Our Team

Andy Roseberry

Andy is a Managing Member and one of the original founders of Consolidated Financial Management Group, LLC (CFMG) in 1998. With more than 20 years experience in the financial services industry, Andy focuses on financial planning and investment management for individuals as well as working closely with investment committees and fiduciaries who oversee corporate retirement plans. Andy acts as a fiduciary on behalf of clients and has been awarded the CERTIFIED FINANCIAL PLANNER™ designation and a Masters Degree in Financial Economics from Ohio University.

Ed Bell

Eddie was a founding member of Consolidated Financial Management Group, LLC in 1998. With more than 20 years of experience in the financial services industry, Eddie provides fiduciary consulting to sponsors of corporate retirements as well as financial planning and investment management for families. He is a CERTIFIED FINANCIAL PLANNER™ certificant and a Chartered Financial Consultant. Eddie earned his Bachelor in Accountancy and a Bachelor in Decisions Sciences from Miami University.

Eddie is a native of Springfield Ohio and has lived in Dublin, OH with his wife Heidi and two children Holland and Steele since 1998. In his free time Eddie enjoys attending his children’s sports events, practicing at his wife Heidi’s yoga studio, and socializing with family and friends.

Steve Svetlick

Steve has been a part of Consolidated Financial Management Group since its inception in 1998. Having served as an Investment Advisor Representative for over 20 years in the financial services industry, his style of practice involves working with both individual client’s as well as working with commercial retirement plans and their employees. While working with client’s to pursue their financial goals, Steve appreciates the opportunity to educate and develop long term relationships that go beyond the traditional role of the advisor.

Steve has lived in or around the Columbus area for the last 25 years and currently resides in Grove City, Ohio. He has been married for 20 years to his wife Traci and has two daughters, Ashley and Addie. When free time allows, he enjoys being outdoors and taking in what nature has to offer. Whether it be hiking, camping, or fishing, he can most often be found outside if the conditions are favorable.

Jeff Bell

Jeff has been an Investment Advisor with Consolidated Financial since 2006. He graduated from The Ohio State University in 1999 with a degree in Finance and Business Administration, and is a Charted Retirement Plan Specialist and a graduate of The College For Financial Planning. Jeff works with his clients on their financial planning, retirement planning and investment management as well as Fiduciary consulting and serving for his corporate 401(k) retirement plan clients.

Tanya McNier

Tanya McNier graduated from Wilmington College in 2000 with a Bachelor of Science in Agriculture Business. She went to work for Fidelity Investments after graduating college. Tanya joined Consolidated Financial Management Group in 2001 as Office Manager. She handles the day to day operations for Consolidated Financial. She enjoys talking with clients and assisting them with their inquiries. Tanya resides in South Charleston, Ohio with her husband and daughter. Her hobbies include watching her daughter play basketball and softball and show livestock.

Taylor England

Taylor England graduated from The Ohio State University in 2017 with a degree in Communications. She then began an internship with the firm and upon completion began her professional career with Consolidated Financial Management Group in 2018. She works closely with the clientele and provides them assistance where needed. Taylor works with both individual clients and 401k plans.

She also currently serves as a Sergeant in the Ohio Army National Guard with 4+ years of service.

Taylor is a resident of Hilliard, OH and in her leisure enjoys spending time with her dog, Stella, staying active outdoors, hanging out with friends, and showing her support for the Ohio State Buckeyes.