Our Team specializes in meeting the needs of successful families and professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.

 

Kevin M. Fields Esq., CFP®, RICP®

CERTIFIED FINANCIAL PLANNER™

Kevin is the founder of Fields Financial Planning, an independent, family-owned firm located in Westerville, Ohio.  As an investment advisor representative, a licensed attorney, a licensed insurance professional, a Certified Financial Planner™, and a Retirement Income Certified Professional®, he offers a unique combination of skills and experience to assist clients in pursuing their goals.

As an independent financial advisor, Kevin is committed to acting in the best interests of his clients and making recommendations based solely on their individual circumstances. His independent business structure allows him to offer a wide variety investments, products, and services without being bound by the limitations of any specific investment or insurance company.  Kevin takes his role as a fiduciary very seriously and seeks to build plans that are specifically tailored to accomplish the unique objectives of each client.

Bruce H. Fields MBA

FINANCIAL PLANNER

Bruce is a Financial Planner with Fields Financial Planning.  As an investment advisor representative and licensed insurance professional with over 20 years of experience in employee benefits and business consulting, Bruce utilizes both his formal education and practical experience in assisting families and small business owners with planning solutions.

Bruce was Vice President of Human Resources for Nordson Corporation for 21 years.  He has extensive experience with both qualified and non-qualified retirement plans, as well as employee life and health insurance programs. One of the parts of his career he enjoyed most was counseling employees on their career and retirement choices. He uses his broad experience with all aspects of business and life, as well as having to prepare his own financial retirement plan, when advising his clients.