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    Ed Siddell | CEO

    Ed is the founder and principal of EGSI Financial, located in Dublin, OH. He is a Chartered Retirement Planning Counselor®, Certified Wealth Strategist® and Investment Advisor Representative with a B.S.B.A. in Business Law. He is currently working on his Masters of Science in Financial Planning which includes his CFP. He has been acknowledged by a number of local and regional publications as well as Radio and TV stations as one of the leading independent financial advisors in the area. He speaks at the Ohio State University and has been selected and awarded 2014, 2015 & 2016 Five Star Wealth Management Award and was featured in the November 2014, 2015 & 2016 issues of Columbus Monthly Magazine.

    Ed believes everyone should live a life of retirement by design, not by default. He recognizes the importance of preserving the assets accumulated for retirement and the need for reallocating assets as you transition from the working years to the retirement years. Focusing on the unique needs of retirees and transitioning boomers, He utilizes investment strategies to help avoid uncompensated investment risks and insurance products to protect one’s life savings from the unnecessary risks of market fluctuations, avoiding fees and when possible, creating better tax efficiency. He has also helped his valued clients to ensure their life savings can be used to produce an income to last throughout the duration of the retirement years while still keeping up with inflation.

    In addition to operating one of the region’s leading financial advisory practices, Ed regularly conducts educational seminars for Ohio and the surrounding area on the importance of proactive planning and the potential challenges that may arise in retirement without sound strategies in place. Ed lives in Dublin, OH with his wife and three sons and is a very active member of the community. He is a volunteer coach for local youth sports teams, sits on the board of several non-profits, is very active with the Boys Scouts of America and as an Eagle Scout, is a committee member of NESA (The National Eagle Scout Association).


    LeAnne Siddell | Office Manager

    LeAnne has more than 20 years of experience in Client Relations. Prior to joining EGSI Financial, LeAnne worked for Fifth Third Bank and JP Morgan Chase as a mortgage underwriter before deciding to join forces with her husband of 15+ years. LeAnne has an expectation of the service offered at EGSI and continues to look for ways to improve the "Client Experience".

    LeAnne carries her Life, Health, and Annuity License and is working towards her series 65.

    LeAnne and Ed have been married since 2002 and they have 3 sons, Jay, Ethan and Seth. LeAnne enjoys being with her husband and boys, whether attending their sporting events, scouts or playing ping pong. She is very involved in their church and has a passion for serving God.


    Stacey Pitney | Client Services

    Stacey has more than 10 years of experience in an administrative role specializing in developing platforms to increase client relations, marketing, and production. Prior to her time with EGSI Financial, she attended The Ohio State University, where she obtained a BA in Social and Behavioral Sciences with a minor in History. Stacey and her husband Jon, an Engineer, have been married since 2009 and have 2 children. Stacey loves to travel to Florida with her husband and kids, their favorite destination being Walt Disney World. Here at EGSI Financial, Stacey has a very important role, Client Relations. Her goal is to support the clients as they make their transition into retirement.


     


    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@egsifinancial.com or call us at (614) 526-4118 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Complimentary Report
    "The Social Security Decisions”
    Learn important variables to consider as you create a sound retirement income strategy for the days ahead.
  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

    About EGSI Financial
    Meet Ed Siddell
    Ed is a Certified Wealth Strategist and Investment Advisor Representative and has been acknowledge by a number of local and regional publications as of the leading independent financial advisors in the area.
    learn more about Ed Siddell
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    EGSI Investment Management d/b/a EGSI Financial Group (EGSI) is a Registered Investment Advisory Firm registered with the State of Ohio . Please contact EGSI if there are any changes in your personal or financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to the management of your account. Our Form ADV Part 2A & 2B are available upon request. RIA Discalmer | Privacy Policy | FINRA’s BrokerCheck

    If you have any questions or concerns, call 614-526-4118

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.