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About Emerald Financial Advisors

 

Stephen C. Mathews

614.389.7880

steve@emeraldfinancialadvisors.com

 

Steve has been helping individuals and businesses with their financial picture since 2000.  His philosophy is to get to know the client, both professionally and personally. By taking the time to understand each client and their unique financial goals he hopes to maximize each client's financial potential.

 

Steve grew up in central Ohio and graduated from Westerville South High School in 1983.  He graduated from Miami University in 1987 with a BS in Finance.  His current securities licensing includes the Series 6, 7, 63, and 24 along with his Life, Accident, & Health License.

 

Steve lives in Dublin with his wife, Colleen and their 3 kids-Emma, Connor and Sophie.  He is a member of the St. Brigid of Kildare Parish.  In his free time he enjoys golfing and coaching his kids in various sports.






Michael E. Menning, CLU, ChFC

614.389.7877

mike@emeraldfinancialadvisors.com

 

Mike has been assisting individuals and businesses with their investment and insurance needs since 1990.  Mike's planning process incorporates the client's total financial picture to help meet their short, intermediate and long term goals.

 

Mike has lived in central Ohio since the early 1970's.  His current securities registrations include the Series 6, 7, 24, 51 and 63 along with his Life, Accident and Health License.  He also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College.

 

Mike resides in Dublin with his wife, Lauren and their 2 children- Mandy and Logan.  Mike also serves on the Development Board for Dublin Methodist Hospital.  In his free time he enjoys golf, travel and spending time with his family.





Steve Mathews
Michael Menning
 
 
 

Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through Emerald Financial Advisors, LLC which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.




This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO, FL, GA, HI, IL, IN, IA, KY, MI, NJ, NY, NC, OH, PA, SC, TX and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


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