Broker Check

365 S 4th St, Columbus, OH 43215

614-561-1530

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our work is rooted in a genuine desire to help people feel more confident about their financial future. After seeing friends and family struggle to find clear, trustworthy financial guidance, we recognized the importance of making financial planning easier to understand and more approachable.

With years of experience and professional training, we focus on helping clients understand their options, make informed decisions, and take meaningful steps toward their goals. Just as important, we’re proud to serve our community and build lasting relationships with the people who call it home.

We believe financial guidance should feel personal, clear, and tailored to you. By taking the time to understand your goals, priorities, and unique circumstances, we can provide thoughtful guidance to help you navigate an increasingly complex financial world. Our goal is to build a lasting relationship and give you the confidence to make informed decisions about your financial future.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

William Greear

William T. Greear

Founder/Investment Advisor

614-561-1530

Shawn Quincel

Shawn Quincel

Director of Client Relations

614-561-1530

Rachel Flad

Rachel Flad

Executive Assistant

614-561-1530

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

With years of experience in financial services, our advisor provides personalized guidance designed to address your financial needs today and for years to come. We look forward to working with you and helping you pursue your financial goals.