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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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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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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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Jason Goncz

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

614-430-8414

Jason has worked with families, professionals, and businesses to develop strategies that help them pursue their short and long-term financial goals. He uses a personal approach to planning that works to minimize risk while meeting the...

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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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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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Lynn is the Financial Officer for Dome Financial 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 is Office Manager for Dome Financial Services.  She supports agents and registered representatives with National Life Group and Equity Services, Inc.   Daniele received her BA in Leadership and Business Mgt. from Capital University.

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