Our Mission

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DSFS is located in Berlin, OH

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through fact finding and a disciplined approach. I start with a conversation about key financial areas including budgeting, retirement and investment planning to prepare for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected and in control of your financial life.