Meet Our Team

I believe that our lives become the sum-total of a multitude of choices that we make from the time we are children, throughout our working years, and into retirement. The choices we make today have a powerful effect on our future selves… physically, spiritually, relationally, and financially. My mission has always been to learn how to make the best choices in all these areas, and to come alongside my clients, educate them and help empower them to make the best possible decisions for themselves and their families. There is nothing more gratifying to me than to see my clients reach their goals. This is what drives me every day.

I have been working in financial services for over 26 years, working primarily with business owners, successful professionals, and retirees. I have also been fortunate to have lived and worked overseas for several years and know this has helped me to be able to relate to all kinds of people and cultures. I am so blessed to be married to Staci for the past 35 years, and to have 4 wonderful children and 4 grandchildren.

Recognitions

• Life Member - Million Dollar Round Table (MDRT*)
• Member – National Association of Insurance and Financial Advisors (NAIFA)
• B.S. in Business – The Ohio State University

*The Premier Association of Financial Professionals is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Serving our clients is the number one priority at our practice. We couldn’t do that without the hard work and support of people such as Heidi Zimmerman who has been a valued member of our team since September, 2022. Heidi's primary responsibilities are scheduling meetings and appointments, managing client communications on service issues, administrative duties, and marketing support. Heidi comes to Staich Financial with a background in health insurance, human resources, and business management.

If you have any questions or need information, contact her at 419-709-8131 or heidi@staichfinancial.com.