Skip to main content

  • Home
  • About 
    • Planning
    • Our location
    • Tell a Friend
    • Brochures
  • Resources 
    • Helpful Tools
    • Blog
  • Contact
  • Client Logins

    You are here

  1. Home
  2. Our Associates

Our Associates

Photo of team member

Lewis Shore

Principal

(614) 888-2117
lshore@shoremorganyoung.com

Lew Shore founded his practice in 1974, and serves as a Principal of Shore Morgan Young. With over 45 years of experience in the industry, Lew's prevailing techniques in financial planning assist SMY’s clients in moving toward the results they desire. Lew has built a leading team of specialists with experience in a number of financial planning disciplines.

Lew received a Bachelor of Science degree in Business Administration from Ohio University, and has been involved in many professional and community organizations throughout his career. Lew enjoys golfing, traveling, and spending time with his wife, Donna, and their son, Spencer.

Photo of team member

Jon Morgan

Principal

(614) 888-2117
jmorgan@shoremorganyoung.com

Jon Morgan started his practice in 1989. He partnered with Lew Shore to form Shore Morgan Financial Advisors in 1995. With over 30 years financial experience and his Series 7 and 63 registrations, Jon’s passion is to help individuals and business owners work toward their strategic financial planning goals. Today, as a Principal of Shore Morgan Young, he continues to use his in-depth knowledge and experience to help create appropriate strategies for his clients and oversee a multi-disciplinary team of financial planning professionals.

Jon received a Bachelor of Science in Business Administration from The Ohio State University, and is active in many community organizations. He is an avid cyclist and enjoys traveling and spending time with his family and friends.

Photo of team member

Marya Young

Principal

(614) 888-2117
myoung@shoremorganyoung.com

Marya Young came to the firm in 2002, with over 20 years experience in the financial services industry.  She became partner in 2004, creating Shore Morgan Young, LLC.  Her work in private banking provides Mrs. Young with an extensive knowledge in wealth management, mortgages, and other financial services.  As a Principal at Shore Morgan Young, Marya has a strong passion for assisting clients with achieving their overall financial goals.

In addition to her education at The Ohio State University, Marya has served on many professional and community boards, and holds FINRA Series 7 and 63 registrations.

Photo of team member

Patricia McConnell, CFP®

Managing Director of Financial Analysis and Insurance Services
CERTIFIED FINANCIAL PLANNER™

(614) 888-2117
pmcconnell@shoremorganyoung.com

As Managing Director of Financial Analysis and Insurance Servives for Shore Morgan Young, Patricia meets with each client to gather information, prepare various analyses needed for every clients plan, and presents the plan. With over 20 years experience in the financial planning field, Patricia has been an invaluable support to the SMY team since her start in 2003. She became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1994, she is FINRA Series 7 and 63 registered, and a licensed insurance agent for accident & health, life and variable annuity products.

Patricia received a Bachelor of Science in Business Administration from The Ohio State University. She lives in Worthington with her husband, Dave, and enjoys their time together with family and friends.

Photo of team member

Elyse Remick

Executive Administrative Assistant

614-888-2117
614-888-2023
eremick@shoremorganyoung.com

Elyse is the Executive Assistant for Shore Morgan Young.  Along with maintaining the Executives and staff calendar, she coordinates the Financial Reviews, welcomes all Clients and Guests and handles the daily office administration.  She had worked at two major brokerage firms before “pausing” her career to raise her family.  Elyse joined Shore Morgan Young in 2011.

She and her husband Chris have three children, one out and two still in college, but they have heard a rumor that a day will come where they no longer need to give away their money to something called the “University of…”  They look forward to that.

Elyse has a Degree in Paralegal Studies from Rockhurst College in Kansas City, MO

Photo of team member

Adam Osterling, CFP®

Chief Compliance Officer & CERTIFIED FINANCIAL PLANNER™ professional

(614) 888-2117
(614) 888-2023
aosterling@shoremorganyoung.com

As the Chief Compliance Officer and CERTIFIED FINANCIAL PLANNER™ professional, Adam leads the Compliance Department of Private Wealth Strategies, L.L.C. in developing, implementing, and monitoring the firm's policies and procedures as well as training staff on these various policies and procedures.  

