Secure Path Partnership

At Slymann Insurance Group, we are proud to work with Secure Path Advisory Group to help our clients with wealth management and financial planning. Managing your money wisely is important because:

• Financial Security – Helps you save and invest for the future.
• Retirement Planning – Ensures you have enough money for a comfortable retirement.
• Risk Management – Protects your wealth from unexpected events.
• Smart Investments – Helps grow your money over time.
• Debt Management – Guides you in reducing and avoiding unnecessary debt.
• Peace of Mind – Gives you confidence in your financial future.

By working together, we help our clients make smart financial decisions for a secure and successful future.

Jim Hogan, CPFA

As a financial advisor, Jim Hogan employs a variety of modern planning tools to develop custom financial plans for clients. He focuses on helping clients accumulate and protect their retirement savings, distribution retirement assets in a tax-efficient manner and structure effective estate plans. Jim also serves as the primary advisor for multiple 401(k) plans.

Jim has 17 years of experience in the financial services industry and joined Secure Path Advisory Group (previously Smith Leavitt Insurance Services) in January 2010. Prior to joining the firm, he spent seven years as an advisor and branch manager for an advisory practice in Hilliard, Ohio. Jim’s background also includes 13 years as a mechanical engineer in the manufacturing industry.

Jim has a bachelor’s degree in mechanical engineering from The Ohio State University. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and has passed the FINRA Series 7, 63 and 66 exams.

Outside of work, Jim is a member of the Northwest Bible Church and sits on the board of Lower Lights Ministries, a non-profit organization focused on breaking the cycle of poverty and addiction for young people, adults and ex-offenders. Jim and his wife, Anne, have three children and five grandchildren. In his free time, Jim enjoys playing golf and spending time with his family.

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Rebecca Stewart, CLTC®, CPFA

As a financial advisor, Rebecca Stewart employs many modern financial planning tools to help clients build robust financial plans. Through this process, she focuses on helping families transition assets across multiple generations. Rebecca also works with large corporations and agri-businesses to build comprehensive succession plans, while supporting their employees with a diverse lineup of planning alternatives to help them prepare for retirement.

Rebecca has more than two decades of experience in the financial services industry. She joined Secure Path Advisory Group in 2010 and was promoted to the role of vice president in 2020. Prior to joining the firm, Rebecca was a financial advisor, working with clients across the United States. She began her career at a large corporate insurance company in Columbus, Ohio, where she gained a wide range of experience related to investments, annuities, life insurance and long-term care.

Rebecca has a bachelor’s degree in business administration and human resources management from Franklin University. She holds the Certified Plan Fiduciary Advisor (CPFA) designation and the Certified Long Term Care Consultant (CLTC®) designation. She has also passed the FINRA Series 7, 6, 63 and 66 exams.

Outside of work, Rebecca is an active member of her church and is the chairperson for a women’s ministry leadership team. She is an active supporter of The Columbus Zoo and local board game hobby groups. Rebecca and her husband, Keith Stewart, have three daughters. In their free time, Rebecca and her family enjoy spending time outdoors, traveling and playing board games.

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