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Our Team
Richard C. Clouse, CLU, ChFC
rich@gcellc.com
(ext. 204)



Richard C. Clouse began his career in insurance services of both Life and Property Casualty in 1972. His area of insurance services expertise has expanded to include Debt and Liability Planning, Retirement Services and macro-economic overall planning. A specific area that he focuses on is Debt & Liability planning for Dentists and other business owners that will help them use efficiency to control and eliminate both business and personal debts as quickly as possible. Rich integrates the planning process with the areas of insurance, investments and retirement planning.

 

Rich is a Certified Life Underwriter and a Chartered Financial Consultant. He has served on many life insurance companies advisory boards and committees to advise on products and improving client services. He is a Registered Representative with Kestra Investment Services and an Investment Advisory Representative with Kestra Advisory Services.

 

Rich received his Bachelor of Arts from the Ohio State University in 1972 and also was the Captain of the Baseball team.

 



Richard C. Clouse, Jr., CRPS®, AIF®
ric@gcellc.com
(ext. 205)



 Richard C. Clouse, Jr. is President of Asset Management for Goldberg, Clouse & Edgell Ric joined the firm in 1993.  He began his career as an associate planner with responsibilities for client development, retirement planning, wealth transfer planning and investment sales.  He was named Vice President of Asset Management in 1999.  At that time, he became responsible for the selection and monitoring of investment managers, expanding the firms qualified plan base as well as the fee-based investment advisory services with the firm.  In December of 2001, Ric was named President of Asset Management. Ric is a member of the Investment Management Consultants Association.  He has earned the ACCREDITED INVESTMENT FIDUCIARY®  (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.  He has received formal training in investment fiduciary responsibility.  In addition, he has earned the CHARTERED RETIREMENT PLANS SPECIALIST designation awarded by the College for Financial Planning.  In 2004, Ric was named to the “40 Under 40” list by Columbus Business First.

He is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Ric is also a Founding Lecturer-Advisor at The Retirement Advisor University.



Nathan A. Goldberg, CLU, ChFC
NAGoldberg@pfinancial.com
(614-443-1010)



Nathan A. Goldberg began his insurance service career in 1965 and subsequently entered into the financial services industry.  His areas of specialization encompass estate planning, business succession planning and executive benefits.  His responsibilities include assisting high net worth individuals and business owner in designing and implementing strategies to reduce or offset estate taxes as well as provide for the smooth transition of their interests to the next generation.
Nate is a Certified Life Underwriter and a Chartered Financial Consultant.  He has served a both President and a Board Member of the Columbus, Ohio Chapter of Certified Life Underwriters Association.  He has been a member of the Million Dollar Round Table for the past 32 years.  He was also honored with the Sam A. Chickerella Hall of Fame Award.  He is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services. Nate received his Bachelor of Science in Finance from the Ohio State University in 1961.

Linda S. Brown
linda@gcellc.com     
(ext 203)


Linda Brown is Director of Employee Benefits Administration for Goldberg, Clouse & Edgell, joining our firm in 2003.

Linda came to us with over 14 years experience in a combination of Human Resources and Benefits Administration. She has held the position of Human Resources Manager with both Borden and Nextel. She was also a supervisor with Central Benefits Mutual Insurance Company in their group administration department. Linda brings a wealth of background and experience since she has sat on both sides of the benefits table in her career. She has experience in not only standard health benefits, but also client servicing, billing and eligibility, claims resolution and Medicare supplements. 

Linda is the direct liaison between the firm’s employee benefits and their respective providers. She manages the installation and servicing of corporate benefits, policy renewals, new business, and is available to assist a client’s employees with day-to-day issues.

As Office Manager, Linda oversees all HR, facility, equipment and supply issues, and administers the health plan, payroll, PTO and FSA programs for our employees.  In addition, she is responsible for agent licensing and appointments and all commission tracking.

Linda earned a Bachelor’s Degree from Ohio University, the Senior Professional in Human Resources Certification, and is licensed in the State of Ohio as a Life, Accident and Health agent.  Most recently she completed the two-part FFM certification required by the ACA to assist clients with their insurance needs in both the Individual and SHOP (Small Group) Federally Facilitated Marketplaces

 

J. Burke (J.B.) Howard
jb@gcellc.com
(ext. 225)


J. Burke (J.B.) Howard is a Consultant for Goldberg, Clouse & Edgell joining our firm in 2009.

He began his career in the financial services industry in the Spring of 2002.  His passion and specialization has been helping families accomplish financial empowerment.  The result has been ongoing accountability that improves quality of life without giving up choice and control.  The goal is always to optimize and empower our client’s intellectual and financial assets, thus providing greater clarity, balance, focus and confidence.

