Shawn Ballinger, CFP®

About Shawn Ballinger, CFP®

Welcome and thank you for taking a moment to read more about Columbus Street Financial Planning!

Columbus Street Financial Planning is an independent, fee-only financial planning and investment advisory firm focused on helping individuals and families prepare for retirement and plan for the cost of college.

As a CERTIFIED FINANCIAL PLANNER™ since 2004, I have provided comprehensive financial planning and investment advisory to mass affluent and high net-worth clients for two highly regarded fee-only wealth management firms.  My areas of expertise are vast and include:

  • – Budgeting & Cash Flow
  • – College Planning
    • – Saving ON the cost of college, not just FOR the cost of college
  • – Debt Management
  • – Employer and Employee Plan Benefits
  • – Estate Planning
  • – Insurance Planning and Analysis
    • – Disability
    • – Life
    • – Long-Term Care
    • – Property & Casualty / Personal Umbrella Liability
  • – Investment Management
  • – Retirement Planning
  • – Small Business Planning
  • – Social Security Optimization
  • – Socially Responsible Investing
  • – Tax Planning
  • – Charitable Giving
  • – Wealth Transfer

Columbus Street Financial Planning is not affiliated with any bank, brokerage firm, or insurance company. This creates a conflict-free environment in which we do not sell any products by design.  Simply put, our only duty is to the clients we partner in Central Ohio and across the country.

As a fiduciary, we have an obligation to place clients’ best interests above ours through the delivery of objective and tailored advice to help clients achieve their financial goals and live life on their own terms.

I served as chapter President of Central Ohio Financial Planning Association in 2012 and 2013 and led the charge to bring Financial Planning Day to Columbus, Ohio, where pro-bono, one-on-one advice is provided by CFP® professionals at locations throughout the United States.

I am also passionate about giving back to the community and specifically helping at-risk children as a Trustee with the Kiwanis Club of Columbus. And as a Veteran, I support Honor Flight, a non-profit organization whose mission is to transport America’s Veterans to Washington, DC to visit those memorials dedicated to honor the service and sacrifices of themselves and their friends.

My wife, Susan, and I reside in Grove City, Ohio with our two children, Brady and Carter. Our leisure time is spent enjoying watching our sons play competitive lacrosse, golfing as a family, and visiting and hiking our scenic National Parks (see my website for recent pics from our trip to Yellowstone and Grand Teton).

Thank you for reading about Columbus Street Financial Planning and please visit our website for more information on how we can help you by clicking the link to the left.

Bob Rall, CFP®

About Bob Rall, CFP®

Bob has more than 25 years of experience in the financial services industry. He began his financial career with Prudential Insurance, where he gained valuable knowledge and experience that allows him to help clients make sure that their various insurance policies are structured properly to protect their assets. While at Prudential, he was introduced to the investment side of the financial services industry and quickly learned that this is where his passion lies.

After three years with Prudential, he followed his passion and joined the Dean Witter brokerage firm in Cocoa Beach. He spent the next six years in the brokerage world, helping clients develop and manage their investment portfolios. His desire to help clients beyond their investments led him to complete the educational and experience requirements to earn the CERTIFIED FINANCIAL PLANNER™ designation in 1998.

Bob had a passion for the financial markets, and enjoyed the relationships he had developed with his clients, but his disdain for the culture of Wall Street led him to join an independent, fee-only financial planning and investment management firm in 2000. He spent the next four years managing client portfolios and helping them to develop long-term comprehensive financial plans.

A desire to be even more independent when helping clients led him to start Rall Capital Management in September of 2004. While most advisory firms are built to cater to the ultra-high-net-worth client, Bob built Rall Capital Management to cater to an underserved segment of the market, known as the “mass-affluent.” Individuals and families of more modest means have less room for error when planning their financial futures and managing their investment portfolios. This is the group that Bob has focused on serving.

Bob is a member of the Financial Planning Association (FPA®) and the National Association of Personal Financial Advisors (NAPFA®). He is a contributing writer for the Journal of Financial Planning and served on that publication’s Editorial Advisory Board for several years. He is also a recognized leader in the retirement planning field—he helped launch the FPA’s Retirement Planning Knowledge Circle and served as its host for several years.

