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President & Chief Wealth Strategist
As President & Chief Wealth Strategist, Shon delivers premium expertise to clients in order 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 and are blessed with triplet daughters Elizabeth, Bridgette, and Alexandra along with their son Jacob and 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.
Wealth Strategy Advisor
Matthew “Matt” Peck is a Wealth Strategy Advisor with Anderson Financial Strategies. Matt began his career in investment services in 2018 and brings a healthy and diverse set of capabilities to the team. He provides comprehensive financial planning and investment advice to clients of the firm.
Matt is a 2015 graduate of Wittenberg University, where he obtained a Bachelor of Arts degree while double majoring in finance and accounting. While an undergrad at Wittenberg, Matt served as the Treasurer of the Beta Theta Pi Fraternity and was a member of the Tau Pi Phi Business & Economics Honorary Society. He also holds a Certificate in Financial Planning from Bryant University. Matt is a licensed Investment Advisor Representative and has earned the distinguished designation of Certified Financial Planner™.
On a personal note, Matt is a native of Ottawa, Ohio and currently resides in Beavercreek, Ohio. He enjoys watching college sports in his free time, with his favorite teams being the Notre Dame Fighting Irish and the Wittenberg Tigers. When he’s not watching college sports, he can usually be found on a body of water fishing with friends and family.
Wealth Strategy Associate
As a Wealth Strategies Associate, Sarah assists in delivering premium level services to clients of Anderson Financial Strategies.
Sarah began her career in finance at an agricultural based loan company where she studied economic trends & analysis. Currently, she is finishing her Bachelors degree in financial services at Wright State University with a spring graduation date. Sarah discovered early on that she has a passion for helping others through personal finance. She is committed to doing what is best for the client and their goals.
On a personal note, Sarah grew up farming with her family. She enjoys attending church events and horseback riding. Growing up Sarah was enthusiastic about volunteering for local organizations in her community.
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.