Here’s our story.
We look forward to hearing yours.

About EGSI Financial

We help create sound retirement income strategies through insurance products for people in or nearing retirement so that they can have confidence in their retirement income.

EGSI Financial | Ed Siddell, CRPC® CWS® | CEO

Ed Siddell, CRPC® CWS® | CEO

Ed is the founder and principal of EGSI Financial, located in Dublin, Ohio. He is a Certified Retirement Planning Counselor®, Certified Wealth Strategist®, and Investment Advisor Representative with a Bachelor of Science in business administration with a focus on business law. He is currently working on his Master of Science in financial planning, which includes his CFP® certification.

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 Ohio State University, has been selected for and awarded the 2014, 2015, and 2016 Five Star Wealth Management award, and was featured in the November 2014, November 2015, and November 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 assets accumulated for retirement and the need for reallocating assets as you transition from the working years to the retirement years.

EGSI Financial | LeAnne Siddell | Office Manager

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 of 15+ years, 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 Life, Health, and Annuity license and is working toward her Series 65.

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

EGSI Financial | Stacey Pitney | Client Services

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.

EGSI Financial | Ariana Bowen | Marketing Manager

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.

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!

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