Whether the 401k you’ve been growing needs to be aligned with your annuity distribution for the retirement phase so you don’t outlive your savings….. Or you’re considering market volatility for your first mutual fund…. Or perhaps you’ve just welcome your second child and realize that college planning is a priority. Illumination Financial Group is here to guide you through each stage and provide a safe harbor for you and your loved ones.
Our team of comprehensive advisors never simply push a product. We partner with you to design a strategy that provides a safe financial harbor. Each strategy is different because each client is different. Our most important goal is to understand your needs then align your finances and investments opportunities to help you get there. Our diverse and knowledgeable advisors walk you through our step by step process in providing you with a true team focused approach to financial planning.
John has over 30 years’ experience in the insurance and financial services industry. He is a perennial MDRT qualifier and Conference of Champions qualifier with Nationwide Financial Network. In 2014 he founded Illumination Financial Group, LLC to partner with agencies to become their financial services department. This allows area agencies to finally help clients plan for and live in retirement.
John became the single advisor in the state of West Virginia (and 1 of only 18 in Ohio) to achieve certification as a Land as Your Legacy Advisor and works with the Ohio Farm Bureau to assist farm and ranch owner families in creating succession plans, ensuring farms thrive for future generations. As a Business as Your Legacy planner, John assists local owners in structuring their businesses to incorporate key man insurance, buy sell agreements, retirement plans and other programs to help keep operations financially healthy and productive.
“With our strategic philosophy and access to innovative solutions and options, we are able to help our client families throughout each stage of their financial journey.” IFG offers a comprehensive suite of services including: wealth management, financial planning, funds investing, 401k strategies and rollovers, college planning, long term care solutions, disability income, life insurance strategies, and legacy planning.
Prior to her 26 years of experience in the financial services industry, Deb earned a MBA in finance from Case Western Reserve University. She then spent 14 years with a financial firm where she concentrated on retirement and estate planning. Her innovative strategic planning and analysis skills led her to become a Financial Advisor overseeing 7 branches of Parkvale Bank in the West Virginia and Ohio regions where she focused on mutual funds, annuities, securities, CDs and life insurance. As our financial specialist, Deb combines her education, financial services experience, and a keen knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation.
With 10 years of industry experience, Rob has earned multiple awards throughout his career as an agent for Nationwide, including several accolades for his knowledge of financial products. As a Nationwide Sales Manager in Northeast Ohio, Rob assisted in launching multiple new locations. Those same satellite offices went on to flourish into respected businesses under his management. Rob’s attention to detail, his extensive abilities in wealth coordination and his genuine personality makes him one our most loved and respected team members. Rob enjoys working with business owners, municipalities, and nonprofit organizations. Born and raised in Southwestern PA, he‘s a proud Pirates fan. Be sure to say hello if you see him at a home game with his wife and two teenagers!
Your new Outreach Coordinator for Financial Products will most likely be the first person on Team IFG to contact your clients. No worries here! Denise has a positive, ‘Can-Do” attitude sprinkled with “Professional Listening Skills”. Her combination of patience and let’s-get-it-done today is exactly what our current clients love most about her! In her 10 years as a financial marketer, Denise has partnered with and learned from some of the largest firms in the industry. She’s enjoyed working on celebrity endorsement projects, coordinating nationwide advisor coaching programs and editing books for a few top financial advisors. When the office closes for the night, Denise finds joy in trail running and travelling with her husband, Brian, and their two children, Georgia and Boston, decorating custom cakes and reading.
As the next generation of our financial team, Jackie was literally raised in an “Advisor” family, so becoming a Financial Specialist was a natural revelation. Her studies at Walsh University garnered a degree in Sociology with a concentration in finance and ethics. Jackie is inspired by the continual change within the financial industry. “I enjoy learning new information and expanding my knowledge base, so the constant flux of the financial and insurance sector is a motivator. I can only guide our client family if I continue to educate myself.” Our clients appreciate her attention to detail and sincere interest in their lives. Jackie’s advisor role includes a focus in employee plans, benefits and disability. Away from the office she loves trail biking, long road trips and planning her May wedding with her fiancée, Kyle.