Client Relations Team
• Amy Raidel
• Kelly Jeffery
• Glenda Engle

Financial and Estate Planning Team

"One may accumulate more money over time by Preserving Capital rather than by trying to Maximize Returns".

P. Michael Valley II - President & Founder

Michael founded Estate Planning Professionals in 1991 after going through the extensive probate process as the executor to his father's Estate when he passed away in 1990. His main goal is to help clients plan their estate to avoid probate and for them to be able to give what they have, to whom they want, when they want and save every possible tax court cost and fee.

Michael has been active in the financial services business since 1981 and for the past 15 years he has grown his own company on the principle of Platinum Customer Service. The staff at Estate Planning Professionals has the combined experience to provide all aspects of Estate Planning and Life Planning in an effective comfortable way. The client always comes first.

Over the years, Michael has become a well known and highly regarded financial advisor and national speaker. He assists clients to preserve their capital, increase their income and more profitably organize their investments. People who consult with him find that they lower their tax bills and obtain better protection for their financial future. He has shared his knowledge and life experience with many including under privileged young men in hopes of inspiring them to new and better lives.

From retirement savings to estate planning, Estate Planning Professionals and its associates have strategies that manage, minimize or mitigate the financial risks which most people face in their investment decision making.

Michael is Series 6, 7, and 66 licensed. He is supported by staff and colleagues who are highly experienced in all aspects of estate planning to provide the best client services possible for the best interest of the clients. Some of his clients include retirees from Lucent Technologies, Dupont, General Motors, Battelle, Abbott Labs, RCA, Kenworth, as well as state and federal employees.

E-Mail: michael@eastwindcapital.org

David B. Lennox - Client Relationship Manager

Dave has over 18 years experience in the senior planning market. Having had over 2 years experience in the funeral pre planning industry, Dave joined with Michael Valley in founding Estate Planning Professionals in 1991.

Dave's clients say his best assets are his ability to listen to their concerns, promptness, service, and knowledge of the products and services that help them achieve their goals. Dave is a firm believer in the adage that you can accumulate assets best by minimizing losses rather than attempting to maximize gains.

Dave has a high level of expertise in the fixed and Equity Indexed annuity market as well as Long Term Care and Life Insurance.

Dave is married for over 18 years to his wife Jan and has 3 teenage daughters who excel in school and fast pitch softball.

Dave has a series 6,7, and 63 license. He has hundreds of clients throughout Ohio as well as Pennsylvania. Dave prides himself on client service and compassion for his clients, listening to their problems, and offering them various options to solve their problems.

E-Mail: dave@eastwindcapital.org

Gary L. Smelser - Client Relationship Manager

Gary has more than 35 years' experience in the investment business. He has structured a number of business ventures, provided tax consulting and due diligence services for various investments, and developed financial plans for clients. He is a licensed securities Principal (24) as well as an Investment Adviser Representative (65). Estate Planning Professionals maintains an Office of Supervisory Jurisdiction and Gary is the Securities Principal who reviews all the securities business and performs compliance responsibilities on behalf of our broker/dealer, Wall Street Financial Group.

Over the years, Gary has spoken to a number of groups on investment, financial and tax issues. Estate Planning Professionals and its associates, like Gary, has strategies that manage, minimize or mitigate the financial risks which most people face in their investment decision making.

Through reduction of risk, promoting the accumulation of retirement/savings funds and conservative investment strategies, Gary demonstrates to clients how to accumulate and protect investment assets. One of the areas in which he focuses is showing businesses how to implement retirement plans for employees and business owners that provide potential for everyone to make money in their retirement accounts regardless of the investment choices they make.

Gary is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. He is also a licensed insurance professional.

E-Mail: gary@eastwindcapital.org

Dick Stedman - Client Relationship Manager

Dick serves as a financial consultant at Estate Planning Professionals, Inc. By teaming with other professionals in the office, he is able to assist clients with asset protection, investment analysis, insurance and tax planning strategies.

For the past 14 years, Dick has used his knowledge of investment and insurance products and planning strategies to help clients accomplish their objectives. Dick has shown that he relates well with clients in the comfort of their homes and makes them feel relaxed in discussing their financial planning and retirement goals. Then, after consultation with his colleagues, he is able to provide consistently good solutions to meet those goals.

From college savings to long term care planning, Estate Planning Professionals and its associates, like Dick, have strategies and services that manage, minimize or mitigate the financial risks which most people face in their investment decision making.

Dick also has earned a Master of Divinity degree and draws upon over twenty years of ministry experience. He and his wife, Dolores, have three grown children and four grandchildren.

E-Mail: dick@eastwindcapital.org

Client Relations Team

Amy Raidel - Client Relationship Manager

Amy joined the EPP Team in January of 2006 and has served in numerous positions ranging from Receptionist to Client Service. Having worked in a variety of roles has enabled her to develop a broad sense of business as well as build close relationships with many of our clients.

Amy has over 12 years of experience working in Client Relations. That experience carries through when preparing for and following through on client transactions and questions. Amy takes pride in providing our clients Platinum Client Service every time she answers the phone!

She has lived in Central Ohio all of her life and is married with two children, a son and a daughter. They enjoy spending their free time together camping, hiking and playing outdoors.

E-Mail: amy@eastwindcapital.org

Kelly Jeffery - Client Relationship Manager

Kelly Jeffery is the Administrative Support Specialist at Estate Planning Professionals. She was born and raised in South Africa and at the age of 15 moved to Australia. She has resided in the United State for the past six years.

Kelly graduated with a Travel Tourism and Hotel Management Degree from The Ohio State University. Through her education and experience she has acquired professional skills including but not limited to: customer service, critical thinking, management, and technical proficiencies.

Kelly looks forward to building a strong personal relationship with you. Please feel free to call or email her anytime.

E-Mail: kelly@eastwindcapital.org