Bob and his wife, Gina, are both active members of the local running community. Together, they have traveled to many parts of the country to run marathons. Before being slowed by a knee injury he sustained a few years ago, they had each completed more than 20 full marathons, a number of half-marathons, and they still participate in many of the local races of various distances. Bob is the President and on the Board of Space Coast Runners, a local non-profit group promoting fitness through running and walking. He served as Editor of the Club’s newsletter when it was awarded “Outstanding E-Newsletter – 2014” by the national running group, Road Runners Club of America. He was awarded the “Silver Shoe” award by Space Coast Runners in 2013 for his service and commitment to the Club.

Bob, Gina, and Bob’s adult children, Adam and Jenna, are deeply involved with Brevard County’s Special Olympics program. They all serve as certified, volunteer coaches for the track and field team. Bob and Adam also play for the Brevard County Special Olympics Unified Softball Team, which integrates special athletes and “partners” competing together. The team won the Gold Medal at the 2014 and 2018 Special Olympics USA Games, representing Team Florida. The relationships that the family has developed with our special citizens have become a very powerful part of their lives.

Bob graduated cum laude from Ohio University in Athens, Ohio, with a Bachelor of Science degree in Communications. Having grown up in Columbus, he is an ardent fan of The Ohio State Buckeyes. He also enjoys CrossFit, history and playing the piano.

One of the things he is proudest of is having built a small, independent and successful firm that allows him to work with his family as they help other families achieve their financial goals.

Claire Beams, CFP®, CPA

About Claire Beams, CFP®, CPA

We all don’t have millions of dollars—but we all have goals.

Commas is a financial advisory that provides fee-only service to the EveryInvestor: those who might not fit the standards set by traditional high-net-worth advisories but still deserve personalized financial guidance to meet their goals. We offer services with no account minimums, working with our clients at every step of the process and empowering them to create, plan, and achieve their desired money goals.

Eric R Laub, CFP®

About Eric R Laub, CFP®

My obsession with financial planning started when I realized I could help myself while continuing educating others in an area where almost everyone needs help. After teaching college mathematics for 15 years I changed careers to financial planning which lead me to become a CFP® professional. Now I get to combine my love for teaching and finance to help others achieve a level of financial security that they never knew was possible.

I consider myself a personal trainer for financial planning. Finance 180 allows me to create a blueprint for your financial future, regardless of your situation in life. I look forward to seeing you achieve financial success as if it were my own. Please do not hesitate to set up an appointment to discuss how I can help!

Ryan J. Weiser CFP®, CDFA®, ChFC®

About Ryan J. Weiser CFP®, CDFA®, ChFC® CLU®, CASL®

Weiser Financial Planning LLC is an an Independent, Fee-Only, Registered Investment Advisor in Lewis Center, OH that provides Comprehensive Financial Planning and Investment Management services to clients in the Columbus & Central Ohio area, as well as nationwide through online virtual meetings.

We specialize in working with busy professionals, client’s in-or-near retirement, and people going through divorce. Our mission is to help connect people’s money with the things that are most important to them. We do this by helping you make wise financial decisions so you can live your life values and maximize your full life potential.

Hi I’m Ryan and I love what I do! I founded Weiser Financial Planning LLC after working many years in the corporate world. I chose to open WFP because I wanted to create a business with a noble purpose where I could combine my entrepreneurial side with my passion for helping people to make wise financial decisions. I believe that money is just a tool and that it’s important to help people connect their money with the things that are most important to them.

I have worked in the financial services industry since 2000 working for several Fortune 500 companies. Over those years I have consulted with hundreds of financial advisors from various financial institutions including banks, insurance companies, wirehouses, and independent broker/dealers. Through this experience I have had the opportunity to help thousands of clients and positively impact their lives.

One of my driving motivations in building a new financial planning business was to separate from the Wall Street firms, banks, and insurance companies where I am not handcuffed by proprietary products, sales incentives, and conflicts of interest that are intended to maximize company returns at the expense of my clients. As an independent RIA we are completely free to focus on our clients and what’s in your best interest.

I like to say, “money without purpose is like eating cereal without milk, it might taste ok – it’s just not as satisfying.” At WFP we want you to live your life values and reach your full life potential. We will help you make wise financial decisions for today and tomorrow.

