Broker Check

Team

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

James G Oppenlander, CLU, ChFC

President & CEO of Dome Financial Services / National Life General Manager

(866) 430-8414

(614) 899-0550

James serves as a wealth strategist for families who desire to accumulate, distribute, and preserve their wealth. Most clients come from owners of closely held businesses, professionals, executives, and others who have responsibilities...

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Craig Robinette

National Life Managing Director, Midwest Agency and Registered Representative/Investment Adviser Representative, Equity Services, Inc.

614-392-4122

614-899-0550

Throughout his 18 years as a financial advisor, Craig has found success by using his passion to educate and his strong work ethic to help his clients find a financial course best for them. As Managing Director, he uses that same...

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Quentin Davis

Financial Professional, Investment Adviser Representative of Equity Services, Inc.

614-430-8414

Quentin Davis was born in Maysville, KY, and raised in Sardinia, OH, where he lived most of his early life. He was raised by an entrepreneurial father and a mother who was employed in the social work field. After high school, Quentin...

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Lori Dunn

Financial Professional

614-430-8414

614-899-0550

Lori is dedicated to helping individuals, families, and business owners achieve their financial dreams and goals. She focuses on educating her clients and developing strategies on how to accumulate wealth in a way that is most suitable...

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T.J. Fazzone

Financial Professional, Investment Adviser Representative of Equity Services, Inc.

TJ Fazzone attended The Ohio State University Fisher School of Business and has been in the financial services industry since 1985. TJ specializes in helping clients protect their assets and finding solutions to help manage costs for...

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Noah has been in the insurance/financial business for over 15 years. He is a fourth-generation insurance and financial services agent. His goal is to help his clients navigate their finances by protecting their now and setting a plan...

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John Jaye, CLU

Financial Professional, Registered Representative of Equity Services, Inc.

614-430-8414

For over 25 years, John has been helping his clients achieve their financial goals through education and competitive financial products. Through exceptional service, he assists his clients in effectively managing their financial wealth...

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Roger has worked in insurance services for over 12 years. He enjoys helping people protect themselves and their families. Roger and his wife enjoy traveling and spending time with family, and they are looking forward to their...

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Daniel Riegner

Financial Professional, Investment Adviser Representative of Equity Services, Inc.

513-794-4355

Dan Riegner is dedicated to providing simple, clear financial guidance and services to families and business owners. He prioritizes clients so that they can confidently lead more financially successful lives, allowing them to spend...

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Claire Schmitmeyer grew up on a farm in Mercer County, Ohio, raised by hard-working parents who taught her the importance of family. She earned her associate and bachelor’s degrees at Wright State University. While in college,...

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Deo was born and raised in Nepal, and he moved to North Dakota in high school. He graduated from the University of North Dakota with a B.B.A. in Banking and Financial Economics. After graduation Deo chose to move to Ohio so he could be...

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Nicole Zhang

Financial Professional, Investment Adviser Representative of Equity Services, Inc.

614-430-8414

Since 2014, Nicole has been helping individuals and families achieve their financial dreams and goals. She is passionate about educating her clients on current wealth strategies and empowering them to make wise financial decisions. She...

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Lynn is the Operations Manager for National Life Insurance Company’s Midwest Agency and Equity Services Inc. Lynn’s prior career was in Public Accounting and she has held her CPA since 1980. She is a life and health...

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Daniele runs the New Business and Sales Support area of Dome Financial Services and National Life Insurance Company’s Midwest Agency. Daniele received her BA in Leadership and Business Management from Capitol University.

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Sarah is the receptionist and administrative assistant for National Life Group Midwest Agency's corporate office. Her prior career was in graphic design. Sarah received her BFA in Graphic Design from Ohio University.

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Stephanie heads up the Marketing and Recruiting Support area of Dome Financial Services and National Life Insurance Company’s Midwest Agency. Stephanie received her BA in Communication Studies from Mount Vernon Nazarene University.

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Jay has been helping people in the insurance services business since 2011. He has a passion for offering financial protection to people. He diligently works to help families and business owners meet their financial goals through...

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Rob Elger

Financial Professional

Rob received his degree from Central Michigan University, specializing in accounting and finance. He resides in Lewis Center, Ohio with his wife and two children. Rob is life and health insurance licensed in Ohio and Illinois.

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