Broker Check

5060 Parkcenter Avenue Suite A Dublin, OH 43017

614-799-8668
jlindner@retirement-strategies.com
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Our Team

Through ongoing education, training and years of experience in the financial services industry, our team of professionals specialize in working with each client to create an environment conducive to reaching your investment management and retirement goals. We take the time to get to know you personally, provide education, review options, provide advice and maintain ongoing reviews to help you stay on track. We work hard to empower you and give you the tools to create a vision and gain confidence to be able to do what you want an spend retirement as you dreamed.

James Lindner

James A. Lindner CFP®, CHFC®, CLU®

President and CEO

614-799-8668

Jeffrey Foster

Jeffrey R. Foster CFP®, CRPC®

Chief Investment Officer

614-799-8668

Jerry Snyder

Jerry W. Snyder CFP®, MBA

Founder and Director of Financial Planning Services

614-799-8668

Jill Spradlin

Jill Spradlin CPA®

President at RS Tax and Accounting

614-799-3787

Lindsey Farley

Lindsey Farley

Client Services Manager

614-799-8668

Nathan Quilter

Nathan Quilter CFP®

Advisor

614-799-8668

Sherri Finley

Sherri Finley EA®

Accountant at RS Tax and Accounting

614-799-3787

Tamara Duvall

Tamara H. Duvall

Director, Client Services

614-799-8668

CFP® - Represents that this individual has attained the Certified Financial Planner® certification.  learn more at: https://www.cfp.net/

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CPA® - Represents that this individual has attained the Certified Public Accountant® designation.  learn more at: https://www.aicpa-cima.com/

EA® - Represents that this individual has attained the Enrolled Agent® designation.  learn more at: https://www.naea.org/

CLU® - Represents that this individual has attained the Chartered Life Underwriter® designation.  learn more at: https://www.theamericancollege.edu/CLU

ChFC® - Represents that this individual has attained the Chartered Financial Consultant® designation.  learn more at: https://www.theamericancollege.edu/ChFC

CRPC® - Represents that this individual has attained the Chartered Retirement Planning Consultant® designation.  learn more at: https://www.kaplanfinancial.com/wealth-management/crpc

MBA - Represents that this individual has attained a Masters of Business Administration

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