Whatever the need – in the end what we provide is peace of mind.
Cara and Alana with their grandfather. He, like many others, used long-term care as a result of cognitive impairment. Stan Lang founded Lang Financial Cincinnati (our sister company) 50+ years ago.
We’re known for providing high-level expertise and a high-touch client experience.
It may sound crazy, but I’ve always been interested in insurance. It started at an early age, learning the insurance business from my father. In college, the insurance classes were the ones I loved the most. It’s no wonder I’ve dedicated my entire career to this field.
Cara believes clients come first.
Growing up in a family of entrepreneurs,
I learned how important it is to get the job done today, while looking ahead to tomorrow. We take this same approach at 1706 Advisors, helping clients with their immediate needs as well as their dreams for the future.
Alana’s energy is contagious.
I am a people person and love connecting with businesses, families, and individuals to understand their stories, what brings them joy, and what makes them tick. I’m accustomed to thinking outside the box, challenging the status quo, and developing new solutions to old problems.
They do a lot of things you don’t even ask for. For instance, we have a number of Spanish-speaking employees, and even though they speak English too, they brought in an interpreter to make sure that they understand their options and make the best choice of what’s available to them.
Craig Golden - Principal, Bluestar Properties
What I most enjoy about insurance is being able to help people secure what every individual deserves. I find the hours spent advising people of their best insurance plan options, fighting claims, and writing appeals to be fulfilling.
I like helping people in their time of need. Everyone here does. There’s a flexibility to the way we work and an understanding that work/life balance is vital to keeping us all happy in our roles. It helps us help our clients.
Danielle is always uplifting the team, ensuring we thrive together.
In my previous role as a social worker, I passionately contributed to my community and clients’ growth. Now, working in the insurance world, I can channel that same enthusiasm for community support by empowering individuals to take control of their financial and physical well-being.
Danica is a helpful team player, creating a smooth experience for all.
She believes that even small actions can make a big difference and approaches every task with a positive attitude. Whether handling daily tasks or stepping in when needed, Danica is committed to making a meaningful impact.
I love the satisfaction that comes from solving puzzles and finding solutions that make our clients’ lives easier. Working with a team that cares so much about both the customer and employee enables me to do this to the best of my ability.
Aurora is focused on making every day an opportunity to make a positive difference.
She loves being part of a team that goes above and beyond to find the perfect solution for each person. She is also someone who believes in thinking ahead, approaching each challenge with a long-term perspective, ensuring the work she does today will continue to benefit others down the road.
Just one warning: this company will spoil you! If for some reason you have to work with another company, it will hurt.
Peter Haleas - Former Chairman, Bridgeview Bank Group
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