phillip trueblood
Phillip L. Trueblood Managing Partner

Experience and Expertise: With an impressive career spanning over 50 years as an Investment Advisor and Branch Manager, Phil has established himself as a trusted and dedicated financial expert. This valuable experience has provided him with a unique perspective to help navigate clients through major shifts in the markets.

Genuine Passion: Phil's longevity in the industry speaks volumes about his unwavering commitment to his clients, who have placed their trust and loyalty in him. Over the decades, he has cultivated deep relationships built on a foundation of integrity, transparency, and a genuine passion for helping individuals and families achieve their financial goals. His reputation as a steadfast advocate for his clients has not only withstood the test of time but continues to flourish, as he consistently goes above and beyond to ensure their financial well-being.

Community Involvement: Beyond his professional endeavors, Phil is an active member of various community organizations, where he contributes his time and expertise. Some of his community involvement includes the following:

  • The Lima Convalescent Home Foundation: Trustee
  • Northeast Ohio Medical University: Trustee and Chair of the Board
  • St. Luke's Evangelical Lutheran Church: Council Member
  • Lima Rotary Club: Member and Past Director
  • Shawnee Country Club: Board Member and Past President

A Home in Lima, OH: In his personal life, Phil finds joy in his family. He and his wife, Mary, have made their home in Lima, where they have raised three children. With the addition of nine grandchildren, Phil experiences immense happiness and fulfillment through his family connections. This strong foundation supports his dedication to making a positive impact on the lives of others.

Education and License:

  • Wabash College: Bachelor of Arts degree in Psychology
  • Licenses: Series 1, 4, 12, 40, 63, and 66 securities licenses