 

Andrew Damcevski, CFP®

About Andrew Damcevski, CFP®

Commas is a financial advisory that provides fee-only service to the EveryInvestor: those who might not fit the standards set by traditional high-net-worth advisories but still deserve personalized financial guidance to meet their goals. We offer services with no account minimums, working with our clients at every step of the process and empowering them to create, plan, and achieve their desired money goals.

 

Chris Hansen, CFP®

About Chris Hansen, CFP®

My name is Chris Hansen, and I am a Fee-Only CERTIFIED FINANCIAL PLANNER™.

In 2016, my son graduated from the University of Cincinnati Medical School and is now in Ann Arbor, Michigan to become a Neurologist. Working with him and some of his fellow graduates made me realize that new doctors have nowhere to turn when trying to understand and find answers to the complex financial issues they are facing. Most of the information available on the internet is either incomplete, wrong, or an attempt to sell products or advertising. I will do my best to produce a series of articles that will help you cut through the garbage and find the information you need.

If you have a specific question or want a particular subject covered, please feel free to drop me a line anytime at Hello@PersonalChoiceFinancial.com.

Scott Haley, CFP®, EA

About Scott Haley, CFP®, EA

My name is Scott Haley and I’m the founder of Prelude Financial, LLC. I help motivated individuals and families connect with their dreams to create a financial plan and show them how to live the life they love.

As a Certified Financial Planner™ (CFP®), it is my mission to help you create a financial plan as unique as yourself to help you accomplish your goals and dreams.Through personalized financial coaching and investment guidance, I help you organize your finances, set goals that matter to you, save and invest for your future, and take action.

I love teaching others how to use money as a tool. A strong financial foundation and personalized strategy for the future can provide you with a sense of freedom. Rather than simply viewing “more money” as the ultimate goal, I help you set up a plan so you can use your money to help you achieve whatever it is you want in life.

After working in the financial services industry for several years, I founded Prelude Financial to help hard working individuals and families navigate the personal finance landscape. It’s not about whether or not you have a million dollars to invest right now. You deserve professional advice to help you reach that milestone. My job is to provide you with the guidance you need to achieve your version of financial success.

I earned my undergraduate degree in finance with a minor study in economics from The University of Akron and strongly believe in educating younger generations about money and business. In my free time, I enjoy mentoring high school and early college students to help them understand what life is like once they are out of school working in their first professional position.

 

Justin Rush, CFP®

About Justin Rush, CFP®

I’m the founder of JGR Financial Solutions…a firm committed to providing financial planning and investment management solutions in terms you can understand. As a fee-only financial advisor, my top priority is to help you spend your retirement focusing on what’s most important in your life…not worrying about your investment portfolio!

I strive to understand my client’s goals and refrain from using the financial jargon that’s so frequently tossed around. As a result my clients are actively involved and confident in the long-term plans we put together.

Nationally, I am an active member of the National Association of Personal Financial Advisors (NAPFA), having served on multiple committees to help educate consumers and advance the profession of fee-only financial planning.

Locally, I volunteer for Junior Achievement of East Central Ohio in an effort to promote financial literacy to students.

Trace Tisler, CFP®

About Trace Tisler, CFP®

Trace Tisler, CFP® has been providing financial planning and investment advice for nearly 10 years.

After a short stint in the non-profit world, Trace joined a nationally recognized wealth management firm. Upon securing the Certified Financial Planner designation, he was promoted to Director of Wealth Management at the age of 27. As such, he was in charge of leading the firm’s financial planning processes and overseeing the investments of the firm’s multi-million dollar clients.

Trace started Epic Financial because he saw a need: most advisors wouldn’t work with those who didn’t have the existing multi-million dollar portfolio needed to meet the company’s minimum investment levels.

“It was interesting working with wealthy people. I learned a lot about what makes someone successful. I realized that I preferred helping people on the path to becoming successful as opposed to holding the hand of the already-wealthy. I found that the “average Joe” and members of today’s younger generations have so much potential, but when they have questions or need a bit of help, no one is there. Too many are being overlooked and I was compelled to do something about it.”

That’s the heart of Epic Financial. Our ‘no minimums, no sales’ business model is designed to allow you to get the advice you are looking for.

Through our monthly retainer service model we can provide the type ongoing financial planning, advice, and management you are looking for without the need for a million dollars or having to buy something.

Using this model we can help those just starting out and trying to balance your new career, college debt, and savings or those starting to think about retirement and wondering if they have enough and what to do with it all.