Understanding your financial challenges ... first-hand
Mohlman Financial was founded in 2012 by Jeffrey Mohlman, Director and Bryan Pitstick, Insurance Agent. Together they bring 17 years of experience in Safe Income Solutions to the clients of Mohlman Financial. It was their goal in 2012 to leave behind the conventional brokerage and insurance company model of "selling" to a client. For more than 12 years Mohlman and Pitstick trained new insurance agents on the “needs based approach’ to meet a client’s needs. Each situation that a client brings to the Firm is as unique as they themselves. They understand that there are also solutions that are equally as unique.
As with most important matters, Mohlman Financial realizes that they cannot be the one solution for everything and it is probably not in their client’s best interest to be everything to everyone. To provide the most well-rounded and effective strategies they have developed referral partnerships with CFP’s, RIA’s, CPA’s and Attorney’s in Dayton and Cincinnati. When working on a strategy that requires a specialist in one of these areas due to their existing relationships a client can have a complementary consultation scheduled at their convenience.
Mohlman Financial also services the special considerations presented to the LGBT Community to help them achieve their goals in an often changing landscape. It is the pleasure of the Firm to get to know you and the best ways to serve your Retirement Income Planning needs. Thank you for stopping by and learning about us.
Jeff Mohlman joined MetLife in Dayton, OH in 2002 where he became a Financial Planner and a CLTC. While at MetLife, Jeff was part of the inaugural MetLife "Retire-Wise" Team in 2006 in which he educated employees of local companies such as MetLife, General Motors, NCR and Standard Register on ways to prepare for retirement. While at MetLife he also served as the leader of the "Delivering the Promise" Team which served 80% of the Fortune 500 companies and their employee's to assist them in transitioning their group benefits following a death.
He was also an active member of the Dayton Association of Insurance and Financial Advisers. In 2009 Jeff took an opportunity to hire, develop and lead a Sales Team by moving to CNO Financial Group in Dayton, OH. Upon arriving at CNO the Dayton Office had about 6 insurance agents, by 2011 with Jeff's guidance and leadership the office had grown to over 36 insurance agents.
In 2012 while with CNO Financial, Jeff was asked to become an Independent Financial Adviser to complement his Insurance Business, in 2012. He took on the role of Director of Mohlman Financial in August 2012. The vision of Mohlman Financial was to leave behind the conventional brokerage and insurance company model of "selling" to a client. Since inception they have instead moved toward a more "personal" and "client-focused" approach using strategies determined by the client and their fact finding approach.
Jeff is also a member of the National Ethics Association, the North American Independent Life Insurance Brokers Association, (NAILBA) and the National Association of Insurance and Financial Advisors, (NAIFA).
Away from work Jeff is the President of the Wagner Hill Homeowners Association in Bellbrook, OH and an active member of the Greater Dayton PFLAG association which supports a world where diversity is celebrated and where all people are respected, valued and affirmed inclusive of their sexual orientation. In his spare time Jeff's family is hosting their 9th Foreign Exchange Student. Jeff was also Co-Creator, Director and coach of the Ohio Swarm High School Basketball Program for many years. He also served as the High School Youth Minister for St. Paul Church in Yellow Springs, and as assistant High School Religous Educator at St. Raphael Church in Springfield in for about 8 years.
In his spare time Jeff's family are hosting their 8th Foreign Exchange Student at Bellbrook High School. In addition to Safe Money Strategies, a passion of Jeff’s is real estate rehabilitation for new home buyers. His group locates run down properties in the Dayton area, search for a future buyer and plan the renovation through the eyes of the buyer to give the buyer a dream house without the dream-house cost.
Bryan Pitstick joined Bankers Life and Casualty Company in Dayton, OH in 2011 as an insurance agent, primarily focusing on Risk Management. During his time with Bankers Life, Bryan found a passion for helping new agents understand risk management and how it relates to client concerns.
To pursue this passion, he took a promotion away from Bankers Life to join CNO Financial in 2013. This step gave him the responsibility of managing the success of others, while still assisting his clientele in their Risk Management Strategies. During his time with CNO Financial, Bryan completed his CLTC designation through The American College, and was named to the inaugural class of Top Gun Producers at Bankers Life.
After a year spent educating new agents and building his Practice, Bryan chose to focus solely on building his Practice. To do that he took a lateral move to become an independent insurance agent in the fall of 2014. A year later, in early 2015, to improve his knowledge and execution of Risk Management and Safe Money Strategies, Bryan joined Mohlman Financial. He is also a member of National Ethics Association (NEA) and the National Association of Insurance and Financial Advisors (NAIFA).
In his spare time Bryan coaches youth soccer in Fairborn, OH. He is also involved in the rehabilitation of real estate through his volunteer efforts with Kerry Properties Group, LLC.