Dick Maxwell serves as the founder and CEO, and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1988. He has a long history of establishing client relationships, beginning in 1978 when he entered the insurance business, after 9 years of teaching school in Columbus, Ohio. A few years later Dick made the natural progression by expanding his services to incorporate the total financial planning process. Dick received a bachelor`s degree from Ohio Dominican University and a Master's degree from Xavier University.
Dick resides in Gahanna, Ohio with his wife Lynda. He has three grown daughters, Melyssa, Laura, and Katy.