Josh Pick has spent nearly two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 7, 63, and Life & Health licenses, and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker and an active member of the Millon Dollar Round Table's highest honor: Top of the Table , Josh frequently hosts public educational workshops in the community on a variety of financial and retirement topics. Josh is also frequently requested to speak nationally to groups of financial professionals and various universities in the areas of retirement planning, social security, and tax efficient income distribution. Josh is a proud graduate of the Ohio University with a degree in Finance. Josh lives in Lewis Center, Ohio with his wife Kylene and two sons.
Matthew Fields, CPA, MBA, JD
Matthew received his Juris Doctorate and Master of Business Administration from The Ohio State University. He also received a Bachelor of Science degree from Houghton College (New York). He is Certified Public Accountant and is licensed as an Attorney in the State of Ohio. His licenses include the Series 7, 63 and 65, and he also holds a State of Ohio Insurance license.
Laura Miller, a graduate Columbus State University and licensed inurance agent, started with Aptus in 2004 as a new business case manager. She has quickly worked through the Aptus ranks: working in licensing, case design, and, now, guides the entire staff as office manager. Laura lives in Hilliard, Ohio with her husband, daughter, and small menagerie of pets. Outside the office, Laura works at a dance instructor teaching a senior competition team.
David specializes in the areas of wealth accumulation and distribution, estate planning, and wealth transfer. His approach is client-centered; focusing on his analysis of the clients goals and views for the future along with key economic factors. His proven and insightful knowledge of the retirement, estate and business planning process provides Aptus's clients with truely objective solutions.
Prior to Joining Aptus David has worked in the financial industry for the past 13 years. He was the RVP for Nationwide insurance wholesaling life insurance and annuities through the captive agent distribution channel. David also brings several years as the RVP for a General Agency wholesaling and point of sale for life and annuity products to multiple wire house firms across the country.
David attended Flagler College in St Augustine Florida on a baseball scholarship and then transferred to The Ohio State University. He holds his Series 6, 26, 63 and Life and Health License. David currently lives in Mansfield, Ohio with his wife, Robin, and 2 sons, Dane & Brayden. In his free time, David enjoys traveling, playing golf and spending time with his family.
Case Planning Specialist
Gregg Mumper is a lifelong resident of Central Ohio and a graduate of Bowling Green State University. He is the newest member of the Aptus Tax Advisory Group and has spent a large portion of his professional life helping clients design and implement sound financial solutions. Gregg’s client-centered philosophy has served him well throughout his career as an advertising executive, financial advisor and new home sales consultant working with clients to enhance and protect their financial future.
When not helping provide superior customer service and designing cases for clients, Gregg lives in Dublin and enjoys reading and writing fiction, watching, coaching and playing a variety of sports and of course spending a great deal of time with his teen-age children. His greatest joy is helping them to realize some of their dreams, goals and aspirations so their future is enhanced and secure as well.
Jason Penberthy began working for our company 9 years ago as a new business case manager. Jason completed his education in his hometown of Barnstable, Massachusetts before moving to Columbus, Ohio to pursue additional career opportunities. Having worked in customer service for over 16 years, Jason truely enjoys helping people and making sure their experience with Aptus is a positive one.