About Me

Preston has been working with small business owners for over 15 years to provide cutting edge 401(K) plans that are tailored to the company's specific needs.  He is an Accredited Investment fiduciary and holds the series 7 and 66 securities licenses.  He earned his bachelor's degree in Finance from Ashland University.  Outside of work Preston enjoys coaching various youth sports, running ultra-marathons and spending time with his wife Amberly and their three children.