. She prides herself on understanding the fears and desires her clients have, and she is well versed in the State and Federal pension systems.
Juli was raised in Central Ohio. She graduated from the Fisher College of Business at The Ohio State University with a B.S in International Business. In the same time frame she met her husband Tim and they married in 2006. They now have four children. Juli’s passions extend beyond the financial services industry. She enjoys spending time with her family, working in her community and she and Tim feel it is important that their children learn the importance of giving back to the community as well. In her time off, she enjoys running and gardening. Juli is a member of the National Association of Insurance and Financial Advisors (NAIFA), a qualifying member of the Million Dollar Round Table since 2014 (MDRT is recognized throughout the industry as the standard for excellence in life insurance sales performance), and a member of the Catholic Foundation. She and her husband also donate their time to the marriage preparatory program for the Catholic Diocese of Columbus. She recently earned her RICP ® Designation and is currently furthering her knowledge and training through additional coursework and education
Steven is a Senior Adviser and Founder of Cardinal Financial Advisers. A lifelong resident of Columbus Ohio he graduated from Denison University with a BA in Biology and a minor in Economics. He obtained his Master of Science in Financial Services (MSFS), with a concentration in Business Succession Planning, from the American College. Steven's numerous designations were also obtained through the American College. He is committed to continuous learning to be the best advisor and counselor to his clients. Steven founded Cardinal Financial Advisers, LLC in 1986. Through Cardinal Financial Advisers he provides comprehensive financial planning, manages financial assets for fee and places financial products such as life and disability insurance, annuities and long-term care insurance. Steven is strategically aligned with a fortune 60 company to provide leading-edge products, services and advice. Additionally, through this strategic partnership he has access to countless specialized consultants. Steven and his wife, Sally were married in 1988 and reside in downtown Columbus. They have three boys; Taylor is a touring musician, Ben is a photographer in Bozman, MT, and Charlie is graduating with a degree in Hospitality Management. Steven's interests include fly-fishing, bike riding and family get-togethers. He is active at his church and enjoys giving back. One of his passions include philanthropy and assisting clients in making a difference in the organizations they value. Several years ago, Steven obtained his Chartered Advisor in Philanthropy, CAP ® , for the express purposes of maximizing client's charitable giving.
Phone: (614) 793-2121
As a financial advisor for Eagle Strategies, a wholly owned subsidiary of New York Life, I specialize in creating custom insurance and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.
My Credentials:10+ years licensed insurance professionalCertification and Education:? CFPLicensed to assist with:? Life Insurance,? Investments,? Long Term Care,? Annuities, ? Wealth Management
Duane Borcherding has been a Licensed Agent for New York Life Insurance Co. and Registered Representative of NYLIFE Securities, LLC. since December 2011. He has been an active NAIFA member since joining in 2004. Duane’s career started in the Financial Services Industry with his initial contract with Northwestern Mutual in October 2001. Prior to that Duane has been involved in Business to Business sales with these companies: Skyline Harvestore, MiniBulk of America and CelPril Industries.
Duane’s life and career philosophy has been one of service to others in the hope of helping them to achieve their life goals.
Born in Franklin County Iowa on a livestock farm. Elementary Education from St Paul’s Lutheran School, High School, CAL Community, and Bachelor of Science from Iowa State University. American College Designations including: CLU, ChFC and RICP. Some of the major NAIFA activities Duane has been involved in: NAIFA-Columbus LILI Graduate2013, President of NAIFA-Columbus 2013-2014, 3 time Chair or Co-Chair of “A Day with MDRT” event. President of NAIFA-Ohio 2020- 2021. Currently serving on NAIFA-Ohio Board as immediate Past President and also serving as Regional Vice Chair for the Central Region for NAIFA National Membership Committee. Some of Duane’s not so relevant but interesting facts as they relate to “Flight”. Duane holds a Private Pilot License. His most recent “Concorde Flight” was on May 1997. Lastly, on November 28th, 2022 Duane flew through the 2,000,000 mile mark for total miles flown on American Airlines since January 25, 1987
James R. Vandre, RICP®James is a Financial Adviser with Eagle Strategies LLC and New York Life Insurance Company. He is a Life Member of The Million Dollar Round Table and has been serving his clients for 29 years. Jim is a total needs planner with an emphasis in retirement and estate planning
Julie Owens Julie is a Financial Adviser with Eagle Strategies LLC and New York Life. She has been with New York Life for 13 years. She is a proud member of MDRT since 2018. She enjoys staying active volunteering at her church and her kids’ school, St. John’s Lutheran. She resides in Marysville with her husband and three kids. In their free time they enjoy camping and boating.