He also is an integral member of the Financial Planning Team who assists clients by helping create, present, implement, and monitor their comprehensive financial plans. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2020. He also holds his Series 7 FINRA General Securities registration, his Series 66 FINRA designation, and his Ohio Life, Accident and Health Insurance License.

Adam joined Shore Morgan Young in 2017. He graduated from The Ohio State University in 2015 with a Bachelor of Arts in Economics. In his spare time, Adam enjoys spending time with his loved ones and pets (our firm's Chief Morale Officer), anything involving the outdoors, hunting and fishing, and is an avid road cyclist. Adam is on the board of several professional organizations such as The New Albany Young Professionals organization and the Financial Planning Association of Central Ohio as the Government Relations Chair. 

 

Photo of team member

Mikel Zeidenstein

Chief Investment Officer

(614) 888-2117
(614) 888-2023
mzeidenstein@shoremorganyoung.com

Mikel leads the investment team as our Chief Investment Officer by preparing client reviews, thoroughly analyzing portfolios and investments, and communicating our analyses with clients. He holds his FINRA Series 7 and 66 registrations, his Ohio Life, Accident and Health Insurance License, and is an CFA Exam Level III candidate.

Mikel joined Shore Morgan Young in 2017. He graduated from Ohio University in 2017 with a Bachelor of Science in Economics and a Minor in Digital Storytelling and Screenwriting. In his spare time, Mikel enjoys spending time with his family and friends, exercising, writing, and going to concerts.

Photo of team member

Garin Rydalch

Director of Investments and Client Services

614-888-2117
614-888-2023
grydalch@shoremorganyoung.com

As Director of Investments and Client Services, Garin is responsible for assisting with creating portfolio reviews, performing research and investment analysis, trading securities for our registered investment advisory firm, Private Wealth Strategies, L.L.C., and heading the client servicing team. He holds his Ohio Life, Accident and Health Insurance License.

Garin first joined the Shore Morgan Young team in 2014 after graduating from Brigham Young University-Idaho with a degree in Financial Economics. He rejoined the team in 2022 after gaining further experience in the alternative investments space related to volatility trading and systems. In his spare time he enjoys basketball, camping, music/concerts and spending time with his wife Rachael and two children, Oliver and Sloane, and their dog Gus.

Photo of team member

Nicholas Hixon, Client Service Specialist

As a Client Service Specialist, Nicholas is responsible for account management, client onboarding, assisting with client inquires, facilitating funds transfers, and collaborating with our clients’ insurance companies. He currently holds his Ohio Life, Accident and Health Insurance License and is pursuing his FINRA Series 7 registration.

Nicholas joined Shore Morgan Young in 2021. He graduated from The Ohio State University in 2021 with a Bachelor of Science in Human Ecology, majoring in Consumer and Family Financial Services, and a minor in General Business. Nicholas earned the rank of Eagle Scout in the Boy Scouts of America organization and enjoys the company of his close friends and family. In his free time, his hobbies include improving his cooking abilities and spending time in the outdoors hunting, hiking and camping.

 

Photo of team member

Wendy Nichols, CPA

Controller

(614) 888-2117
wnichols@shoremorganyoung.com

Wendy is the firm’s accountant and human resources professional. Wendy joined Shore Morgan Young in 2017 with 25 years of experience. She graduated from Ohio University with a Bachelor of Business Administration. In her spare time, Wendy enjoys spending time with family, traveling, attending concerts and playing tennis.

CPA services are not offered through, or supervised, by The Lincoln investment Companies.

Photo of team member

Theo

Chief Morale Officer

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (614) 888-2117
Fax: (614) 888-2023

Email: smy@shoremorganyoung.com

300 W. Wilson Bridge Rd., Ste. 310, Worthington, Ohio 43085

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • Our Associates

Private Wealth Strategies, L.L.C, is a Registered Investment Adviser. Advisory services offered through Private Wealth Strategies, L.L.C, Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. (www.lincolninvestment.com). Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.L.C. are independent of and not affiliated with Capital Analysts or Lincoln Investment. Information presented is for educational purposes only and does not intend to make an offer of solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Private Wealth Strategies, L.L.C, Lincoln Investment, or Capital Analysts.

© 2023 Shore Morgan Young Wealth Strategies. All rights reserved.