Your Trusted Partner — Here
When You Need Us
Building connections, providing clarity and guiding you toward financial confidence — our team is here to support you every step of the way.
Aaron Simpson, CFP®, ChFC®, RICP® Owner and President
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 R.O.O.T.S. Wealth Plan
- Investment strategy questions
- Market updates
- Company feedback
JT Goodson, CRPC® 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 R.O.O.T.S. Wealth 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 Manager and Notary Public
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 tenth year as a Cleveland Cavaliers 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 Services Associate
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
Megen J. Simpson Business Operations Manager
Fun Facts:
- Megen’s paternal side of the family has lived in the Geneva, Ohio area (where she grew up) since the late 1800s
- She is a distant relative of Ulysses S. Grant through her 4th great grandmother, Elizabeth H. Grant-Turner
- She is “double jointed” in both of her elbows
- She dominates in music trivia — any genre!
- Furthest distance traveled from home: Kotor, Montenegro – 4,830 miles
Ready to Plant the Seeds for Your Retirement?
You only get to retire once, but we help people do it every day. Whether you’re just starting to plan or are nearing retirement, the small choices you make today can have a big impact on your tomorrow.
Connect with us to see how a true partnership can help your financial life take root and thrive.