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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Jason A. Goncz

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

614-392-4122

614-899-0550

Jason is in the business of providing experienced financial professionals and agents the platform to flourish and help reach greater financial success. He has over 15 years’ experience in helping life insurance agents develop marketing...

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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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Rodirick is a knowledgeable financial professional with 4+ years of experience in legacy planning and retirement strategies. He prides himself in working with clients to help create, protect, and accumulate assets in a tax advantaged...

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Rob Elger

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

614-430-8414

Rob serves as a wealth strategist helping families who desire to accumulate, distribute and preserve their wealth. Rob is a Registered Representative of Equity Services, Inc., holding his FINRA Series 7 registration. He is also a life...

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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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Richard has over 30 years of experience in the financial services industry. He has enjoyed helping business owners and families achieve success and financial security. His banking experience includes corporate capital acquisition, real...

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For more than 25 years, Steve has been helping his clients achieve their financial goals effectively through education and competitive financial products. As an experienced financial professional, he focuses on helping his clients...

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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 Johnson

Financial Professional

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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Mary Beth brings a unique approach to her clients. As a financial professional, Mary Beth is passionate about serving others. When working with clients, Mary Beth looks at the whole picture so that she delivers a holistic approach to...

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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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Robert is passionate about the financial industry. He values his clients and works diligently to help protect and grow the financial wealth of families and individuals. Robert uses a unique approach in that he helps individuals find...

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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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Ross is a life insurance agent licensed in Ohio and Utah. He finds purpose in his work by helping increase the financial well-being of his clients. By always putting the clients’ goals first, and...

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