As VP, Director of Financial Planning, Heartland Bank and Financial Adviser with Infinex, Jessica McNamee helps to ensure clients have access to high quality financial planning at each life stage.
She graduated from The Ohio State University Summa Cum Laude with a degree in Political Science and Economics and joined the Heartland Bank staff in November of 2016.
In addition to the Certified Financial Planner (CFP) designation, Jessica holds a Chartered Life Underwriters (CLU) certification, and series 6, 7, 63 and 65, and is licensed for life, disability and long term care insurance .
For a free financial consultation, please contact Jessica via e-mail at
firstname.lastname@example.org or call 614-839-2265.
With 18 years in the Financial Services industry, Investment Representative Jason Ellinger is a proud graduate of The Ohio State University’s Fisher College of Business.
He holds series 7, 63 and 65 registrations, as well as Life and Health Insurance Licenses.
Jason knows that everyone has different reasons to invest, depending on life stage and personal goals.
Regardless of if you are planning for retirement, funding a child’s (or grandchild’s) education or trying to figure out how to handle a 401(K) rollover, Jason is ready to assist.
Contact Jason via e-mail at
email@example.com or call 614-416-0244.