Pifer Planning

I was born and raised in the small town of Bellevue, Ohio. Currently, I am living in Columbus, Ohio which is where I moved after finishing high school to attend Ohio State State University. In 2005, I received my Bachelor’s degree in Communications and followed that up with a Master’s in Counseling from Ashland Theological Seminary. While interning as a Counselor in Training, it became overwhelmingly clear to me that a major source of the problems that individuals and couples faced were related to finances. It was this realization that inspired me to change directions and help people make sound financial decisions. I hold a Series 7 FINRA license to sell securities and an Ohio license for life, health, & disability income insurance. I am affiliated with the Caputo Agency, a general agency of Ohio National Financial Services. Preferably, all of my free time is spent with my wife and daughter.

Additional Info

  • SBB Deal: free lunch entree at select SBB member restaurants - call for details
  • Phone: 614-302-4289
  • Email: jeremyp@onesco.net

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