Art joined Ohio National Financial Services Caputo Agency in 2003 as a Registered Representative and financial services professional. He has been licensed in the financial services industry since 1996, earning his FINRA Series 7 & 63. He is a three-time member of the Million Dollar Round Table and a member of the National Association of Insurance and Financial Advisors, Toledo chapter. Art has also earned the National Quality Award and achieved Wall of Fame honors from Ohio National Financial Services.
Art focuses on working with individuals, families, and small businesses to assist them in forming the foundation for their long-term financial security. He uses a customized approach with every client, as their objectives determine the process by which their goals can be achieved. Art specializes in Disability Income planning, business planning, estate planning and the avoidance of unintentional wealth transfers.
Art and his wife, Sandy, live in Sylvania, Ohio with their two children, Kelsey and Nicholas.
BBA (Marketing), University of Toledo, 1995
Registered Representative of The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 513.794.6794.
Licensed to offer insurance and annuities in: GA, FL, IN, MI, OH & NC
Licensed to offer securities in: FL, GA, IN, MI, NC, NV, NY, OH, VA, AZ