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President & Chief Wealth Strategist
As President & Chief Wealth Strategist, Shon delivers valuable expertise to clients to serve their financial strategy needs. His insights have been quoted in leading financial news publications such as CNBC, Yahoo Finance, Fox Business, Consumer Reports, Forbes, Bankrate.com, Investment News & Kiplingers.
Shon began his financial career in 2003. He is a two time graduate of Wright State University earning both a Bachelors degree majoring in financial services as well as an M.B.A. degree concentrated in finance. In addition, Shon has earned the distinguished designations of CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Analyst (CFA). Further professional endeavors include serving as an adjunct professor teaching personal finance courses at Wright State University, leading CFP Exam review courses for Keir Educational Resources, and is currently serving as president of the Dayton CFA Society.
On a personal note, both Shon and his wife Jessica grew up in the lake community of Shawnee Hills near the small town of Jamestown, Ohio. Presently, they reside in Sugarcreek Township, Ohio with their three beautiful daughters Elizabeth, Bridgette, and Alexandra along with dog Jack. Over the years, Shon has been involved in several volunteer organizations including the Wright State chapter of Delta Tau Delta as an alumni adviser and was a Big Brother in the Big Brothers/ Big Sisters program.
Director - Retirement Plans
Tim began his financial career in 1987 going to work for a private money management firm in Downtown Dayton. Over the years, his role moved into the plan administration and compliance side of qualified retirement plans. As participant directed 401(k) plans became more prevalent, he found himself working with a large number of financial advisers assisting them with the administration and record-keeping of their clients’ plans. It became obvious to Tim that there was a need for a financial adviser who would focus on 401(k) plans. So, at the end of 2014, he decided to move over to the financial advising side of qualified retirement plans and provide fiduciary level services to plan sponsors. Tim is now an independent fiduciary adviser exclusively serving retirement plan clients. He develops strategies that optimize retirement plans and can help reduce fiduciary liability by serving in a fiduciary capacity on the plan’s investment committee. In addition, he has a passion for financial education and he works very hard to ensure that each 401(k) plan participant gets the information and education they need to make sound investment decisions.
Tim graduated from Wright State University with a degree in Management Information Systems. He has also earned the designation of Accredited Investment Fiduciary (AIF) from the Center for Fiduciary Studies. This designation is attained after completing a program on investment fiduciary standards of care and prudent practices for investment advisers and stewards. Tim’s love of financial education has led him to volunteer with Junior Achievement teaching financial principles to school age children.
On a personal note, Tim and his wife Susan reside in Beavercreek, Ohio with their dog Chester. They have 3 grown children. In their spare time, they love to bike ride and travel around the country in their RV.
Wealth Management Analyst
As an Analyst, Allison provides research and analysis for both private clients and retirement plans. Additionally, she helps coordinate the implementation of the strategy and tactics that deliver a premium client experience.
Allison began her financial career in 1999 and joined Anderson Financial Strategies in September of 2018. She has nearly 20 years experience working with retirement plans, from service and sales to project management. Allison is excited to team with the fiduciary and service oriented advisers at Anderson Financial Strategies.
In her personal time, she has volunteered as a Court Appointed Special Advocate while living in Columbus, OH and cooking meals for Catholic Charities of Tennessee while living in Nashville, TN. Allison is back in her hometown of Dayton, living in Kettering with her husband Aaron and sons Alex and Owen where her favorite hobbies are cooking, reading good books, and watching terrible television.