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Our Team

Secure Retirement Solutions has a team of trained professionals around the country ready to help you make decisions on your retirement planning.

Monty Ohl

Monty Ohl

Hello, My name is Monty Ohl. I graduated from Ontario High school in 1990. After high school I attended Cleveland State University and graduated in June 1995 with a bachelors� in business and a minor in marketing and finance. From there, I obtained my Life, Health and Annuity license and since July 21st 1995 I have been helping people to protect what is important to them and what they have worked for their whole life. I recommend products that have guarantees to protect your nest egg by using fixed/indexed annuities. I further my education by studying, reading articles, attending seminars and taking online courses that pertain to my field so I can keep my clients up to date with the latest issues in the industry of Life insurance and Annuities. 

Together we can figure out a solution so you can secure, protect and increase your retirement and future income. In addition, we can turn your savings into a monthly income that will last as long as you live. I can also assist you in long term care insurance to protect you from nursing home expenses and life insurance for your loved ones.

When I am not helping people to protect their assets, I enjoy spending time with my family. I have been married since 2002 and have two wonderful children. In the summer, we like to boat, fish, and numerous water sports. In the winter, we enjoy snowmobiling. My family and I live in Ontario Ohio where I was born and raised.
Ontario is a blue collar community where I learned to work hard and respect the value of a dollar. 

If you are interested in protecting your retirement nest egg, would like some information or you have questions that need answered please contact me at:
Home: 419-683-4151
Cell: 419-571-6565
Email:  jno1453@aol.com

Nathan Cox

Nathan Cox

Use the contact form below to reach out to Nathan or our other agents.

Aaron Wright

Aaron Wright

Aaron is a resident of Cookeville, Tennessee. He has been a Retirement Specialist for years. He is married to the love of his life, Crystal Wright who serves the Upper Cumberland as a Realtor. Together they have two children, Aaden and Lily Anne.Together the Wrights enjoy being with family, serving the LORD, and going on vacation.

Lindsey Cotter

Lindsey Cotter

Use the contact form below to reach out to Lindsey or our other agents.

Eric Giffin

Eric Giffin

Eric Giffin was born and raised in the Central Ohio area. He graduated from Mansfield Christian School in 1992. He then continued his education at Mount Vernon Nazarene where he played soccer and studied Business Management and Administration.
Eric is known for providing excellent customer service to many clients throughout his various counties. His clients always know that they can reach out to him for anything that they may need.
In his spare time, Eric enjoys spending time with his beautiful wife Sami and their dog Tressel. He is an avid Ohio sports fan who has had Cleveland Browns season tickets for many, many years. He is also an accomplished golfer.

Traci Caudill

Traci Caudill

Traci Caudill and her family reside in Mansfield, Ohio. Traci has been active in the estate and retirement planning business for the past twelve years and has become a trusted advisor for many retirees during this time. Traci’s mission is to help retirees during these tough economic times protect their nest egg and avoid the tough issues that many retirees face, such as taxes, probate and nursing home spend down. Traci is a member of the Better Business Bureau, Chamber of Commerce and the National Ethics Bureau. She also holds an insurance license through the state of Ohio as well as in seven other states. She enjoys spending time with her family and coaching her children’s soccer and softball teams.

Derek Woods

Derek Woods

Hi, my name is Derek Woods. I graduated from Tippecanoe High School near Dayton in 1991. I then graduated college at Bowling Green State University in 1996 with a Bachelor’s Degree. I have been licensed in life, health and annuities since September 1998. I concentrate my efforts in wealth preservation and asset distribution. 
I focus on probate avoidance, as well as assisting in passing assets as quickly and efficiently to beneficiaries as possible. In many cases, a good portion of wealth can be passed free of tax. 
When I am not servicing the number of clients that I currently have, I enjoy coaching my daughter’s soccer team. I also have a son as well and my wife Jennifer has taught first grade for fifteen years. Please call for an in home appointment today to preserve your retirement and wealth. (419) 564-5930

Andy Boettcher

Andy Boettcher

ANDY IS A FAMILY MAN. HE IS MARRIED AND HAS 6 CHILDREN. HIS WIFE WORKS WITH HOSPICE AND HOME HEALTHCARE. HE IS VERY ACTIVE IN THE CHURCH. HE ENJOYS PLAYING GOLF, BIKE RIDING AND TRAVELING. HE RAN AN ANTIQUE BUSINESS WITH HIS WIFE AND THEY GO TO ESTATE SALES AND FLEA MARKETS. ANDY HAS A MISSION STATEMENT “HE IS HERE TO ENRICH PEOPLE’S LIFE BY EDUCATION MAKING SURE NEEDS ARE MET AND YOU HAVE PEACE OF MIND”

Paul LeMaster

Paul LeMaster

James DuPont

James DuPont

Ralph Soegaard

Ralph Soegaard

Scott Farwick

Scott Farwick

Ed Pendergrass

Ed Pendergrass

Sam Saleh

Sam Saleh

Michael McSwain

Michael McSwain

Scott Butler

Scott Butler

Shane Bundy

Shane Bundy

Sonny Rue

Sonny Rue

Derek Woods

Derek Woods

Eric Giffen

Eric Giffen

Get In Touch with SRS

Please fill out the form below with any questions or comments and our team will get back to you as soon as possible.

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Mailing Address

Corporate Headquarters:
8 Plymouth Street
Lexington Ohio 44904

Telephone

Toll Free: 800-529-2415
Fax: 800-439-1997