David Goins, CFP®
Dave has been a financial advisor since 1993, having been associated with major brokerage firms before establishing Goins Wealth Strategies in 2009. He is a U.S. Naval Academy graduate and served eight years as a naval officer. He holds the FINRA Series 7, 63, and 65 securities registrations as well as life, health, and variable annuity insurance licenses. Dave is an Investment Adviser Representative of Commonwealth Financial Network® and a CERTIFIED FINANCIAL PLANNER® practitioner*.
Service, competency, experience, and ongoing education are indispensable components of the relationship Dave shares with clients. Working with successful families and professionals, he has developed and refined a process that puts all the financial puzzle pieces together for clients as their lives unfold and needs evolve.
Dave is the chair of the Board of Directors of Memorial Health Foundation and is an officer in the Columbus Chapter of the U.S. Naval Academy Alumni Association. He previously volunteered for the Admissions Office of the U.S. Naval Academy, providing information, mentoring, and conducting admissions interviews with Columbus-area candidates to the Naval Academy.
Dave's wife, Teresa, is an education administrator and enjoys her animals and hosting events at Orchard View Farm. They are proud parents of two adult children, Kyle and Regan.
Kyle Goins, CFP®
Kyle is a 2013 graduate of Capital University and has been a member of the firm since working on a part-time basis during college. He has held the FINRA Series 7 and 66 securities registrations as well as Ohio life, health, and variable annuity licenses since 2013. Kyle is an Investment Adviser Representative of Commonwealth Financial Network® and a CERTIFIED FINANCIAL PLANNER® practitioner*.
As coordinator of the firm's financial planning and review processes, Kyle analyzes each client's unique situation and then prepares or updates financial plans. He prepares for and participates in client reviews. He is also extensively involved in portfolio management and risk planning solutions.
Kyle is an alumnus of the Union County Chamber of Commerce Leadership Institute and is active in both the Union County and Dublin Chamber’s Young Professionals groups. An avid golfer, Kyle is devoted to fitness and previously umpired youth travel baseball. He also volunteered as a marshal at the Memorial Golf Tournament at Muirfield Village and the Dublin Irish Festival.
* The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, and have successfully completed financial planning coursework and have passed the CFP® certification examination covering the following areas: the financial planning process, risk management, investments, tax planning, and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.
Jodie is the Practice Manager at Goins Wealth Strategies. She has over 20 years of experience in the financial industry and is passionate about ensuring the highest level of service and experience for clients.
Jodie is a natural “people person” making her a wonderful first point of contact for our team. She efficiently handles your inquiry by taking care of it herself or connecting you to the person on the team best able to take care of it. We know you’ll enjoy speaking with her.
Jodie manages and coordinates all aspects of the client service experience, account administration, and office organization and processes. Drawing on her extensive background and skills, Jodie is also actively involved in our efforts to continuously improve upon the value the firm adds to clients.
In her free time, Jodie enjoys baking and jogging. She and her husband Chris also enjoy traveling. They especially enjoy traveling to Florida to visit their son Brandon, daughter-in-law Sury and granddaughter Zoey.