Tuesday, 22 August 2017

Your Team


Dan has been an insurance agent since 1989 and has seen huge changes in the insurance environment over those years. He maintains the following professional accreditations: Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP™), Registered Benefits Consultant (REBC), Certified Funds Specialist (CFS), Chartered Retirement Planning Counselor (CRPC), Chartered Advisor for Senior Living (CASL) and Certified Insurance Counselor (CIC).

Member of the Cheviot-Westwood Kiwanis along with the new Harvest Home Fair Association, Inc. Proud volunteer and Board Member of Manna Outreach Inc. an emergency food pantry. Member of the Aces Club, an orginization that started in 1941 by 7th and 8th grades and today families have fun and money is raised for kids.

Dan and Trudy have three children, Bradin, Mariah, Brett & Sallie the beagle and Sox the cat. Dan enjoys going to the swim club, camping, fishing and watching his kids playing sports, coaching basketball & soccer. Email This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Chad has been a partner at Roth & Reynolds since 1991. Chad’s interests include golf, the beach, and music. He is a devout Cincinnati Reds Baseball fan and loves Jimmy Buffett’s music. He is an experienced baseball card collector as well. Chad is married to Sarah and has three cats Easy, Boots and Hansel. Chad was employed with a national insurance company’s claims department from 1987 till 1989, underwriting until 1991 and with Roth & Reynolds ever since. Chad has years of experience in writing all lines of insurance for his clients. Email This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Jenny has been a part of the Roth & Reynolds team since May 2002. Jenny likes being outdoors, and enjoys  activities such as: riding, camping and fishing. She also loves doing crafts, scrap booking, watching football, travelling, planning events and spending time with her family. Jenny is the office manager/ associate agent. Her duties include: office operations, customer relations and sales. Email This email address is being protected from spambots. You need JavaScript enabled to view it.

  

Sara has rejoined our team . She is married to Ryan and they have four children, Olivia,Hannah, April and Ethan. Sara enjoys reading, spending time with her family, going to concerts, and watching NFL football. Sara is a licensed customer service representative. Email This email address is being protected from spambots. You need JavaScript enabled to view it.

  

Lindsey Joined our Customer service team in 2015 with over 10 years experience. Lindsey is engaged to Scotty, they have 2 sons, Logan and Colton and also raise Madelynn. They enjoy the kids sports as they both help coach/ Team mom. Outside of sports they love to spend the weekends camping and riding quads, and spending time with family and friends. Lindsey has played softball since she was 5 and still continues to play.

 

 

 

 

Tom started in the accounting tax financial planning 20+ years ago. In that time frame, he worked with people solving their taxes and the retirement problems, creating a solid financial plan. Today, Tom specializes in retirement planning from a holistic approach; including pensions, IRAs, life insurance, taxes & Social Security benefits for both individuals and businesses.

 

 

 

 

Nicole

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Seriously, your responses are always immediate and helpful! I’m keeping you (and Nationwide)!!
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Dan and Jenny, it has been a real pleasure working with both of you. Thank you for your excellent customer service!
Lois V, Union, KY