Meet Our Team

As President & Chief Wealth Strategist, Shon leads his firm in delivering premium expertise to clients in order to serve their financial strategy needs in a way the maximizes confidence. He is frequently asked to appear on local TV as an area financial expert and 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.  In addition, Shon is honored to be a Dayton Business Journal “40 under 40” award winner and was inducted to the Greeneview hall of Fame, his hometown.  Furthermore, Shon has been recognized as a leader in the industry and was asked to join the Forbes Finance Council. 

Shon began his financial career in 2003. He is a two-time graduate of Wright State University earning both a Bachelor’s 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 Finance & Estate Planning courses at Wright State University 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 and are blessed with triplet daughters Elizabeth, Bridgette, and Alexandra along with their son Jacob and dogs Biscuit & "Ella". Over the years, Shon has remained involved in the community through several organizations including Wright State's Planned Giving Council, the Miami Valley Hospital Foundation, Defense Advisory Committee for the Gala of Hope Foundation and was recently appointed by Governor Dewine to serve as a Trustee at Central State University.

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 the historic district of downtown Troy, Ohio with their dog Wilson. They have 3 grown children and 3 grandchildren. In their spare time, they love to bike ride, travel around the country in their RV, and restore their 120 year old Victorian home.

As a Wealth Strategy Advisor, Matthew helps clients make smarter, more intentional decisions with their money through comprehensive, tax-efficient financial planning.

Since beginning his career in investment services in 2018, Matthew has developed deep expertise in lifetime tax optimization, retirement distribution planning, and strategic wealth preservation. As both a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Tax Planning Certified Professional® (TPCP®), he integrates advanced tax-planning frameworks into every client relationship by helping families and business owners reduce lifetime tax liabilities, invest more tax-efficiently, and better align their financial decisions with long-term goals.

Matthew is a 2015 graduate of Wittenberg University, where he earned a Bachelor of Arts while double-majoring in Finance and Accounting. He also holds a Certificate in Financial Planning from Bryant University and is a licensed Investment Advisor Representative.

Committed to leadership and community service, Matthew serves on the Executive Board of the Tecumseh Council of Scouting America, having earned the rank of Eagle Scout in 2007. He is the current President of the Beavercreek Young Professionals and was honored as the 2022 Beavercreek Chamber Young Professional of the Year. Matthew is also an active member of the Ohio Society of CPAs and serves on its Dayton YCPA Committee.

Matthew’s mission is simple: deliver thoughtful, transparent, and tax-forward financial guidance that empowers clients to build and enjoy lasting wealth.

Collin brings a wealth of knowledge and a holistic approach to financial planning, guiding clients towards achieving their long-term financial goals. As a CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant® (ChFC®), he is equipped to provide comprehensive financial strategies with a focus on Estate and Insurance planning. His expertise has been featured in Forbes and MSN Money, showcasing his commitment to financial literacy.

Collin is a dedicated advocate for his clients and the community. He currently serves as the Treasurer on the Beavercreek Chamber of Commerce board and actively participates in the Financial Planning Association (FPA) and the local Young Professionals Network (YPN).

Collin's passion for finance and helping others stems from his diverse background. After completing a two-year church mission and graduating with a Bachelor's degree from Arizona State University, he embarked on a successful career as a financial advisor in 2021.

Raised as a military child, Collin's global perspective fosters a deep understanding of diverse financial needs. He was raised in Germany, where he met his wife Tirsa, a former Air Force service member. Together, they enjoy traveling and raising their two young sons.

Beyond his professional pursuits, Collin maintains an active lifestyle. He is a previous World Grand Champion in martial arts and enjoys the creative outlet of pen-making. He is also a dedicated member of his church community and volunteers with local non-profit organizations.

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. 

Nicole is a Client Operations Specialist with Anderson Financial Strategies.

Nicole began her career in finance in 2008 and joined Anderson Financial Strategies in 2024. Her career includes over 15 years of experience in the industry, working with mutual funds, annuities and retirements plans. She has experience working with individual clients and supporting financial advisors in the industry. She holds her Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.

On a personal note, Nicole resides in Dublin, OH with her husband, Matt and two sons, Carter & Colby. They enjoy traveling, spending time with family and attending sporting events.

Randall facilitates business relationships between Anderson Financial Strategies and other firms, as well as potential clients. 

After attending St. Xavier, Randall graduated from the Ohio State University earning a Bachelor of Science in Economics and immediately gravitated toward stock market analysis.  In addition, his degree aided him performing marketing and demographic research for the Castellini Group via the Cincinnati Sports Club.  Randall has a thirst for knowledge and is always working to expand his set of skills. 

Randall lives and works in Cincinnati in burgeoning East Walnut Hills.