Book an appointment

Initial Consultation (Complimentary)

Schedule an initial consultation

Free · 1 hour

Columbus Office Initial Consultation

Initial consultation at our Dublin, OH location: 1201 Dublin Rd Columbus, OH 43215

Free · 1 hour

Cincinnati Office Initial Consultation

Meet with Darren Harp or Jerry Summers at our Cincinnati Office: 8044 Montgomery Road Suite 700 Columbus, OH . 45236

Free · 1 hour

Telephone Discussion - 15 Minutes

Free · 15 minutes

Financial Planning Appointment #1

Cash flow and financial goal planning

Free · 1 hour 30 minutes

Life Goal planning

Review and planning of personal / family life goals

Free · 1 hour

Initial 401(k) Plan Consultation

Free · 45 minutes

Tax Preparation

Annual tax preparation meeting

Free · 1 hour

Virtual Meeting / Telephone Consultation - 60 Minutes

Free · 1 hour

Estate Planning

Review of estate plan and recommendations

Free · 1 hour

Education Planning

Financial Planning discussions focused on college or post-graduate education

Free · 1 hour

Annual Review meeting

Review of the past year and plan for the following year. Adjustments to your plan as necessary

Free · 1 hour

Paperwork and Account Set-up Meeting

Finalizing agreements and establishing investment accounts (if applicable)

Free · 1 hour

Riskalyze Review

Review of risk analysis and / or current portfolio

Free · 15 minutes

Investment Custodian review

Free · 1 hour

Technology, service and reporting review

Introduction to the various services that Artifex provides for your exclusive use as a client

Free · 1 hour

Investment Strategy

Defining investment strategy and implementing recommendations

Free · 1 hour

Artifex ESG Initial Consultation

60 minute complimentary discussion regarding Environmental, Sustainable and Governance (ESG) investing preferences

Free · 1 hour

Tax Planning

Review of tax projections for the current year and recommendations

Free · 1 hour

Retirement Planning

Establishing your retirement goals, resources, needs and investment recommendation

Free · 1 hour

Insurance and Risk Review

Review of current insurance and analysis of need. Recommendations and strategy

Free · 1 hour

One Hour meeting at one of our offices

Free · 1 hour

One hour phone / web meeting

Free · 1 hour

Antowoine Winters, CFP®, EA

Antowoine serves as our director of tax and financial planning. Prior to joining Artifex, he spent 10 years working for the Internal Revenue Service before starting his own financial planning firm in Kettering, Ohio. A graduate of Wright State University with a B.S. in Financial planning and Accounting, Antowoine is a Certified Financial Planner certificant and is an Enrolled Agent. Antowoine focuses on helping individuals and small business owners navigate complicated financial waters by providing insight into benefits, retirement plans, and evaluating all aspects of their financial lives to make the best choices for themselves and their families.

Darren Harp, AIF®

Darren has been in the financial services industry for over 20 years. Before co-founding Artifex Financial Group in 2007, he served in various roles within the Private Wealth Management Groups at Fidelity Investments and Fifth Third Bank in the Cincinnati, OH, Washington DC, and Dayton, OH markets. Darren is experienced in retirement income planning, insurance planning, and college planning. In his current role at Artifex, Darren is primarily focused on new business development, client relationship management, and firm operations.

Donna Camacho

Donna is our Administrative Assistant and Director of Client Happiness. Donna’s experience includes 20+ years as an Administrative and Executive Assistant which includes over 7 years of C-Level executive support. Most recently spending 4 years as a Financial Planner Assistant and Client Services Specialist at a premier financial planning firm.

Doug Kinsey, CFP®, CIMA®

Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio. Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Certified Investment Management Analyst certification from the Investments and Wealth Institute. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program. Additionally, Doug has completed post-graduate work through the Harvard Business School HBX program, and is finishing a Masters Degree in Management at Harvard University.

Jerry Summers, CFP®, CLU®, CASL

About Jerry... Jerry has provided clients with planning and investment solutions for over 25 years. Multifaceted, goal-oriented, and highly organized professional, offering solid experience in financial planning, complemented with a diverse background within the insurance industry. Jerry brings to the team critical thinking, problem-solving, and decision-making skills in identifying opportunities and providing relevant solutions. He holds many advisory related designations from The American College and The College of Financial Planning. He also has a BA in Finance from The Union Institute and University. Jerry has held positions with other major firms as a manager, Senior Vice President, Vice President, and operated his own investment business for many years. He is the past president of the Greater Cincinnati Financial Planning Association (predecessor to the Financial Planning Association).

Kevin O'Connor

Kevin's areas of focus for Artifex are tax services, operations and technology solutions. He previously worked for Morgan Stanley where he assisted advisors throughout the United States in managing client accounts. Prior to that, he spent time working for a CPA firm preparing taxes for individual clients. He received his bachelors degree in accounting and finance from Ohio Northern University, where he was on the Dean's list and was a member of the Beta Alpha Psi honorary fraternity for Financial Professionals.

Lex Browning

About Lex... Lex is our client relationship manager in our Dayton Office, specializing in individual and business planning advice as well as ESG investment consulting. Lex is a graduate of Tabor Academy and Rhodes College where he played football and lacrosse. He has a background in marketing and technology consulting and grew up in Oakwood, just a few blocks from our office.