Our Team

Professional Specialties:

Financial Planning

Investment Management

Estate Planning

Retirement Plans

College Funding Planning

Retirement Planning

Mutual Funds

Life/Disability Insurance

Pension Plan Rollovers

Long-Term Care

Qualifications:

Doctor of Law, Ohio Northern University Law School

Rocky Mountain College, Billings, Montana

Hope College, Holland, Michigan

Chartered Financial Consultant^® (ChFC^®), American College

Chartered Life Underwriter^® (CLU^®), American College

Certified in Long-Term Care (CLTC)

Founded Columbus Financial Concepts, May 1985

Member:

Society of Financial Service Professionals

Financial Planning Association

Worthington Estate Planning Council

Personal:

Born: Sault Ste. Marie, Michigan, 1954

Member:

Scioto Valley Rugby Football Club –Old Boy

Wedgewood Golf Club

Dublin A.M. Rotary Club-President, 2004-2005

Dublin A.M. Rotary Charitable Foundation –President 2013-2014

Dublin Chamber of Commerce

Leadership Dublin-Class of ‘99–President, 2008-2009 - Shillelagh Award Winner 2010 Dublin Businessperson of the Year - 2005

Dublin Grand Leprechaun 2013

Dublin Foundation, Board of Governors 2007- 2015 - President 2013 - 2015

Vista Community Church

Interests:

Golf, reading, Horizon Prison Ministry, community volunteer

Philosophy:

“God has given me the talent to help people plan and achieve their financial goals. My objective is to use these talents to benefit clients as much as possible.”

     Recently joining the team, Cassie Brown serves as Client Advocate for Columbus Financial Concepts. As a graduate of Columbus State Community College with an Associate Degree in Business Management, Cassie has over 20 years of administration and accounting experience, which complement her dedication to serving clients and continuous professional growth.

     Cassie's warm personality and genuine care for others help build strong client relationships, creating a supportive atmosphere where clients feel understood and confident in the team's commitment to their financial well-being.

     Outside of her professional career, Cassie is a creative and adventurous individual who values quality time with family and lifelong learning. As a proud mother of two, she stays busy exploring new restaurants/places, cooking, and creating meaningful memories with her children. Her passion for creativity shines through her love of live music, crocheting, and crafting projects that allow her artistic side to flourish.