Our Story
What We Do
What Makes Us Different
Meet Our Team
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won’t receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
- A list of any questions you have regarding your current financial situation
- Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
- A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals.
Our Advisors
Marcus Saskin
Our Team
Melissa Cronenweth
Amy Armstrong
Jenn Spreckelmeier
Daniel Rieman
Jason Ramage
Raymond Heizer, Jr.
Dawn Russell
Larry Sampsel
Juliann Trester
Brenda Conley
Valerie Tate
Carolyn Landers
Bailey and Tribble
Our Back-Office Specialists
As a Valmark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver analysis and recommendations when helping our clients strategically plan their financial futures.
ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. Learn more at www.valmarkfg.com
4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com
Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Click here for Valmark Customer Relationship Summary.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.