Director of Financial Planning, Advisor: Callahan Financial
Al passed his Certified Financial Planner® test in 2006 and holds the FINRA 7, 66 and State Life and Health licenses. With over 20 years of experience, Al brings a lot of experience and knowledge to the group. Al has been married for 30 years to his wife Felicia, and they have four children.
Words I Live By
You win with people.
You Should Know…
- I attended Ohio State University on an Evans Scholarship.
- I am currently the Treasurer for the Munich Sister City Association of Greater Cincinnati.
My Literary Love
Failing Forward by John Maxwell
The Best Getaway
Anywhere with my family
My One Seven Reason
The best part about our firm is that we craft a plan that does what is right for each client’s situation, not based on products we can sell.
MGO One Seven LLC (“MGO One Seven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Services are provided under the name Callahan Financial, a DBA of MGO One Seven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.