Your Investment Team
Telhio Investment Services is a relationship-based organization seeking to provide quality advice, effective implementation, and superior service to their individual and corporate clients. We help our clients attain financial security and independence. We focus on building long-term relationships founded on mutual trust and respect.
Check the background of your financial broker at
Teresa Russell, LUTCF
Teresa attended The Ohio State University and has been in the financial services industry for more than 10 years. An alumni member of Delta Delta Delta Sorority, Teresa resides in Powell with her husband and two children. She is involved with several charitable organizations, including the American Red Cross, and the Leukemia and Lymphoma Society. Teresa is a member of the National Association of Women Business Owners (NAWBO), as well as a member of the Business Advisory Council for Olentangy Local Schools.
Teresa brings an all inclusive perspective to working with her clients, helping both individuals and businesses to build their financial future. Teresa can help members develop options for their current and future financial needs. From developing, executing and managing strategies to implementing plans, Teresa is here to help you address your financial goals.
Brian Sweeney, CFP®
Brian has spent the last 11 years involved in the investment services & financial planning world. His initial experience came from Merrill Lynch, where he worked as an investment advisor on a team that managed over 250 million of assets. He later moved to Raymond James where he spent time developing his investment management, retirement planning and tax strategies skill set, until settling in with LPL Financial. Brian's primary focus and experience is investment management as well as advanced financial planning and tax strategies when working with clients. Brian has earned his degree in Finance from Ohio University while playing football, as well as earning his MBA from California University. Brian also holds his certificate in financial planning from Bryant University as well as his CERTIFIED FINANCIAL PLANNER® designation, adding a more in depth and trusted approach for clients. He is also finishing his CPA designation for in depth tax planning strategies.
Brian and his team encompass all aspects of financial planning when working with clients. He prides himself on the ability of his team to add value, establishing comprehensive financial planning services, long term growth strategies, and implementation and management with a goal to simplify and maximize financial well-being.
Brian is originally from Pittsburgh, PA but currently resides in Grandview Heights, OH with his fiance, Ariana.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member
SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Telhio Credit Union and Telhio Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial.
|Not NCUA Insured -Not Credit Union Guaranteed -May Lose Value