Consolidated Financial

Taylor England is a CFP® professional with one year of experience at Consolidated Financial. He has held roles at Beverage Marketing Group, LLC, and serves as a Staff Sergeant in the Ohio Army National Guard. Outside of finance, he works part-time in beverage marketing and military coordination. Consolidated Financial Management Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension plan services, constructing portfolios using equities, ETFs, bonds, and mutual funds.

Andrew Roseberry is a financial advisor with Consolidated Financial in Dublin, OH, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Consolidated Financial since 1998. In addition to his advisory role, he is an independent insurance agent specializing in property and casualty insurance. Consolidated Financial Management Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, constructing portfolios from a range of securities and offering both discretionary and non-discretionary management.

Edward Bell is a CFP®, ChFC®, and Series 63 credentialed advisor with 25 years of industry experience. He has been with Consolidated Financial since 1998 and serves as a managing member and partner of the firm. Consolidated Financial Management Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, constructing portfolios using equities, ETFs, bonds, and mutual funds based on third-party research.

Jeffrey Bell is a financial advisor with Consolidated Financial in Dublin, OH, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Consolidated Financial since 2006. Consolidated Financial Management Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, utilizing both discretionary and non-discretionary investment strategies.

James Curry is a CFP® with 39 years of experience in financial services. He is affiliated with Consolidated Financial and has held roles at Lincoln Investment, Great American Advisors, Inc., and The Wiseman Agency. Outside of advising, he acts as an insurance agent and consultant primarily in group benefits and individual life insurance. Consolidated Financial Management Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management, financial planning, consulting, and pension/401(k) plan services, utilizing a mix of discretionary and non-discretionary mandates and incorporating third-party research in portfolio construction.