Eagle Financial Solutions is a full service national firm, located in the Columbus, Ohio area. We are dedicated to providing solutions for the difficult financial issues facing you, your family, or your business each day. As a company, we promote debt-free living and a financially secure lifestyle that can be passed on to future generations.
Eagle’s mission is to help our clients grow wealth with little to no risk, free themselves from the slavery of debt, and retire in comfort with zero reliance on social security. We use a unique strategy called Bank On Yourself® to help our clients achieve financial freedom. Bank On Yourself furthers our mission by helping our clients pocket the interest they would otherwise pay to financial institutions, take control of the debt-cycle through wise personal financing, and grow their wealth steadily and consistently, without the risk and volatility of the stock market.
Check out Bank On Yourself to learn more.
Meet Our Team
John J. Shedenhelm, CEO of Eagle Financial Solutions, has been in financial services for over 20 years, and is one of only 200 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself® Authorized Advisor. John holds a B.A. from Kent State University, and is a licensed representative in Ohio, California, New York, Maryland, Georgia, Kentucky, and several other states. He is also Series 6 licensed, and has worked with over 270 clients to help them grow their wealth and achieve their financial goals and dreams. John is also active in his church and the community, serving as coach for several youth sports teams. John lives in Pickerington, with his wife and their two children.
What John says about Bank On Yourself: “Personally, I love the fact that Bank On Yourself will allow me to become consumer-debt-free forever. And knowing we’ll also able to become our own source of financing for our business expenses is phenomenal! I also love knowing that I am helping my clients feel a sense of control, empowerment, and freedom by eliminating the banks and consumer-debt from their lives, and reaping the long-term benefits of tax-free, guaranteed growth on their money.”
Joe Overfield, Senior Vice President of the Financial Planning Division, is considered one of the top financial advisors in the country. He was inducted into the National Academy of Best-Selling Authors and was presented with a Quilly Award in 2013 for his contribution to the best-selling book, The Secret to Lifetime Financial Security. Joe is a Bank On Yourself Authorized Advisor, with a B.A. in Organizational Communications from The Ohio State University, and is one of approximately only 200 advisors in the country who is trained to correctly design the type of policies used for Bank On Yourself. Joe has been using the Bank On Yourself concept himself since 2004, and he is proud to share with his own clients how they, too, can provide a secure future for themselves and their families. Joe lives in Pickerington, with his wife and two daughters..
What Joe says about Bank On Yourself: “I continue to find new reasons to be thankful for all of the benefits the Bank on Yourself concept has offered me. During a previous financial downturn, I was able to borrow money “tax free” from my Bank On Yourself plan, and have since paid myself back plus interest! If someone would ask me if I have any regrets for investing in this program, my answer would be yes. I regret that I did not start investing in the Bank on Yourself system sooner!”
Ryan Fleming, Vice President of the College Planning Division, is a College Planning Specialist with a B.A. from the University of Dayton. Ryan has a background in education and 10 years experience with professional baseball, so he is very familiar with the financial pressures facing parents of college students. Ryan specializes in helping parents of college-bound students improve their financial aid picture, and pay for college on a tax-favored basis. He also educates his clients about the Bank On Yourself concept, to provide a secure future for themselves and their families. Ryan lives in Pickerington, with his wife and their three children.
What Ryan says about Bank On Yourself: “It’s such a great feeling to know that I won’t be giving someone else my hard earned money to finance my family’s cars! I will recapture all of it and more because of the Bank On Yourself concept. And it will continue to benefit my family down the line, because I will pass on the discipline to my children and generations to come.”
Edward J. Beemiller, Senior Vice President of Eagle Business Solutions Division, has been in the financial services industry within Central Ohio for over 21 years. Ed was formerly the CFO of a $45MM privately held corporation and had spent 17+ years working in the Commercial Banking Industry as a SVP of a Regional Bank in Central Ohio. Ed has extensive experience in advising/consulting with business owners and executives in planning and developing financial strategies, general business consulting, appropriate capital structuring, and securing financing alternatives to ensure the continued successful operations of their companies. He also formed his own consulting company with a niche in working with business owners to create and modify strategic business plans; Identify capital needs of the business; recommending/identifying/negotiating with various capital sources available in the marketplace; and also general business advisory services. Ed holds a BA in Economics and English from Kenyon College and an MBA from The Ohio State University School of Business. He is active in his community, serving as coach for his children’s lacrosse and hockey teams and presently serving on the Board of the Pickerington High School Lacrosse Association. Ed lives in Pickerington with his wife and two children.
