Team
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Dan has been in the financial services industry since 1998. In 2001, Dan joined the Farmers National Investment team at Farmers National Bank as an Investment Executive. In 2008, Dan was promoted to the Vice President and Program...
Phil has been in the Financial Services Industry since 2001. He became an Investment Adviser Representative at Farmers National Investments in 2008.Professional Registrations: Series 7, Series 66 Life and Health...
Stephen has been in the financial services industry since 1996. In 2009 he became an Investment Executive with Farmers National Investments at Farmers National Bank.Professional AttributesRegistrations:FINRA series 7FINRA series...
Ken joined our Investment Team as an Associate Investment Executive in 2011. He was promoted to a Investment Executive in 2013. Ken is a valued member of our Investment team and works hard to meet the needs of all his clients....
Angie Mikesell has been in the financial services industry since 2001. Angie began as a sales assistant to Daniel Cvercko in 2005. In 2008 Angie was promoted to Administrative Assistant to the Farmers National Investments team. With...
Rick has been in the Financial Services Industry since 1995 and has been helping clients in Wayne County since 1999. He joined the Farmers National Investments in 2015 as an Investment Executive. Rick is married with three children. He...
Brenda has been in the financial services industry for over 20 years and joined the Farmers National Investments team in 2019. Professional Attributes Registrations: Series 7 Ohio Life, Accident and Health, Annuity Community/Civic...
Linda has been in the Financial Services Industry since 2001. She became an Investment Adviser Representative with Farmers National Investments in 2017. Professional Attributes Registrations: FINRA series 7 FINRA series 8 FINRA series...
