facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search

Our Independence Is An Unfair Advantage

Every entity of the ValMark Financial Group provides financial solutions, services and products that enhance our team’s ability to better serve you. We’ve carefully selected ValMark as one of our strategic partners based on its commitment to excellence, holistic financial planning and high touch relationships. With ValMark’s proven credentials and our team’s years of experience, you can be confident that you’re receiving advanced and time tested financial advice.

Executive Insurance Agency, Inc.
ValMark Advisers, Inc.
ValMark Policy Management Company, LLC
ValMark Securities, Inc.

  


Strategic Planning Partners


In addition to our strong connection with ValMark Financial Group, we can partner with your other trusted advisors such as your estate planning attorneys and CPAs. We also offer tax advice through Secure Future Tax Advisors.

Secure Future Tax Advisors Team:

Craig Roddy, M.S. Taxation, CIMA

Craig Roddy, M.S. Taxation, CIMA

Craig received his B.S. in Accounting from Wright State University and his Master of Taxation from the University of Cincinnati.  He attended the University of Pennsylvania’s Wharton Business School where he obtained his Senior Investment Consultant Certification (CIMA). He served 3 years in the military as an Associate Electrical Engineer.  Craig has 35 years of experience in the financial services industry and a passion for business advisory.  He is an expert in advising businesses and clients on Qualified Plan Compliance Analysis, Trust and Estate Consulting, Financial Statement Preparation, Budget Analysis and CFO & CIO Outsourcing.  He has expertise in Tax Accounting, Tax Preparation for Individual, Estate, Corporate, S-Corp’s and Partnerships.  Craig provides a thorough and thoughtful approach when reviewing client’s current and future financial and tax issues.

Craig has been married 35 years to his wife, Carol and they have three children and four grandchildren.  When he isn’t working, Craig enjoys all outdoor sports, camping and hiking.

Dave Seving, CPA

David W. Seving, CPA

Dave has been a Certified Public Accountant since 1987 and is licensed in the state of Ohio. He has 31 years if public accounting experience. He can prepare tax returns in all 50 states.  He has expertise in bookkeeping, financial statement preparation, payroll tax preparation, income tax preparation, business consulting, and IRS representation pertaining to clients. Dave is a member of the American Institute of Certified Public Accountants (AICPA); the Ohio Society of CPAs (OSCPA), a registered preparer and e-filer with the IRS. 

Susan McCarthy, M.A.

Susan McCarthy, M.A.

Susan McCarthy, a lifelong resident of the Miami Valley; has nearly 30 years of accounting experience.  Her experience was gained at For Profit and Not for Profit Organizations.  Susan continues to expand her knowledge base with over 5 years of tax work.  During her numerous years of accounting, Susan has obtained her A.A. degree in Accounting from Sinclair Community College, B.A. in Psychology from Wright State University and her M. A. in Management from Antioch University.  Susan is looking forward to further expanding her education and experience by earning her E.A. Certification from the IRS and becoming a Quickbooks Pro to better serve her clients.

When Susan is not busy working with her clients, she is out running and cycling the numerous trails in the local area.  She has run over 60 5k’s and is considering an attempt of 6 or 7 half marathons this year.

Cheryl L. Bailey, CPA

Cheryl L. Bailey, CPA

Cheryl obtained her CPA license in 1981 and is a graduate of Wright State University where she majored in accounting.  She prepares tax returns of all kinds and is also proficient in QuickBooks software. Cheryl excels in a variety tax preparation tasks as well as accounting and bookkeeping activities.