Brian Minier, Vice President – Eagle Charitable Giving, oversees Eagle Financial Solutions’ charitable giving division. Brian has over 10 years of experience in the insurance industry in various capacities. Brian has a MBA from Malone University and a Bachelor of Science in Marketing from the University of Akron. Brian is also an Authorized Bank on Yourself Advisor to provide safe investments and to assist with retirement planning. Brian is most passionate about helping nonprofit organizations raise funds to help those who benefit from charitable donations.
What Brian says about Bank On Yourself: The Bank on Yourself concept is able to accomplish so many of the financial goals presented by our clients. Further, this method gives peace of mind, predictability, and accessibility. I can personally speak to the value of using Bank on Yourself. The solutions we can provide using the Bank on Yourself methodology are extremely powerful.
Carol A. Bailey, Bank On Yourself Authorized Advisor, has been in financial services for over 12 years. Engaging Carol to improve the bottom line results of your savings plans will ensure you build wealth for life. Her knowledge and lack of emphasis on selling makes her a valuable and trustworthy financial advisor. As a licensed financial representative, Carol understands complex financial issues, and how they can affect life goals – whether a client is working to achieve current financial success, or protect and preserve assets over the long term. Carol has 2 grown children. Her son, Chris, and his wife, Mandy, live in Lexington, Ohio with their young son, Jack. Her daughter, Laura, lives in California with her husband Jared and children, Bailey & Nathan. Family and friends are very important to Carol and she spends as much time with them as possible.
What Carol says about Bank On Yourself: “Personally, I love the fact that Bank On Yourself will allow me to become consumer-debt-free forever. I only wish I had discovered this wonderful strategy when I started down my financial career path years ago. I have introduced most of my existing clients to this new way of thinking and the response has been overwhelmingly positive.”
Jeff Orzechowski, Bank On Yourself Authorized Advisor, is one of only 200 financial advisors in the country who have successfully completed the rigorous training to become a Bank on Yourself Authorized Advisor. Jeff has been a successful small business owner for seventeen years and has seen “first hand” the struggles for necessary business capital in a down economy. When he was introduced to the Bank on Yourself concept in 2011, he recognized immediately how he personally can use this concept as a means of growing capital and protecting personal wealth. He has made it his mission to share this concept with other small business owners and individuals so they too can take advantage of the many benefits Bank on Yourself has to offer. Jeff is an active member in his community and coaches Academy soccer for Canal Winchester. He lives in Carroll, Ohio with his wife and three daughters.
What Jeff says about Bank On Yourself: “Bank on Yourself has not only changed my life, it has changed my career path as well. I am so thankful to have been introduced to this concept that I want to share it with as many people that I can. It has allowed me the opportunity to plan a safe retirement without the risk of market volatility and I am very excited to teach others how they, too, can plan safely and securely for themselves.”
Scott Adamson, Bank On Yourself Authorized Advisor, is one of only 200 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself Authorized Advisor. He works with clients who want a safer method of growing wealth and a predictable stream of income when they retire. Scott lives in Peoria, Arizona, and is active in his community and local politics, and has served in his local volunteer fire department for over 9 years.
Steven Schobert, Bank On Yourself Authorized Advisor, has been a senior level business professional with experience and skills across multiple organizations in a variety of industries in Central Ohio for the last 25 years. He works with clients who want a safer method of growing wealth and a predictable stream of income when they retire. He has a degree in Economics from The Ohio State University. Steven is also active in the community, serving as coach for youth basketball and swim teams. Steven lives in Pickerington with his wife and 3 children.
What Steven says about Bank On Yourself: “As an economist, I often wonder why people subject themselves to the emotional ups and downs of Wall Street. What did the market do today? How is my 401K doing today? These are stressful questions to consider. Bank on Yourself, to me, brings peace of mind to our clients. It provides them with a time-tested and secure method to take control of their financial lives.”
