1800 Lyons Road
Investment Advisor Representative
Bill earned a bachelor’s degree in business from Wright State University. Early in his career, Bill worked at one of the “Gold Standard” Financial Services Institutions. With that experience, he knew he could do a better job serving clients in a broader fashion. You want and deserve trusted guidance with your retirement planning, regardless of where you are in life. With more than 20 years of experience, Bill helps clients plan for retirement by addressing The Five Foundational Pillars™
Away from the office, Bill and his wife, Krista, enjoy spending time with their two children Tyler and Ellie. Both are involved in coaching sports and are committed to their personal relationship with God.
With extensive industry knowledge mixed with years of experience in the corporate sector, Cameron brings a wealth of experience to the critical life event of Retirement Planning. His simple approach takes complicated topics and makes them easy to understand.
Cameron earned a Bachelor of Science degree from Oral Roberts University and a Master of Business Administration from Oklahoma State University. Cameron’s experience as the Chief Operating Officer of a small mutual fund and many years of experience working with and for Fortune 100 Companies makes him well qualified to address complex issues around investments and retirement planning.
Cameron enjoys teaching on many different levels and shares his insights to students that are part of numerous adult education classes. “Our students often say that they appreciate my laid back and yet informative style,” smiles Cameron. “That means a lot to me.” It does not matter if you are a professional, business owner, high net worth individual, or middle-class family; Cameron believes everyone deserves trusted guidance and education with retirement planning. Regardless of whether you are approaching retirement, recently retired or have been retired for a decade; “there is always an opportunity to learn and make things better”, states Cameron.
He currently holds a Series 7 and a Series 65 License. He continues to work to understand the complex needs of retirees in order to provide the most comprehensive and up-to-date guidance. His goal is to get his client to and through their retirement years as comfortably as possible. To that end, Cameron has earned the following credentialing:
Certified Financial Planner®
Certified Kingdom Advisor®
Chartered Federal Employee Benefit Consultant℠
Accredited Investment Fiduciary®
Professional Plan Consultant®
National Social Security Advisor Certificate Holder
With “running out of money” topping the list of retiree concerns, Cameron says the first pillar of financial success is to develop a solid income plan. When people retire, they often continue to own the same investments that they held when they were working. Cameron believes this is a monumental mistake as you need to move from an accumulator mindset to a protector of your assets. Away from the office, Cameron and his wife Kelly enjoy spending time with their children and are avid cyclists. They have a passion for orphans and live in Springboro with their six biological and 11 adopted children. Cameron and Kelly both serve on the board of A Child’s Hope International
Administrative/ Insurance Broker Specialist
With over 20 years of managerial and administrative experience, Ellen is Covenant Planning’s dual threat as an Administrative Assistant and a Licensed Insurance Broker. Ellen has significant experience in both accounting and small business. Using her background in accounting from Sinclair College, Ellen collaborated in the start-up of Brixey & Meyer Accounting Firm in Dayton. Serving in both a managerial and administrative roles, Ellen assisted in client audits as well as the compilation of client tax returns.
Ellen lives in Springboro Ohio with her husband Tim and their 6 kids. Ellen is a longtime supporter and volunteer of the Springboro Panthers and has held many volunteer roles with the schools over the years. In addition, Ellen has volunteered extensively over the last 9 years with Fairhaven Church where she attends with her family.
*Not Affiliated with Founders Financial Securities, LLC, Member FINRA/SIPC and Registered Investment Advisor.
Independent Insurance Agent
Max graduated Summa Cum Laude from Miami University (Ohio) with a degree in Small Business Administration. He is currently helping people make sense of their annual Medicare choices along with fielding questions throughout the year on how best to manage Medicare benefits. Max is heading up Covenant Planning's home, auto, and commercial insurance division. As a licensed independent agent, he has access to dozens of insurance carriers in the Ohio market through his relationship with Ohio Insurance Alliance, LLC. If you need home, auto, liability or commercial insurance, Max is your resource.
Max will be marrying his fiancé, Bryn, in September 2023 and plan to find a home in South Dayton.