Daniel Griffith

Registered Assistant

As a Registered Assistant, Daniel facilitates and responds to client communications, he assists with meeting preparation, and he helps respond to client requests. Daniel works alongside Dave and Michael to provide assistance in the many facets of their business. Daniel’s focus for small businesses and their employees is conducting the necessary research, coordination and preparation of meeting materials, and one on one meetings. Daniel completed his B.S. degree in Financial Services from Wright State University. Daniel holds these licenses:

  • Ohio Life, Accident and Health Insurance
  • Series 7 (General Securities Representative) 
  • Series 66 (Uniform Combined State Law)

Born and raised in Beavercreek, Ohio, Daniel likes to stay active by playing various sports and visiting the gym. 

Phone 937.431.8010
Fax 937.431.8020