Broker Check

Main Office

100 Front Street

5th Floor
Marietta, OH 45750


We Put Your Needs First

We Put Your Needs First

Our purpose is to invest in our clients for the long-term. From retiring early to funding a college education or fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your financial needs changing over time.

We always put clients first, seeking the highest and safest returns, while also protecting your estate and seeking the lowest tax liability.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.
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Diversification, Patience, and Consistency

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.
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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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Amy Gentry

Amy Gentry

Business Manager

Bradley Gentry

Bradley Gentry

Office Manager

Christian  Gentry

Christian Gentry

Financial Professional

Daphne Perine

Daphne Perine

Financial Professional

Gregory Gentry

Gregory Gentry, RFC, CEP

Financial Professional

Sydney Gentry

Sydney Gentry

Client Services

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