Harry J. Smallwood, Bank On Yourself Authorized Advisor, is one of only 200 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself Authorized Advisor. Harry has been a licensed Realtor and Tax Advisor (Enrolled Agent) for over 25 years. He is also a licensed life insurance agent and is Series 6 licensed. Harry holds a M.A. in Business Management from Central Michigan University and two B.S. degrees in Accounting and Business Administration from Franklin University. Harry and his wife Debra have 3 grown children and 3 grandchildren. They are both active members of Higher Ground Always Abounding Assemblies Church.
What Harry says about Bank On Yourself: “Throughout my many years in financial planning I have continuously searched for a program that I could offer my clients that minimized risk, guaranteed growth, could build a solid, tax favored retirement plan and offer my clients’ loved ones a financially secure future. The Bank on Yourself concept does all the above and more. I am truly blessed to be associated with John and the team at Eagle Financial Solutions.”
Rita Tilka, Director of Client Services, has been with Eagle Financial Solutions since 2003. Rita attended Florida State University, and has held many different professional titles, including property and casualty insurance agent for American National, life insurance agent for United Income Life Insurance Company, executive assistant to the CEO of US Realty Consultants, executive assistant to the CEO of Fahlgren & Swink Advertising, bridal consultant with David’s Bridal, and branch manager for Interim Temps, Columbus. Rita lives in Pickerington, and has three grown children. She is a proud grandmother of 8 grandchildren.
What Rita says about Bank On Yourself: “I have had my first policy since 2005, and have already taken multiple loans on it and am repaying myself! This policy will allow me to continue to buy cars and the things I may need as I approach my senior years. It is so wonderful to have the banks out of my life!”
Rose Hillbrand, Director of Sales & Marketing, has been with Eagle Financial Solutions since 2005. Rose graduated in 1998, with a BA in English Literature from the University of Arkansas, and completed her Masters in Library & Information Science at Louisiana State University in 2000. Rose has professional experience in several areas, including copy-writing, web design and internet marketing, information management systems, and sales. Rose is also the owner of two online businesses, and in her spare time, she enjoys cooking, gardening, and ballroom dancing.
What Rose says about Bank On Yourself: “I have been using BOY since 2004, and currently have 2 policies, and have used them to pay off thousands of dollars of credit card debt, vacations, a car, and many other financial obligations. I love Bank On Yourself because it allows me to plan for a solid financial future, while still having access to, and the use of, my money right now!”
Melanie Canini, Eagle College Planning Client Support Manager, enjoys helping with the daily office operations of Eagle College Planning, handling registration and scheduling for college workshops, serving as liaison with the College Planning Network, and keeping the college advisors’ schedules full. She is active in her church and Homeowner’s Association, and also teaches 3rd Grade Religious Ed at Seton Parish. Melanie served in the US Army Reserve for 8 years, and uses those skills to keep her children in line. She lives in Canal Winchester with her husband Andrew and three children.
Pam Sherman, Customer Service Manager, is responsible for Customer Service functions for both the internal and external daily operations of Eagle Financial Solutions. Some of her daily responsibilities include addressing Eagle’s Customer questions and concerns, processing medical exams, processing loans, conduct underwriting follow-up for new policies, and overall general policy and administration duties within the office. Pam and her husband Chip live in Canal Winchester, Ohio and have 4 grown children and 8 grandchildren. They are active members of Grace Fellowship Church in Pickerington, Ohio.
Whitney Berry, Brand Manager, Eagle Planning Division, is responsible for marketing and promotion of our core brand, Bank On Yourself, through the awareness of our products and services. She designs sales and marketing materials, creates content for our blog and website, and implements initiatives to share our message with prospective clients. She has developed an interest in new marketing strategies, and through her own experiences, has grown to recognize the need for a safe and secure retirement plan without the volatility of the stock market. Whitney also handles appointment scheduling for all the EFS advisors, and helps with processing of new clients. She is a graduate of The Ohio State University with a Bachelor of Science in Human Ecology and a minor in Business. Her background is in sales and fashion merchandising and in her spare time she enjoys fashion and the arts.