Since 1998, David Bodner has committed himself to educating his clients and strengthening their financial situation. Though he specializes in personal and business retirement plans, David’s professional experience extends across a wide spectrum of financial services. He enables clients to make sound financial decisions that align with their long-term goals.
David is a board member of the Maumee Rotary Service Foundation and the Sylvania Masters Swim Club. In addition to being highlighted in Abec’s Small Business Review and the Toledo Free Press “Brain Gain” series, David was awarded the Toledo Twenty under Forty award in 2008 for his leadership accomplishments.
In his free time, he enjoys competing in triathlons, giving back to the community and traveling with his wife Beth.
Laura is a Toledo native, now living in Sylvania wit husband Aaron, of 26 years, 3 grown daughters and a Great Dane, named, "Ramona the Great!".
Joining our team in August of 2020, Laura is the head of Insurance and Risk Management as well as our Financial Planning services. Third generation in financial services, Laura brings depth to our team with extensive experience from both New York Life and Northwestern Mutual.
Laura has been recognized for her high standards and work ethic when working with clients. New York Life has awarded her, "2013 Rookie of the Year", "Life Insurance Summit of Leaders", "Executive Council Member", "Top 100 Producer", and "Centurian Life Producer" for her hard work and commitment to helping families and business owners.
Outgoing and always on the go, she can usually be found outdoors with "Ramona the Great" by her side!