Dayton, OH | Financial Planner — Gudorf Financial Group, LLC

Who We Are?

Gudorf Financial Group, LLC is an independent, financial services firm whose team focuses on providing fee-based investment management, tax strategies, and financial planning to clients in the greater Dayton Ohio area and beyond. We particularly specialize in working with individuals 50 and older who want help in planning and managing their retirement.

By partnering with our clients and implementing our comprehensive approach to financial planning, we help people clarify and achieve their financial goals. We provide our clients with confidence knowing they have a professional to help them make important financial decisions.

Danny Gudorf

Founder and CEO

Danny is founder and financial planner at Gudorf Financial Group LLC. The firm launched in 2012 with a focus on retirement & tax planning for people over age 50.

The purpose of Gudorf Financial is to help our clients integrate investment planning, tax planning, financial planning, and estate planning together in a Multi-Client Family Office.

Danny is a proud graduate of Miami University and holds a B.S. in Economics. When he isn’t working, you’ll find him exploring new restaurants, working out, or spending time traveling. Danny, and his two dogs, Winston and Ford live in Oakley Ohio, and love spending time outside exploring their neighborhood.

Allison Szkody, CFP®

Financial Planner

Allison Szkody is a Financial Planner at Gudorf Financial Group, LLC. She brings to the firm considerable experience in financial planning; prior to working at Gudorf Financial Group, LLC, Allison spent several years as an Associate Portfolio Manager with a large private bank, where she managed financial assets for high net worth clients.

Allison is a CERTIFIED FINANCIAL PLANNER™ , and graduated magna cum laude from Wright State University in Dayton, Ohio with a Bachelor of Science degree in Business, and majors in Accountancy and Finance.

Allison enjoys helping clients work toward their financial goals. Clients appreciate her ability to listen to their needs, analyze relevant data, and clearly communicate complex concepts. When not working, Allison enjoys music and going to concerts with her husband.

Ted Gudorf, J.D., LL.M.

Estate Planning Attorney

Ted Gudorf, J.D., LL.M. is the founder and managing attorney of Gudorf Law Group, LLC, which was established in 1992.

Throughout his career, Ted has demonstrated a commitment to professional development so that he can offer his clients the most knowledgeable guidance. He was the first attorney in the state of Ohio to obtain a Master of Laws (LL.M.) degree in estate planning and elder law. He was also one of the first attorneys to be board certified by the Ohio State Bar Association in estate planning, trust, and probate law.

Because of his experience and reputation, Ted is a sought-after speaker on estate planning and related topics. He has made hundreds of presentations throughout Ohio and the United States and has co-authored two publications and numerous articles on estate planning and asset protection.

When not practicing law, Ted is active in the Dayton community, where he has been a longtime resident. He served as President of the Board of Directors of Life Essentials, Inc., a nonprofit agency focused on providing guardianships for mentally ill adults with limited financial resources. He is also a founding trustee of the Greater Dayton Volunteer Lawyers Project and previously served as the first mayor of the city of Clayton, Ohio.

Edwin Nyberg

Office Manager

Edwin Nyberg is the firm’s office manager and has been with Gudorf Financial Group since 2016. Edwin is a 2007 graduate of Wright State University with a Bachelor’s degree in Finance. He oversees the firm’s day-to-day administrative operations.

While he wears many hats at the firm, Edwin derives the most satisfaction from working directly with clients and knowing that he is a part of a team that helps clients make their families, finances, and futures more secure. Edwin observes that every day at work is different, and he enjoys the challenges of keeping the office on track.

When not in the office, Edwin enjoys golf, bowling, and spending time with his family, including serving as a coach for his son’s football team. He is an active volunteer with the Northmont Wee-Bolts youth football and cheerleading program. Edwin is a board member of the Northmont Chamber of Commerce and served as President for the 2017-2018 term. He is also involved in the Northmont Chamber Rotary.

Betsy Peterman

Client Relations

Betsy provides general administrative assistance and is one of the faces behind our social media. Prior to joining Gudorf Financial Group, she spent most of her career working in the travel industry.

Betsy received a B.A. in Liberal Arts from Wright State University and connected with many in the community through her work as a travel agent for nearly 30 years.

In her free time, she enjoys spending time with her family and grandkids.

Cambridge Investment Research

DEDICATED SERVICE TEAM

Gudorf Financial Group, LLC has selected Cambridge Investment Research, Inc. as its back-office and technology support partner. They have more than 40 years of experience serving independent financial professionals.

Cambridge was a pioneer of the hybrid model, designed to support freedom of choice and open architecture fee and commission platforms.

Through Cambridge, we have access to our two primary custodians Pershing, LLC, and Fidelity for our client accounts. Having these well-established companies act as custodians for client assets provides us with access to a wide range of services to help serve our clients.

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