As Chief Executive Officer and Owner of Citizen Advisory Group, Jeff Bucher is committed to helping area residents retire with confidence.

Jeff’s work in the financial service industry has been award-winning. He is a ten-time Million Dollar Round Table Top of the Table recipient. In 2016, Retirement Advisor Magazine named Jeff their National Retirement Advisor of the Year.

Jeff has been invited as a guest on local and national media outlets, appearing on ABC, NBC, Fox, CBS, and Fox Business.

Jeff was a standout wrestler at The Ohio State University, where he earned an athletic scholarship and honed his leadership skills en route to receiving four varsity letters. A lifelong resident of Northwest Ohio, Jeff has been very active in local charitable organizations. His work resulted in CAG being named on the National Charitable Champion list by Invest in Others, a nonprofit firm dedicated to recognizing the philanthropic efforts of financial service providers.

Jeff resides in Perrysburg, Ohio, with his wife, Sarah, two children, and two miniature schnauzers. He enjoys cooking on his smoker, golfing, reading, and following the Detroit Tigers in his spare time.

Jeff Bucher is not an Investment Advisor Representative and is not licensed to provide investment advice. Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership includes attaining specified levels of commissions earned, premiums paid or income earned on the sale of insurance and other financial products each year to continue membership. MDRT membership requirements include the payment of annual dues equal to $600 USD, compliance with ethical standards, and maintaining good standing with an MDRT-approved professional association. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Jeff Bucher is stated or implied. MDRT and Advisory Alpha are not affiliated. Top of the Table is an additional membership organization within MDRT. All Top of the Table ratings are date stamped at the time the rating was given. Any Top of the Table ratings, with respect to Jeff Bucher, are only deemed to be an accurate representation of his membership status for the calendar year in which the Top of the Table rating is date stamped and is in no way deemed to be an accurate representation of his current membership status. The calendar years in which Jeff Bucher had an active membership status, with regards to the Top of the Table ratings, includes 2011-2024. In addition to MDRT membership, qualifying criteria for membership includes attaining a higher level of commissions earned, premiums paid or income earned on the sale of insurance and other financial products. In addition to fulfilling MDRT membership requirements, Top of the Table membership requirements include payment of additional annual dues equal to $600 USD. For the detailed requirements of MDRT, please visit: https://www.mdrt.org/membership/requirements/. Retirement Advisor provides issuance of ratings in the ordinary course of business through its Advisor of the Year award program. All third-party ratings are date stamped at the time the rating was given, and if dated prior to or after 2016 may not reflect Jeff Bucher’s current offerings or services. No compensation was provided directly or indirectly in connection with obtaining or using the third-party rating. Invest in Others provides issuance of ratings in the ordinary course of business through its Charitable Champions award program. All third-party ratings are date stamped at the time the rating was given, and if dated prior to or after 2019 may not reflect Citizen Advisory Group’s current offerings or services. No compensation was provided directly or indirectly in connection with obtaining or using the third-party rating.

Benjamin (Ben) Winne is a licensed Life and Health Insurance representative in the Toledo, Ohio area, focusing on financial and Medicare planning. Ben is an Investment Advisor Representative under Advisory Alpha—an SEC Registered Investment Advisor—and he has a life and health insurance license in Ohio.

Having grown up watching the effects of improper financial planning and decision-making, Ben chose to pursue a career that would allow him to help his community and prevent others from suffering the same circumstances that he had witnessed.

Ben was born in Toledo and raised in Millbury, Ohio, where he still resides today. When not in the office or assisting clients, he enjoys the challenges of outdoor adventure courses, biking, golf outings, cooking, and home improvement projects. Ben is a very active member of his church, Athens Missionary Baptist Church in Walbridge, Ohio, where he serves on the youth leadership team. He enjoys traveling and typically spends most of his vacation budget on local food.

Danielle Goebel is an Associate Advisor for Citizen Advisory Group. She came to CAG with ten years of industry experience, earned her bachelor’s degree in business management, has an Ohio life and health insurance license, and is an Investment Advisor Representative for Advisory Alpha. Her role as an Account Manager and Associate Advisor allows her to directly interact with new and existing clients to build personal relationships and exceed their expectations.

Danielle understands that decisions regarding your finances are very personal and scary. That is why she is passionate about making sure her clients are informed and comfortable so they can have the best retirement experience possible.

Danielle was born and raised in Toledo, Ohio, and lives just down the street from her childhood home. When not in the office, she enjoys golfing, reading, traveling, and spending time with her six children and one granddaughter.

Brian Stephenson has served as the Director of Communications at Citizen Advisory Group since 2014. Brian is responsible for communications with clients, designing and overseeing marketing campaigns, managing the website and social media accounts, and assisting with client events and community relations.

Brian earned an undergraduate degree from Bowling Green State University in Sports Management with a Marketing Emphasis. While attending BGSU, he was a member of the Bowling Green State University Rugby team, considered one of the top college rugby teams in the United States. He also earned a Master of Business Administration with a Marketing Specialization from the University of Toledo. At the University of Toledo, Brian was an athletic marketing graduate assistant and assisted with marketing for all of the university’s men’s and women’s sports teams.

Brian enjoys going to sporting events, attending concerts, playing recreational sports, and visiting the Lake Erie Islands in his spare time. Brian grew up in Sandusky, Ohio (home of Cedar Point and the movie “Tommy Boy”). He resides in Perrysburg.

Kendyl Saffran is a dedicated Advisor’s Assistant at Citizen Advisory Group, leveraging her degree in marketing and sales to support financial advisory services. Since entering the financial industry shortly after graduation, Kendyl has developed a strong foundation in client relations and operational efficiency. She enjoys working closely with experienced advisors, benefiting from their mentorship and guidance. Kendyl is an Advisors Assistant under Advisory Alpha—an SEC Registered Investment Advisor—

Outside of her professional endeavors, she enjoys golfing, walking, traveling, and discovering new restaurants. Kendyl values the importance of friendships and family, which enriches her personal and professional life. Whether it’s sharing a meal with loved ones or engaging in conversations, these connections provide her with a sense of joy that inspires her in all aspects of her life.

Madilyn is an Advisor Assistant at Citizen Advisory Group. She services our client’s financial accounts and ensures that Associates and Advisors have everything needed to put the clients’ financial plans into action! Madilyn is an Advisor Assistant under Advisory Alpha—an SEC Registered Investment Advisor.

Madilyn grew up in Oxford, Michigan, and graduated from Oxford High School, partaking in the International Baccalaureate program. She then attended Central Michigan University, as a Minuteman Scholarship recipient, sponsored by the Michigan National Guard. Madilyn joined us in 2024 following her enlistment in the Michigan National Guard, and experience working as an Executive Assistant. She is looking forward to furthering her education and financial licensing as her career develops!

Madilyn resides in downtown Toledo along with her partner, Austen. They have a Blue Heeler named Olive, and two black cats named Louis and Sage. In her free time, Madilyn is a home chef, tennis player, and motorsports enthusiast.