3130 Winding Woods Drive
Certified Financial Planner®
A.W. has had a Financial Planning practice since 1999. He started with Lutheran Brotherhood in 1999 and has developed many relationships and helped many families since then. In 2004 he completed the prestigious Certified Financial PlannerTM (CFP©) designation after rigorous coursework and passing a 10-hour comprehensive test of his knowledge. The CFP© designation requires 30 hours of Continuing Education every other year as well as holding him to the highest standards for competence and client care. He is required to fulfill all of his Financial Planning and Advisory work as a Fiduciary for his clients.
Prior to becoming a Financial Planner A.W. was a very successful General Manager and Regional Manager of a retail chain for 20 years.
A.W. is married to his wife Sandy and together they are blessed to have a son, Austin, who is completing an Engineering Degree at the University of Dayton. A.W. spends his free time with family & friends as well as bowling, scuba diving, motorcycle riding, and the occasional round of golf.
"Josh has recently joined Abel Financial Strategies and is currently going through the testing and licensing process to be a Financial Advisor. He should be fully licensed by the end of March, 2020.He has earned his Bachelor of Science in Human Ecology degree, with a major in Family Financial Management, and his Bachelor of Science in Nursing degree from The Ohio State University. He has completed all required educational coursework in order to sit for the CERTIFIED FINANCIAL PLANNER exam, which he is actively preparing to take. Josh has worked as a Registered Nurse (RN) for over 10 years before choosing to pursue his dream of working as a financial planner. Through his experiences as an RN, he was regularly reminded that life frequently changes one's plans, and it is important to pursue your dreams by living your life the way you imagine. He brings his unique life experiences, educational background, and caring personality into his work at Abel Financial Strategies. Josh resides in Grandview Heights with his wife, Meridith. Together they enjoy creating great, lasting memories through travel, spending time with family and friends, and supporting the growing food scene in central Ohio. He has personal interests in active travel (e.g., running marathons, mountaineering, etc.), working on improvement projects around the home, and, generally speaking, working on the never-ending to-do list that we are all tasked with completing."