Phone: (419) 294-3396
Matt is the Founder and President of Ferris Financial, LLC. He has been in the financial services industry for 14 years, since starting his career with the New York Life Insurance Company in 2003. Matt is passionate about helping his clients achieve peace of mind and create meaningful legacies through comprehensive financial planning. He partners with his clients to ensure that their families, businesses, and charities are protected and positioned to prosper.
Matt was born and raised in New Philadelphia, Ohio. He began his career with New York Life in Charlotte, North Carolina in 2003, where he moved after completing his B.A. and M.B.A. at Ohio University.
Phone: (937) 434-1015
J. R. Zent & Associates was founded in 1969.
Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, J. R. Zent & Associates, LLC has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. Breaking new ground is part of our tradition.
Phone: (614) 794-3701
- Tom grew up in Cleveland and Mentor, Ohio.- Moved to Columbus in 1973 to finish at The Ohio State University.- Graduated March 1975.
- Worked in Real Estate Property Management until September of 1977 when he joined New York Life Mid Ohio G.O.- Married to Susan since 1973.- Two children, Mike and Carly, both married with children.- Lives in Westerville, Ohio and Boothbay Harbor, Maine.- Enjoys flyfishing, guitar and watercolor painting.- Enjoys time with our adult children and 5 grandchildren.- Active in Rotary Club of Westerville for 37 years, including Past President.
Phone: (419) 709-8131
Financial Services Industry since 1997 (25 years) My clients choose me as their Advisor because they are comfortable that I make recommendations based on what is best for them, not for me.
Financial Advisor with Eagle Strategies LLC- FINRA Series 6, 7, 63, 66- Licensed in OH, FL, CA, AZ, IN, IL, KY, MO, TN
Degrees- Ohio State University – BS Business Admin
Agent with New York Life Insurance Company – 2010
Executive Council Agent– 2011, 2012, 2017, 2018, 2019, 2022
President’s Council Agent– 2013, 2015, 2016, 2020, 2021
Chairman’s Council Agent– 2014
Top 10 Life Case Producer SC Zone – 2013
Centurion Case Producer – 5 years (2012-2016)
Triple Crown Award Winner 2020
Million Dollar Round Table (MDRT) - Life Member (Court of the Table 2022)
Certifications in Corporate Benefits
Certified as a Worksite AGENT - 2011
Certified as a Worksite MENTOR – 2013
Guest Speaker/Trainer at NYLife Worksite Training Course – Atlanta 2015
Successfully Opened/Serviced 10 Corporate Arrangements over past 12 years
Public School Systems
Wholesale Food Distributors
Executive Benefits Arrangements through Mahoney & Associates
Phone: (614) 889-4732
Joe has been in the insurance industry for almost 20 years. Working as a Certified Financial Planner (CFP) for most of that time, Joe has excelled in the industry by continuously expanding his knowledge and even acquiring additional professional designations including ChFC, CLU, REBC, and RHU.
As a lifetime resident of Ohio, Joe and his family have been very involved in the community through a number of organizations and associations such as the Junior Chamber of Commerce, the Columbus and Dublin Chambers of Commerce, the Union County Chamber of Commerce, their church, and various charities throughout Central Ohio.
Phone: (937) 436-0000
Founded Cardwell Financial Group in 1997
Agent: 25 year career agent with New York Life Insurance Company
Registered Representative: NYLIFE Securities LLC, Member FINRA/SIPC, A licensed Insurance Agency
Financial Adviser: Eagle Strategies LLC, A Registered Investment Adviser offering planning and investment advisory service
Family: Married 40 years to Shari with two children and two grandchildren
Hobbies: Boating, Water Skiing and Gardening
Life and Qualifying Member: The Million Dollar Round Table^ continuously achieving “Court of the Table” and “Top of the Table” status
Life and Qualifying Member: New York Life Council for 25 consecutive years achieving Chairman’s Council status in 2020*
Member: National Association of Insurance and Financial Advisors (NAIFA)
Member: St. Luke Parish
Board of Trustees: West Lake Village Condo Association
Board Member: New York Life Columbus General Office
MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.
Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.