Trend Following in Today’s Stock Market

Adam D. Koos, CFP® President/Portfolio Manager This past month, with the market getting a little temperamental, we’ve had a handful of prospective clients dipping their toes in the water, asking us questions about our investment philosophy. So this week, I thought I’d...

DONNA M. KOOS, PC

Business Manager Donna is the Business Manager at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows: Assisting the Libertas team with business planning and client events throughout the year. Interviewing and pre-screening and of new...

ZAK S. LEEDOM

Financial Adviser Zak played collegiate soccer on scholarship for 4 years at WVU and was honored to be team captain his junior and senior years.  Zak was awarded President’s and Dean’s List honors each semester, which also earned him First Team...

HEATHER N. ATKINS

Financial Adviser Heather is an active member of Columbus Young Professionals (CYP) and enjoys giving back to the community through their volunteer opportunities.  She is a member of the volunteer committee for YEA! , an organization that mentors students in 6th-12th...

JESSA M. FANNIN, CRPC®

Financial  Adviser Jessa is a Financial Adviser at Libertas Wealth Management Group, Inc.  Her primary roles at Libertas are as follows: Assisting with a wide range of information about client accounts, including but not limited to direct deposits & withdrawals,...