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Team

The team at Citizen Advisory Group is here to help guide you to retirement success. We are a relationship-driven organization and committed to putting your needs above all else. Allow us to educate you on the latest, most progressive retirement planning strategies, help you build a comprehensive plan for the retirement years and give you the specialized service that you deserve. Count on our family to help you and gain the guidance you need to retire with confidence.

Citizen Advisory Group is a member of the Better Business Bureau and Chamber of Commerce of Perrysburg. 


 
Jeff Bucher is the President of Citizen Advisory Group and committed to helping area residents retire with confidence. He is an Investment Advisor Representative under AlphaStar Capital Management, an SEC Registered Investment Advisor...

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Kevin Bucher co-founded Citizen Advisory Group in 2006 with his brother Jeff with the goal of helping area residents map out and implement a successful plan for retirement. Kevin serves in the role of Chief Financial Officer and is...

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Peter Samenuk is the account manager at Citizen Advisory Group, a position he has held since 2010. Peter handles all day-to-day client services and processes all new business for the firm. He has his life and health insurance license...

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Heather McOwen is an Account Manager at Citizen Advisory Group that handles day to day client services and the processing of new business. She joined the team after a nearly two decade career with the YMCA of Greater Toledo. Her...

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Sarah Bucher

Director of Community Relations/Client Wellness Manager

419-872-0204

Sarah Bucher holds the position of Office Manager at Citizen Advisory Group. Sarah ensures that the day to day operations are running smoothly. She is a graduate of The Ohio State University with a bachelors in exercise science. Sarah...

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Brian Stephenson is the Director of Communications at Citizen Advisory Group. Brian is in charge of all of the marketing aspects of the company including managing the website, social media marketing, community relations, and...

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Jordan Donley, Director of Client Relations and the newest member of the CAG team, plans and implements the financial and Social Security dinner seminars as well as other special events for the company. Jordan earned a Bachelor of...

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Ron Myers

Supervisor for Senior Health Insurance Services

419-872-0204

866-381-1373

Ron Myers joined Citizen Advisory Group in 2009 and currently serves as the supervisor for Senior Health Insurance Services. Ron brings more than 15 years of experience from the banking, investment, and insurance industries. He...

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Jim Poling joined Citizen Advisory Group as a sales representative in 2010. He has been a licensed health and life insurance professional since 2005. Jim graduated from the University of Toledo with a Master of Education in Integrated...

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Patti Barrows is an affiliated advisor with Citizen Advisory Group. She joined the company with more than 20 years in the banking industry and brought her years of customer relations experience to the firm. Patti has held multiple...

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Linda Roberts is the Regional Manager for the Florida branch of Citizen Advisory Group and joined the firm in 2009. As a single mom, she knows the importance of budgeting, saving and investing for her family’s future and is...

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