John Weigel

John Weigel

Financial Consultant / Founding Partner

John Weigel, a Financial Consultant and founding partner, has been working with individuals in the areas of Investment Management, Retirement Planning, Insurance, and Education Planning since 1998.

John is committed to the design and implementation of a financial plan which is tailored specifically to each client's needs.  He strives to be a trusted partner and works to ensure that client goals are addressed with an individual approach.  He takes pride in the fact that he maintains a personal relationship with each of his clients and makes sure that they are comfortable with the risk taken in their portfolios.  John is dedicated to excellence and uncompromised professionalism.

John graduated cum laude from Xavier University with a BS in Finance and Economics.  He also earned the Executive Certificate in Financial Planning from Xavier University, and holds several securities industry registrations through LPL Financial including Series 7, 24, and 66 licenses.

John lives with his wife Sheila in West Chester, OH and has two children.  His son Andrew, is currently on active duty with the U.S. Marines.  His daughter Alexis, is currently enrolled at the University of Tennessee.  John is an avid sports fan and loves to cheer on the Reds, Bengals, and his Xavier Musketeers.