Michel Team
Andy Michel, ChFC®, CLU®, CBEC®
Andy Michel, ChFC®, CLU®, CBEC®
Hello there! Here’s my story. I grew up in Canton, Ohio as the 8th child in a string of ten. You’re right, I am Catholic. In this environment you learned discipline, living within your means, save first, spend second, and hand me downs were okay. My father was a majority owner of a window and door company. Early on, my mother worked at Ohio Bell telephone company until the siblings started arriving. She was the best mom ever.
I started my career in 1982 working with Aetna, after I attended a recruiting seminar where I ran into a long-lost cousin and one of my brother’s high school friends. In 1998, I joined Lincoln Financial Advisors to deliver financial planning-based services where the financial plan leads the way for my clients to pursue their goals. When you think about all the parts to be accomplished, many people have difficulty completing them. People hire us to get things done. There is nothing more rewarding than having a client tell me I had a major impact in their ability to pursue and maintain their financial goals.
We specialize in helping contractors and individuals with a high net worth reduce their current taxes, manage their investments, and efficiently transfer their businesses, and wealth to their children and their grandchildren. Our unique planning approach allows us to analyze critical information and eliminate the guesswork so you can focus on your future.
I graduated from Western Governor’s University with a Bachelor of Science in Marketing Management. I hold a Series 7 & 65 securities licenses through LPL Financial and numerous state licenses for securities, life, and health. I also earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and the Certified Business Exit Consultant (CBEC) designations.
I live in Westerville with my wife of many years. We have two daughters, five granddaughters and a recent grandson. I am a lucky, thankful man. My hobbies include golfing, fishing (catching…not waiting 3 hours for a nibble) and I am a die-hard Browns fan. My goal is to go see the Browns at the Superbowl. Hey, it might happen?
Designation & Licenses: ChFC, CLU, CBEC, Series 7, Series 66 through LPL Financial
Tyler Klepek, AAMS®
Tyler Klepek, AAMS®
I grew up a military brat born in California. My father was a pilot in the Air Force so we moved around a bit to eventually find roots in Worthington, Ohio. I went to Ohio State University and quite honestly, had no idea what I wanted to do the rest of my life. I started as a business major, like most undecided undergrads, and in time realized I would not find fulfillment just working for a company. Then one day, I got lucky. My friend from school brought me to OSU’s FPA (Financial Planning Association) meeting. The combination of helping people pursue their life’s goals with an emphasis on financial planning would later become my passion. I soon changed my major to Consumer & Family Financial Services and the rest is history.
I predominantly work with construction contractors and high earning young professionals in the Ohio area. My main focus is to help align my clients capital with what they actually want to do in life. Guiding a financial road map for my clients to excel, with all the bumps along the way, is what gets me excited to go to work every day.
In my spare time, I enjoy crushing my opponents in fantasy football (dynasty) & watching the Browns consistently disappoint me. I am a husband to my amazing wife Lee, a father to my 1.5 year old son (Graham), newborn daughter Quinn and dog dad to my golden retriever Penny. I am constantly learning so you will likely find me listening to an audio book with a long list of books to be read.
Feel free to connect with me below!
Let's Get Introduced
Construction Contractors – Introduction
Designations & Licenses: AAMS®, Series 7, Series 66 through LPL Financial, Life
Jennifer Jenkins
Jennifer Jenkins
Hello there, it's great to have you on my page! My name is Jen Jenkins and I'm a financial advisor at Bluestone Wealth Partners. I work exclusively with women in business, including business owners, executives, and working moms. I believe every woman has the potential to create a secure financial future for herself and her family. By providing personalized guidance, educational resources, and ongoing support, I aim to help women overcome the unique challenges they face and work towards their long-term financial goals. My mission is to create a community of financially confident and empowered women who pursue financial freedom and live their best lives.
But enough about work! This is a “Bio” page, so I’m guessing you’re here to read a little bit about me. Disclaimer – this will not be that exciting. You’ve been warned! 😊 I was born and raised in Columbus, which automatically makes me an Ohio State fan. I sincerely had no choice in the matter. Go Bucks! After obtaining my BA in Psychology from Ohio University, I worked in Human Resources for a while, and even earned a second Bachelor’s degree in Human Resources Management. But then life happened, and I went through a divorce. That's when I realized I wanted something more from my career. I had two young kids to raise, and I needed a change that would work with my single-mom status.
Fast forward to today, and I'm living in Worthington with my two beautiful daughters. This fall they will both be in high school. (Which is crazy to me! Where did my two babies go??) Their after-school activities have varied over the years, but I’m currently a cheer mom, soccer mom, and dance mom. That’s basically a long way of saying, “I’m not home after work”. We have a golden retriever named Ophelia, aka Muffin Top, who is the absolute best and cutest dog in the whole world. I’m slightly obsessed with her, but it’s fine.
When I’m not driving the girls around Central Ohio, you can typically find me taking advantage of the Olentangy bike path, running or riding my bike. I am an avid runner (when I’m not injured, which, as I get older is less and less frequent) and I dabble in hot yoga and Pilates, even though I’m the least flexible person you’ll ever meet. I enjoy cooking, vacationing to new destinations, walking Ophie, and paint-by-numbers (a little hobby I picked up during the pandemic). Also, as a side-note, trampolines hate me. Feel free to ask about that one!
Thanks for taking the time to get to know me a little better. Let me know if you have any questions or if there's anything else you'd like to know!
Designations & Licenses: Series 7, Series 66, Life
