Duane L. Lipps

Duane is the founder and President of National Financial Resources. He holds dual certification from the American College as a Chartered Financial Consultant and a Certified Life Underwriter. He is a member in good standing of the Society of Financial Service Professionals.

He has over 30 years experience in financial planning. Duane Lipps is a registered representative and investment adviser representative of Equity Services, Inc. and offers securities in Ohio, California, Colorado, Delaware, Florida, Georgia, Iowa, Louisiana, Montana, New York, Oregon, Pennsylvania, South Carolina and Virginia. Duane is insurance licensed in Ohio, Georgia, Ilinois, Michigan, Missouri, North Carolina, Pennsylvania, and Virginia.

Janet E. Augustine

Janet is Vice President of National Financial Resources and has been with the firm since 1996.  She is a registered representative and investment adviser representative of Equity Services, Inc. and offers securities in Ohio.  She is also insurance licensed in Ohio.

Jonathan S. Merckens, CFP®

Jonathan is a CERTIFIED FINANCIAL PLANNER^TM Certificant.  He is also a registered representative and investment adviser representative of Equity Services, Inc. and offers securities in Ohio, New York and New Jersey.  Jonathan is life insurance licensed in Ohio.

Linda J. Lutz, CFP®

Linda is a CERTIFIED FINANCIAL PLANNER^TM Certificant.  She is also a registered representative and investment adviser representative of Equity Services, Inc. and offers securities in Ohio and Florida.  She is life insurance licensed in Ohio.

CFP® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.