I am thrilled to announce that I have achieved the prestigious Top of the Table MDRT qualification. As the President and Owner of Intelliplan Financial in Gahanna, Ohio, this is a coveted milestone achievement in my career. To be recognized among the top professionals in the competitive global life insurance and financial services industries is a true honor.

Membership in the exclusive group of Top of the Table represents an internationally acclaimed standard of excellence, and I am privileged to be a part of it. The MDRT affiliation provides me with invaluable tools and resources that enable me to serve my local and national communities better.

At Intelliplan Financial, I provide comprehensive financial planning and investment advice through Prosperity Capital Advisor, an SEC registered Investment Adviser. As a Certified Financial Fiduciary® conferred by the National Association of Certified Financial Fiduciaries (NACFF), I am wholeheartedly dedicated to delivering the highest level of service while always acting in the best interests of my clients. 

As a member of the MDRT Top of the Table, the access to an expanded array of tools and resources further helps enhance my ability to fulfill my fiduciary responsibilities. It equips me with a wealth of knowledge and insights, empowering me to serve our clients with exceptional professionalism and expertise that will help our clients achieve their financial goals and realize their dreams of a fulfilling retirement.

Randy Scritchfield, CFP®, LUTCF, MDRT President, describes Top of the Table as “comprised of the best and brightest professionals in our industry.” He says, “the commitment of MDRT to fostering a culture of excellence inspires its members to continuously grow both personally and professionally.”

Since 1927, MDRT has been at the forefront, offering financial professionals like myself unmatched networking opportunities and an extensive range of resources. As an MDRT member, I am seamlessly connected to an unparalleled global network spanning 69 nations and territories. This connection grants me unique insights that I leverage to better meet the individual needs of my clients. Collaborating with an MDRT member ensures not only exceptional service but also access to a highly reputable and industry-leading financial advisor.

If you would like more information or wish to discuss your financial journey, please don’t hesitate to reach out to me at 614-255-7547 or joverfield@intelliplanfinancial.com. I am eager to assist you and guide you toward financial success.

Disclosure: Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC-registered investment adviser.  Registration as an investment adviser does not imply a certain level of skill or training. Intelliplan Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance services offered through Intelliplan Financial are not affiliated with PCA.