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.
Deborah works tirelessly to uncover opportunities to help others.
Every day I wake up with a purpose and energized to connect organizations to 1706 Advisors, knowing that our clients walk away in better position than they started. That same ethos is carried throughout my life with my community, family and hobbies.
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.
Jared has a passion for numbers.
I excel at navigating challenges, blending processes with financial insights, and crafting strategies both internally and externally.
Melissa is passionate about assisting others and always cheers for their success in every endeavor.
My goal is for everyone I work with to feel valued, appreciated, and satisfied with their experience. I strive to be approachable and help meet the needs of our clients.
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