J.B. has earned the Certified Senior Advisor (CSA)* designation with the Society of Certified Senior Advisors and the Registered Financial Consultant (RFC) designations.  J.B. is licensed in both insurance products and marketable securities.  He holds the Series 7 (General Securities Representative), and 66 (Uniform Combined State Law Exam) and is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services.

* Certified Senior Advisors (CSAs) have supplemented their individual licenses, credentials and education with knowledge about aging and working with seniors.  Know what those licenses, credentials and education signify.  The CSA designation does not imply expertise in financial, health or social matters.  For details, go to www.csa.us


Anthony Mampieri
anthony@gcellc.com
(ext. 206)



Anthony J. Mampieri is a Consultant for Goldberg, Clouse & Edgell joining our firm in 2014.

Anthony graduated from Miami University in Oxford, OH in 1997 with a degree in finance and a minor in entrepreneurship. He began his career in industrial sales for Parker Hannifin out in San Diego,CA.  After two years, he came back home to Columbus, Ohio to start a landscape maintenance and design/build firm which he built to around $1 million in gross sales when he successfully sold the business in 2014.  This launched his financial consulting career at Goldberg, Clouse and Edgell in 2014. He brings a unique experience as a business owner and long-term client of the firm which has prepared him to better serve his clients.  Anthony specializes in helping individuals, families and business owners with debt management, capitalizing for future purchases and helping clients with retirement planning. 

Anthony is licensed in Life, Health and Securities.  He holds the Series 7 (General Securities Representative), and 66 (Uniform Combined State Law Exam) and is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services.




Raynell Meaige
raynell@gcellc.com
(ext. 201)



Raynell Meaige is an Investment Assistant for Goldberg, Clouse & Edgell, joining our firm in 2014.

Raynell began her career in the Investment and Financial Planning Industry in 1986 with EFHutton. Prior to joining our firm, she worked with LPL Financial for 10 years as an Operations Manger. She has also worked with Raymond James Financial and Merrill Lynch.

Raynell has attended several Fred Pryor seminars focused on "Exceptional Administrative Support", completed 3 degrees of training for Wealth Management and Client Servicing of accounts and in addition, is a Notary for the State of Ohio.

Raynell's passion is to assist clients with the process of their operational requests and to do so within minimal timeframes. 

Jason R. Parrish
Jason@gcellc.com
(ext. 209)



Jason R. Parrish is a Consultant for Goldberg, Clouse & Edgell joining our firm in 2006.

Jason provides analysis and support within our qualified and non-qualified group retirement plan group by preparing quarterly performance reports, presentations and working as a client advocate and liaison with outside service providers.  He also works directly with retirement plan participants, families and business owners to provide financial planning strategies to help reduce risk and grow their wealth.

Jason is licensed in both insurance and securities.  He holds the Series 7 (General Securities Representative), and 66 (Uniform Combined State Law Exam) and is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services.

Jason received his Business and Administration degree from The University of Toledo.

Christina M. White
Christina@gcellc.com
(ext 216)



Christina White is the supervisor of policy services for Goldberg, Clouse & Edgell joining our firm in 2007.

Christina provide
s excellent service for our clients and all their inforce insurance needs. Currently, she heads up our Debt/Loan processing department for our Debt & Liability Planning. She provides amortization schedules, helps clients determine paybacks to policies and interest rates. She also reviews payment options on debts and then assists clients in determining their preferred timeframes for repayments. She began her career in the insurance industry in 2000 in the new business underwriting department for The North American Company for Life and Health Insurance. She is currently enrolled at Columbus State Community College to pursue an Associate degree.


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 Goldberg, Clouse & Edgell • 5008 Pine Creek Drive Ste. B • Westerville, OH  43081 • Tel: (614) 895-0123 • Fax: (614) 895-0365 • Email: ric@gcellc.com

Securities offered through Kestra Investment Services (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services (Kestra AS). Goldberg Clouse & Edgell  is a member of PartnersFinancial a platform of NFP Insurance Services, Inc. (NFPISI). Goldberg Clouse & Edgell and NFPISI is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice.
 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact Kestra IS Compliance Department at 512-697-6000.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, FL, GA, ID, IL, IN, KS, LA, ME, MD, MI, MS, NJ, NM, NY, OH, PA, RI, SC, TN and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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