Understanding your financial challenges ... first-hand

About: Mohlman Financial

Mohlman Financial was founded in 2002 by Jeffrey Mohlman, Director and Broker. Bryan Pitstick, Broker joined the Firm in 2012. It was their goal in 2012 to leave behind the conventional brokerage and insurance company model of "selling" to a client. Each situation that a client brings to the Firm is as unique as the client them selves. Jeff and Bryan understand that each situation has solutions that are also equally 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 strategic partnerships with Wealth Manager’s, CPA’s, Attorney’s, Managed Healthcare Companies and Auto and Home Broker’s in Dayton and Cincinnati.

 

Mohlman Financial also services the special considerations presented to the LGBT Community to help 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.

 

Jeffrey A Mohlman

Jeff Mohlman is the Director of Mohlman Financial and has served his clients since 2002 as a Financial Planner,  retirement income specialist and works with asset optimization. He joined MetLife in Dayton, OH in 2002 where Mohlman Financial was born. It was at MetLife where he became a Financial Planner and a Long Term Care specialist. 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 Director 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.

 

In 2012 Jeff become an independent financial adviser to complement his insurance business. It was during this time that Jeff had watched his family prepare to sell off his 95 year-old grandfather’s farm to pay for his ongoing care. This memory is the purpose to why Mohlman Financial ‘seeks to help people optimize their assets and their opportunities’.

 

Jeff became a John Maxwell Certified International Speaker and Coach in 2016. He 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) and the Miami Valley chapter of S.O.F.A.

 

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. At home Jeff and his spouse annually host foreign exchange students through Bellbrook High School and ERDT/SHARE.

 

 

 

Bryan Pitstick

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 full-time.

 

During 2016, Bryan along with Jeff partnered with Society for Financial Awarenss (SOFA); which is a non-profit to teach employees financial literacy. In 2017, seeing all the changes and concerns regarding Social Security in recent times he also completed training to receive his NSSA designation (National Social Security Advisor). 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.

 

Mohlman Financial Company Affiliations

ABOUT US

 

Founded by Jeff Mohlman in 2012, Jeff brings 14 years of industry experience in Safe Retirement Income Planning to the clients that he and his team serve. It was Mohlman's goal .....

Mohlman Financial

4257 Mona Circle

Dayton, Ohio 45440

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Mohlman Financial Company Affiliations