Who We Are

We are a small firm
focused 
on your planning needs.
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Lori L. Eisel, MS, CFP®, EA, CDFA®
For more than 20 years, Lori has dedicated her career to helping people make good financial decisions. She holds a masters degree in Family Financial Management from The Ohio State University, where she also served many years as adjunct faculty and continues to be a frequent presenter and guest speaker.

Lori is a Certified Financial Planner™, an Enrolled Agent, and a Certified Divorce Financial Analyst®​.

Lori received the Women's Choice Award® in 2018, 2019, 2020, and 2021. ​ She was also chosen to receive the Pickerington Area Chamber of Commerce ATHENA Leadership Award in 2019.
Lori is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), Institute for Divorce Financial Analysts (IDFA), and Central Ohio Academy of Collaborative Divorce Professionals (COACDP).  She has been quoted in The Wall Street Journal, Financial Planning Magazine, Wealth Management Magazine, The Columbus Dispatch, Columbus CEO, Women in Business, and served as a monthly columnist for MomStyle, a publication of Columbus Parent.

A recent widow herself, Lori is currently writing a book to help widows wade through the complex financial and legal matters that accompany the death of a life partner.
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Amanda Mazik, FPQP™ designee
Amanda Mazik is a graduate of The Ohio State University with a Bachelor of Science degree in Human Development and Family Science. Amanda frequently made the Dean’s list during her tenure at OSU. She also held a student position at The Ohio State University Wexner Center in the Volunteer Services. Amanda received a full scholarship from the Financial Planning Association and the College for Financial Planning for the College's Registered Paraplanner professional designation program.  She completed and earned the Financial Paraplanner Qualified Professional™ designation in 2019.

In 2020, Amanda was nominated to receive the Pickerington Area Chamber of Commerce ATHENA Emerging Leader Award.

She completed the IRS 2021 Annual Filing Season Program which seeks to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism.

Amanda and her husband, Joe, now reside in Pickerington after being stationed in Twenty-Nine Palms, CA during Joe's enlistment with the U.S. Marine Corp.  The military holds a special place in Amanda's heart and she plans to focus her financial planning career on serving the needs of military families.

Amanda also has a passion for helping people. A few things Amanda values are honesty, reliability, and timeliness.

Let's get started.
Do something your future self will thank you for.