Published on January 4th, 2016 | by Chad T.


Jeffrey Mohlman – Financial Adviser

What is Your Specialty?

I started as a reliable insurance agent who has specialized in retirement income planning. I play key roles in various people’s life to better plan for the future by making the right choices, as far as retirement is concerned. I have a magical way of letting clients focus on the future in order for them to realize the most from it by making good financial decisions. This is through my financial advising company, Mohlman Financial.

What Other Business Are You A Part Of?

I co-founded NeXgen Vapors, an e-cigarette Kettering retailer outlet.

How Did You Begin Your Career?

I began his career by working as a professional sales representative for Bayer Cropsciences, a company which is based in Indiana. I later worked as a financial planner for MetLife as well as CNO Financial. He has unmatched skills and knowledge in management and leadership, something which has impacted positively in his various places of work.

Where Did You go to School?

I got my degree in Engineering from the University of Dayton and then received another degree in Agriculture from Ohio State University Agricultural Technical Institute. The most interesting was the Agricultural Business at the University of Wisconsin. In 2002 I received CLTC recognition. By being regarded as such, this means I’m able to appropriately offer people long term financial care guidance and planning of their resources.

What Do You Do In Your Spare Time?

I’m proactive in various sporting activities. I have acted as a coach for various youth teams in basketball and baseball. Notably been a coach of various basketball teams such as Yellow Springs Middle School Basketball, Ohio Swarm Boys Basketball as well as Daytona Nets Boys Basketball teams. I am also an avid runner and attributes this to the immense benefits that can be occasioned by one choosing to run. Long races happen to have a soft spot in his heart and he has actively engaged in them since my youthful years.

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