Todd J. Gourno, CFP® - Owner
As a financial planning professional Todd is dedicated to helping educators and public employees maximize their STRS and OPERS pensions. Todd holds the CERTIFIED FINANCIAL PLANNER designation. He is also a graduate of the University of Toledo with a Bachelor of Arts degree.
Todd has worked extensively with university faculty, staff and K-12 educators across the state of Ohio to help them maximize their STRS and OPERS pensions. His employment and advanced training by STRS Ohio allows him to provide unique advice to Ohio public employees and educators because of his knowledge of the Ohio public pension systems. Todd helps Ohio public employees avoid the most common mistakes made when making financial decisions regarding their pension, social security and outside investments and insurance.
Todd currently resides in Upper Arlington, Ohio with his wife, Candace, and their three children. He enjoys spending time with his family, golfing and traveling. Todd volunteers for his church and various committees at his daughter's school. He enjoys watching and going to OSU football games with his family, friends and clients.
Clint Helmbrecht, CFP® - Owner
As a financial professional and an active member of his community, Clint is dedicated to helping individuals and educators build their financial futures. To stay on top of his field and develop his professional skills, he regularly attends industry training and certification programs.
Clint has traveled extensively in Ohio in his previous role as a Member Education Specialist for STRS Ohio. In this role he hosted hundreds of large-group seminars focusing on pension benefits, investments and health care. Clint holds a Finance and Marketing degree and also a Masters in Business Administration from Ohio University. He is also a CERTIFIED FINANCIAL PLANNER practitioner.
Clint currently resides in Victorian Village, Ohio with his wife, Laura, and their son. He enjoys spending his time with family, friends and traveling.