Aaron Simpson
PRESIDENT & OWNER
Fun Facts:
- Lives 2,546 miles from his hometown of West Vancouver, Canada
- Met his wife, Megen, in a finance class during junior year of university
- He fits the Canadian stereotype — hockey is his favorite sport to watch and follow ... Go Canucks Go!
- Enjoys all the competition that comes during family game nights!
- Furthest distance traveled from home: Venice, Italy – 4,428 miles
When to Contact:
- Questions regarding your “Alpha Plan”
- Investment strategy questions
- Market updates
- Company feedback
JT Goodson
FINANCIAL ADVISOR
Fun Facts:
- Before he was a financial planner, he was a golf professional at Lake Forest Country Club
- He and his wife went to the same high school but never met until almost 10 years after they graduated
- Welcomed his first child, Connor, to the family on Memorial Day, 2024
- Enjoys the latest and greatest brewery or coffee shop
- Maintains his “status” as a scratch golfer
- Furthest distance traveled from home: Madrid, Spain – 3,911 miles
When to Contact:
- Questions about your “Alpha Plan” — Retirement income and tax
- Withdrawal requests
- Help to log in to the client portal
- Account allocation and annuity strategy questions
- Trade-related questions/requests
- Questions around RMDs
Wendy Lange
CLIENT RELATIONS
Fun Facts:
- Synchronized swimmer and varsity football manager in high school
- All-around Clevelander — Grew up on west side, moved to east side at 18, now lives on southeast side
- Son is in his ninth year as a Cavs drum team member of the “216Stix”
- Allergic to cats, but now has two of them, Dottie and Gracie, and takes allergy meds each day
- Met her husband, Bob, on an online dating site
- Furthest distance traveled from home: San Francisco, California – 2,510 Miles
When to Contact:
- When you don’t know which team member is best suited to assist you
- To schedule a strategy session or phone call with our team
- Contact information and beneficiary updates
- Qualified charitable distributions (QCDs)
- Events, service and company feedback
- Items related to the operation of the office or execution of our services
- To refer friends and family members
- Notary services
Ashley Fedor
CLIENT OPERATIONS
Fun Facts:
- Lived in Louisville, Kentucky, for 10 years
- Worked at Churchill Downs at the 2022 Kentucky Derby
- Loves Ohio State football
- Graduated from culinary college
- Obsessed with her German shepherd, Gracie
- Furthest distance traveled from home: San Diego, California – 2,366 miles
When to Contact:
- Help to log in to the client portal
- Opening new accounts
- Account transfer status updates
- Pending applications
- To schedule a strategy session with our team
- Electronic signature assistance (Docusign)
- Questions around RMDs
Ready to Take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a event.
Or give us a call at 440.519.0300.