Deborah Tiell

Founder, Partner, Financial Advisor & IAR

Over 25 years ago, my career as a financial advisor was written in the stars. From humble beginnings working out of the trunk of my car, and going door to door for business, I opened a physical office in 2004 in Bascom, Ohio. The company has grown vastly since then, as we currently employ 11 associates and service clients in over 20 states. I specialize in 401(k) rollovers, efficient tax planning and retirement strategizing. I received education from Tiffin University and currently hold Series 6, 63, 65 and 26 registrations. 

Over the years, I have been involved in several of the top financial continuing education programs, such as, Learning Institute for Tax Efficiency, and a qualifying member of the Million Dollar Round Table, which is a Premier Association of Financial Professionals.  

I was honored to be the 2018 recipient of the Women’s Career Excellence Award at the Annual Meeting of the Seneca Regional Chamber of Commerce & Visitor Services. This award honors individuals who strive toward the highest levels of professional accomplishment - who excel in their chosen field, have devoted time and energy to their community in a meaningful way, and who also open paths so that others may follow

My husband Ron and I enjoy spending time with our children and grandchildren. I am actively involved in my church and can be found spending time at Lake Erie and traveling in my downtime. 

Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client's evaluation.


Phone 419-937-2879
Fax 419-937-2875