Ed Siddell, AIF®, CRPC®, CWS®
Ed is the president and chief investment officer of EGSI Financial located in Dublin, Ohio. He is an Accredited Investment Fiduciary®, 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 Master 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 regularly speaks at Ohio State University and was selected for and awarded the 2014, 2015, and 2016 Five Star Wealth Management Award. He was featured in the November 2014, 2015, 2016, and 2017 issues of Columbus Monthly Magazine and is a contributor to Investopedia and Forbes.com.
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, Ohio, with his wife and three sons and is a very active member of the community. He is a volunteer coach for several local youth sports teams, sits on the board of several nonprofits, is very active with the Boy 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 working at EGSI Financial and joining forces with her husband in 2012, she worked for Fifth Third Bank and JP Morgan Chase as a mortgage underwriter. LeAnne has a high expectation of the service offered at EGSI and continues to look for ways to improve the client experience.
LeAnne carries her Ohio Life, Health, and Annuity Insurance License and is working toward her Series 65.
LeAnne and Ed have been married since 2002 and have three sons: Jay, Ethan, and Seth.
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 bachelor’s degree in social and behavioral sciences, with a minor in history.
Stacey and her husband, Jon, an engineer, have been married since 2009 and have two 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 clients as they make their transition into retirement.
Ariana Bowen | Marketing Manager
Ariana has more than 10 years of experience in a customer service role focusing on developing platforms to increase retention, client experience, and marketing. Prior to her time with EGSI Financial, she attended Strayer University, where she obtained her MBA in marketing.
Ariana and her husband, Mike, have been married since 2015 and have one beloved pup. She loves to explore Columbus with her husband and spend time with their family on Lake Erie.