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Team

 

Eric Watson

Investment Advisor Representative

(419) 446-2598

Eric Watson has a strong desire to help others and use his gifts in any way possible to better those around him. After graduating Summa Cum Laude from The University of Toledo with a degree in Finance,.. (click on photo or name for...

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Kirk Weldy

Investment Advisor Representative

(419) 446-2598

Kirk is a 2009 graduate of Ashland University, where he earned a Bachelor of Science in Accounting and Finance. After graduation, Kirk started his financial advisor career... (click on photo or name for more info)

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Dennis Olejownik

Investment Advisor Representative

(419) 882-6611

(419) 882-1611

In 1977 Dennis Olejownik founded Contemporary Financial Planning Investment Management Inc., a fee-based financial planning and investment company in Sylvania, Ohio. He became a Registered Investment Advisor in 1979 in order to expand...

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Natalie Przybylski is an executive assistant for the firm, with a focus on assisting the advisors. Natalie is a graduate of the University of Toledo with a degree in Economics. She has an extensive background in the business world,...

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Kim Lind is a Service Representative for the firm with a focus on assisting the advisors on equity and variable transactions. Kim has been with the firm since 2008,..(click on photo or name for more info).

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Callan Bauer is the Receptionist for the firm with a focus on assisting the staff. Callan graduated Summa Cum Laude from Eastern Michigan University. She has experience managing her family-owned business and spent several years...

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