Meet Our Team

When planning your financial future, it is important that you work with a financial planner who has the experience and education to help you navigate today's financial markets. As owner and founder of Lifepoint Financial Solutions, Steve has assisted numerous individuals, families and business owners in developing plans to achieve their financial goals.

Steve is an individual financial planner with more than 30 years of experience.  He began his career in financial services after completing his bachelor’s degree in finance at the University of Toledo.  After several years of success, Steve felt that his clients would be best served by starting a firm that would reflect his own values and philosophies.  Steve specializes in a number of areas including retirement planning, investing in stocks, bonds and mutual funds, and life and long-term care insurance. Qualifications and licenses Steve has obtained include:

• Certified Financial Planner (CFP ® ) - College for Financial Planning, Denver, CO
• Master of Science in Financial Services (MSFS) - Institute of Business and Finance, La Jolla, CA
• Retirement Income Certified Professional®( RICP®) -The American College, Bryn Mawr, PA
• Bachelor of Business Administration specializing in Finance (BBA)  - University of Toledo
• Certified Fund Specialist (CFS) - Institute of Business and Finance, La Jolla, CA
• Certified Estate and Trust Specialist (CES) - Institute of Business and Finance, La Jolla, CA
• Certified Income Specialist (CIS) - Institute of Business and Finance, La Jolla, CA

Steve enjoys golf, cycling and spending time with friends and family.  Steve's office is located at 3611 Socialville Foster RD. Suite 102, Mason, OH 45040.

Eric has been a Financial Advisor assisting individuals, families, and business owners for more than 23 years and is a valuable guide in wealth management at Lifepoint Financial Solutions. He uses integrated asset allocation with a focus on investing with a lower overall cost than his peers in the industry.  Eric specializes in retirement planning, life and long-term care insurance, and fee-based investing using ETF’s, stocks, and mutual funds.

Eric began his career in financial services after completing his bachelor’s degree in financial planning at Ball State University.  His qualifications and licenses include:

• Certified Fund Specialist (CFS®) - Institute of Business and Finance, La Jolla, CA. 
• Registered Representative of Cambridge Investment Research, Inc.
• Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor
• State of Ohio life and health insurance license
• FINRA Series 66 and Series 7 (General Securities representative)

Eric resides in Loveland, OH with his wife and son.  He enjoys spending time with family and friends, is a sports addict, and is a die-hard fan of the Chicago Cubs.   Eric's office is located at 3611 Socialville Foster RD. Suite 102, Mason, OH 45040.

Amy has been working in the financial services industry for more than 25 years and is part of the founding team at Lifepoint Financial Solutions.  She handles the behind the scenes duties, administrative and business operations for Lifepoint Financial Solutions.  She also performs client account service, schedule management, marketing, compliance documentation, technical support, account trading, and the preparation of the growing multitude of forms that are required in today’s financial services world.   

Amy began her career in the financial services industry as a regional office business processor in 1996 and has worked closely with Steve since 1998.  Her qualifications and licenses include:

• Certified Fund Specialist (CFS®) - Institute of Business and Finance, La Jolla, CA. 
• Registered Representative of Cambridge Investment Research, Inc.
• Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered Investment Advisor
• State of Ohio life and health insurance license
• FINRA Series 63 and Series 7 (General Securities representative)

Amy resides in Mason with her husband of over 35 years, enjoys traveling, camping and boating in the summer and spending time with her family, friends, and her grandson.  Amy's office is located at 3611 Socialville Foster RD. Suite 102, Mason, OH 45040.