Team

Neil oversees the financial plans for individuals and businesses all across the country. With over 35 years of service in the industry, he provides expert advice on a wide range of areas including asset management, risk management, estate planning, insurance, qualified plans, and tax planning. His most important priority is the client. He loves listening to their journey, their “why”, and getting to know the next generation. The guidance he has provided from generation to generation is well documented and he receives countless compliments throughout the year. Neil earned a Bachelor’s degree in Finance from the University of Wyoming and an M.B.A. from the University of Notre Dame. He has been recognized by Forbes Magazine as one of the Top Advisors in Ohio. He resides in Toledo, Ohio with his wife Carol. They have 3 daughters and a Grandson.

Chris completed his Undergraduate Degree in Finance at Ashland University in 2010. His previous experience as a commodities trader provides a unique understanding of risk management that he is able to apply to client portfolios and plans. He lives in Perrysburg, OH with his wife (Katie) and son (Reid). He is an avid golfer, sports enthusiast and enjoys relaxing by a body of water whenever he has the chance.

Lukas is an investment advisor representative and holds his Accredited Investment Fiduciary® (AIF®) designation. With a strong background in Finance and Economics, his goal is to help leverage the complexities of the markets to create a comprehensive plan that adapts to his clients’ needs as they evolve. Managing wealth and risk through robust product offerings and cutting-edge technology, Lukas seeks to bring clarity and confidence to his clients and develop a relationship built on trust, consistent dialogue, and mutual respect.

Lukas loves what he does behind the scenes for his clients – such as market/investment research, risk analysis, and portfolio management – as well as what he does overtly with his clients – such as presenting strategies, discussing the markets, or just talking about life, family, and interests.

Mindy has a deeply rooted passion for building and developing meaningful relationships. This stems from her 20+ year career in business banking, mortgage lending and community development. Mindy specializes in customizing the Hyperion Wealth experience through deepening client relationships, event planning, philanthropic engagement, marketing and ongoing support of the Hyperion Wealth team. Mindy resides in Perrysburg with her husband, Chad, and two children, Daley and JB.

28 years in the financial services industry. I work as an advocate for my clients.

Carol received her degree in Computer Science and Management Information Systems from the University of Wyoming. She spent a portion of her career as a software and systems engineer. Her experience includes systems administration, programming, accounting and tax, payroll, inventory control, and Human Resources. She provides administrative support for the day-to-day business of Hyperion Wealth Group…formerly Garrison Financial, LLC. She enjoys tennis, pickleball, and traveling. She has three grown children and a grandson.

To provide the best possible service to our clients, we’ve aligned our practice with One Seven, a forward-thinking financial firm that provides valuable support for practices like ours. Through this partnership, we have access to robust resources, technology offerings, and professional expertise.

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