Advisors
Erik Waldron
Senior Wealth Advisor
OH Ins. License #1005593
Contact Erik:
[email protected]
513.204.7710
Schedule a Consultation
With over 30 years of experience in the financial industry, Erik has established himself as a dedicated and knowledgeable advisor. His mission is to help individuals achieve their financial goals through personalized and strategic planning. Erik began his career in 1994 and holds a bachelor's degree in Finance from Ohio University. His areas of experience include retirement planning, investment management, tax efficiency, and risk management. His approach is client driven, focusing on understanding each individual's unique situation and developing a tailored strategy. He believes in building long term relationships based on trust and transparency. His commitment to learning the latest industry trends and regulations helps him provide his clients with the best possible advice. Erik currently has Series 7, 63, and 66 designations and is licensed to sell securities and insurance in CA, CO, FL, IL, IN, KY, NC, OH, OR, SC, and TN.
Branch locations: Mason, OH, Loveland, OH, Montgomery, OH, South Lebanon, OH, and Oakley, OH
Mark Bonfield
Wealth Advisor
OH Ins. License #669874
Contact Mark:
[email protected]
513.409.8688
Schedule a Consultation
Mark brings over two decades of experience in the financial services industry, with a comprehensive background spanning: banking, investments, and insurance. His passion is to make sure every member has a strategic plan to address all of their financial goals. Mark specializes in building strong financial foundations tailored to each client’s needs and fostering long-term relationships for continued success. His approach encompasses key areas of financial planning, including: asset growth, risk protection, income strategies, and legacy planning.
Mark holds a Bachelor’s degree in Business from The College of Mount St. Joseph and maintains several professional designations, including the Series 7, 63, and 65 licenses. In addition, he is licensed to offer insurance solutions in OH, KY, and IN.
Branch locations: Fairfield, OH, Liberty Way, West Chester, OH, and Dent, OH
Todd Blessing
Wealth Advisor
OH Ins. License #592161
Contact Todd:
[email protected]
513.577.8901
Todd assists members with asset management, retirement planning, estate planning strategies, and wealth preservation. He specializes in the design and implementation of strategies for personal wealth management. He is a graduate of Miami University. Todd has been in the Investment Business for over 24 years with 10 years as an Investment Wholesaler and 14 years as a financial advisor. Todd has a Series 7, 63, and 65 licenses and is licensed to sell securities in the following states: AZ, CA, FL, GA, IL, KY, MD, MI, MN, MS, MO, NC, NY, OH, SC, and VA.
Branch location: Reading Road, OH
Zachary Bailey
Wealth Advisor
KY Ins. License #915761
OH Ins. License #1596907
Contact Zack:
[email protected]
513.429.7473
Schedule a Consultation
Zack has over 15 years of experience in financial services, including a decade focused on securities and investment planning. He loves getting to know his clients, their lives and aspirations, and works closely with them to create personalized wealth planning strategies. Zack holds the FPQP® designation along with FINRA Series 6, 7, 63, and 66 licenses through LPL Financial, and is licensed to sell securities and insurance in: Indiana, Kentucky, and Ohio.
Branch locations: Eastgate, OH, Highland Heights, KY, and Florence, KY
Amanda Lankford
[email protected]
513.577.7969
Born and raised just north of Cincinnati, Amanda began her career in the banking and financial industry at GECU in 2006. After many years of building member relationships and performing various roles at the credit union, she started her career in investment and retirement services in 2014.
As a Client Service Associate partnering with our Wealth Advisor, Todd Blessing, Amanda takes pride in providing quality service to clients and building strong relationships built on trust. From scheduling appointments, preparing documents, or assisting with financial activities, Amanda has dedicated herself to delivering the highest level of service to enhance the overall client and member experience.
Veronica Jaeger
[email protected]
513.733.6911
Veronica has been working in the financial industry since 2014. Previously, she worked at General Electric Credit Union from 2016 to 2021, the majority of which was spent supporting the Commercial Lending team. Since 2023, Veronica mainly supports Erik Waldron and his clients with administrative and service related tasks. With a passion for trust, honesty, humor, and attention to detail, Veronica ensures that clients are receiving the highest quality of service and support. She earned a Bachelor’s degree in Business Administration from Wilmington College, holds Series 7 and Series 66 licenses, and holds life & health insurance licenses in IN and OH.
Outside of work, Veronica enjoys sports, hiking, cooking, volunteering, and spending time with her husband and family. She is a lifelong supporter of the Cincinnati Bengals, Purdue Boilermakers, and New York Yankees.
