Our Team

Our Team

Cap Clegg

Juris Doctor, Chartered Life Underwriter, Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER ™ professional

Professional Specialties:

Financial Planning

Investment Management

Estate Planning

Retirement Plans

College Funding Planning

Retirement Planning

Mutual Funds

Life/Disability Insurance

Pension Plan Rollovers

Long-Term Care           


Doctor of Law, Ohio Northern University Law School

Rocky Mountain College, Billings, Montana

Hope College, Holland, Michigan

Chartered Financial Consultant® (ChFC®), American College

Chartered Life Underwriter® (CLU®), American College

Certified in Long-Term Care (CLTC)

Founded Columbus Financial Concepts, May 1985


Society of Financial Service Professionals

Financial Planning Association

Worthington Estate Planning Council


Born: Sault Ste. Marie, Michigan, 1954


Scioto Valley Rugby Football Club –Old Boy

Wedgewood Golf Club

Dublin A.M. Rotary Club-President, 2004-2005

Dublin A.M. Rotary Charitable Foundation –President 2013-2014

Dublin Chamber of Commerce

Leadership Dublin-Class of ‘99–President, 2008-2009 - Shillelagh Award Winner 2010 Dublin Businessperson of the Year - 2005

Dublin Grand Leprechaun 2013

Dublin Foundation, Board of Governors 2007- 2015 - President 2013 - 2015

Vista Community Church


Golf, reading, Horizon Prison Ministry, community volunteer


“God has given me the talent to help people plan and achieve their financial goals. My objective is to use these talents to benefit clients as much as possible.”