AssetDynamics Wealth Management

CONNECT

Address:

Guiding Clients to Contentment in the Present & Hope for the Future by Helping Them Make Wise Financial Decisions & Minimize Emotion-Driven Money Miskakes
3335 Meijer Drive, Suite 100, Toledo, OH 43617

Phone:

419-841-6700

Fax/Other:

419-841-6836

Our Associates

Don Roork, CFP

Don Roork, CFP® CKA®

Certified Financial Planner™

Certified Kingdom Advisor™

 

 

 

Don is the President & founder of AssetDynamics Wealth Management.

 

Bowling Green StateUniversity Graduate, Degree in Business Administration.

 

Certified Financial Planner Designation from the College for Financial Planning of Denver, Colorado.

 

Series 7 Registered Representative and Series 24 Registered Principal with FSC Securities.

Series 3 license in Commodities.

Over 35 years experience as a financial advisor, and regularly conducts personal investment management seminars.

 

Has appeared on local WTVG Channel 13's, "Ask the Expert" noon newscast.  For 3 years, he was the host of a weekly television program called "Financial Forum" airing on Channel 48 in Toledo, Ohio.

 

Has been quoted in US News and World Report, Forbes, and CNBC.

 

Served on the Board of Directors of the Toledo Estate Planning Council.

Former Chairman of the Board, three time President and Ethics Officer of the Northwest Ohio Chapter of the Financial Planning Association (FPA), a leading association for Certified Financial Planners.

Don recently agreed to serve on the program committee for the 125 member local chapter of the Society of Financial Service Professionals. The Society is another leading association helping financial advisors to keep up to date on the ever changing financial tools and techniques to help clients reach their goals.

Don is an ACBC (Association of Certified Biblical Counselors) Certified Biblical Counselor, and uses his counseling training to help clients avoid irrational behavior, or silly, emotion driven mistakes that negatively affect investment returns and achievement of long range financial goals.

For the past seven years, Don has been the local branch director for the Toledo Kingdom Advisors chapter www.KingdomAdvisors.org. Kingdom Advisors has branches in over 200 cities througout the U.S., and certifies and launches biblically-wise financial professionals. Kingdom Advisors has been a great help to Don in integrating biblical wisdom to help clients achieve life balance while helping them achieve their long term goals and objectives.

Don & his wife, Pam, have three children and are blessed with eight grandchildren. Don and Pam attend CALVARYChurch in Maumee, Ohio, where Don serves on the finance committee and Deacon Board. They both enjoy teaching classes at CALVARYChurch on topics including "Freedom From Fear," "Freedom from Addiction," "Freedom in Christ," "Classic Christianity," "INSIDE OUT Life Transformation," "Biblical Finance Workship," and "Put Emotions in their Proper Place." Don & Pam enjoy great fulfillment in helping others find hope when times are tough through biblical counseling.

 

Phone419-841-6700
Fax419-841-6836

Brenda Kennedy

Brenda Kennedy

Registered Assistant

Brenda joined AssetDynamics in 2013.  She has a heart to serve clients with excellence. She is a Series 6 licensed Registered Assistant and is licensed to serve client insurance needs. Before joining AssetDynamics Wealth Management, Brenda served as the business manager for the local Crisis Pregnancy Center and she served 15 years as the business manager for CALVARYChurch in Maumee, Ohio.

Brenda has been married to her husband John for 24 years, and they have three children.  She enjoys spending time with her family, camping, and yard work.  Brenda and John attend CALVARYChurch in Maumee, Ohio.

Phone419-841-6700 ext. 240
Fax419-841-6836


Sandy Self

Sandy Self

Client Service Representative

Sandy has been with AssetDynamics Wealth Management since 1998. She is a client service associate and has a great gift in keeping our office organized. Her responsibilities are making sure that prospectuses are up to date, supplies are ordered, filing is current, and she is in charge of client communications. Sandy schedules client review appointments, provides service to our clients and coordinates activities related to client events. 

Sandy and her husband, Bill, are wonderful examples of leading and loving their three children and four grandchildren. They have been tireless servants to those in need, and serve at CALVARYChurch in Maumee, Ohio.

 

Phone419-841-6700
Fax419-841-6836

 E-mail

 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck