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Our Strategic Partners

Korey Helfer

Executive Assistant

Korey joined Strategic Financial Designs and Strategic Insurance Concepts in January of 2023 to take on the Executive Administration role within the team.He currently lives in Wexford, PA, and attended North Allegheny High School and...

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Vincent Waln, CLU, CFS

Financial Advisor

(513) 755-8666

Vince has partnered with the Strategic Financial Designs Team. He is the founder of 21st Century Financial and brings over 30 years of experience to his role as a financial advisor. His mission is to educate and coach clients on how...
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